Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 804 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
509,894
shares
|
$29.1 Million
0.01% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
477,131
shares
|
$27.2 Million
0.64% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
474,863
shares
|
$27.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 29.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
460,627
shares
|
$26.3 Million
0.07% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
437,504
shares
|
$24.9 Million
2.07% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
430,417
shares
|
$24.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
427,884
shares
|
$24.4 Million
1.02% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
423,452
shares
|
$24.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
420,465
shares
|
$24 Million
0.89% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
413,728
shares
|
$23.6 Million
0.1% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
408,146
shares
|
$23.3 Million
0.87% of portfolio
|
Q3 2025
Reduced 29.16%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
395,070
shares
|
$22.5 Million
4.69% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
391,109
shares
|
$22.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
384,664
shares
|
$21.9 Million
0.78% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
378,032
shares
|
$21.6 Million
7.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
374,141
shares
|
$21.3 Million
3.13% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
354,542
shares
|
$20.2 Million
0.22% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
347,726
shares
|
$19.8 Million
0.4% of portfolio
|
Q2 2025
Added 53.1%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
337,092
shares
|
$19.2 Million
0.25% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
319,006
shares
|
$18.2 Million
2.87% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
315,310
shares
|
$18 Million
6.42% of portfolio
|
Q3 2025
Added 491.55%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
309,465
shares
|
$17.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
305,646
shares
|
$17.4 Million
0.02% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
289,056
shares
|
$16.5 Million
0.03% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
288,393
shares
|
$16.4 Million
1.69% of portfolio
|
Q3 2025
Added 2.32%
|