Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 809 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
10
shares
|
$562
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
9
shares
|
$506
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
5
shares
|
$281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
5
shares
|
$281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
2
shares
|
$112
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jan 28, 2026 Q4 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|