Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 751 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
32
shares
|
$1,791
0.0% of portfolio
|
Q1 2025
Reduced 78.81%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
30
shares
|
$1,679
0.0% of portfolio
|
Q1 2025
Added 650.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
27
shares
|
$1,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
24
shares
|
$1,343
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
23
shares
|
$1,287
0.0% of portfolio
|
Q1 2024
Reduced 45.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
20
shares
|
$1,119
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
19
shares
|
$1,063
0.0% of portfolio
|
Q2 2025
Reduced 92.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
18
shares
|
$1,007
0.0% of portfolio
|
Q1 2025
Reduced 70.97%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$895
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
15
shares
|
$839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
15
shares
|
$839
0.0% of portfolio
|
Q4 2024
Reduced 95.5%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
14
shares
|
$783
0.0% of portfolio
|
Q4 2024
Reduced 83.72%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
13
shares
|
$727
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
10
shares
|
$559
0.0% of portfolio
|
Q1 2025
Reduced 87.5%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
6
shares
|
$335
0.0% of portfolio
|
Q1 2025
Reduced 99.57%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
4
shares
|
$223
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4
shares
|
$223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
4
shares
|
$223
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
2
shares
|
$111
0.01% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
1
shares
|
$55
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1
shares
|
$55
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1
shares
|
$55
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
1
shares
|
$55
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|