Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 802 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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
287,984
shares
|
$16.4 Million
0.44% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
287,385
shares
|
$16.4 Million
1.9% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
285,956
shares
|
$16.3 Million
0.04% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
283,724
shares
|
$16.2 Million
3.03% of portfolio
|
Q2 2025
Added 19.2%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
281,292
shares
|
$16 Million
9.83% of portfolio
|
Q3 2025
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
276,816
shares
|
$15.8 Million
7.63% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
264,422
shares
|
$15.1 Million
0.64% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
263,872
shares
|
$15 Million
2.94% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
260,986
shares
|
$14.9 Million
5.42% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
260,228
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
259,226
shares
|
$14.8 Million
0.24% of portfolio
|
Q2 2025
Added 2118.26%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
233,079
shares
|
$13.3 Million
0.06% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
232,382
shares
|
$13.3 Million
3.37% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
230,892
shares
|
$13.2 Million
0.04% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
229,796
shares
|
$13.1 Million
5.82% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
226,160
shares
|
$12.9 Million
0.87% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
225,055
shares
|
$12.8 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
222,953
shares
|
$12.7 Million
10.21% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
222,675
shares
|
$12.7 Million
0.44% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
222,550
shares
|
$12.7 Million
2.04% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
218,293
shares
|
$12.4 Million
1.23% of portfolio
|
Q4 2023
Added 3.47%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
216,835
shares
|
$12.4 Million
0.5% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
215,375
shares
|
$12.3 Million
2.89% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
210,796
shares
|
$12 Million
1.25% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
210,525
shares
|
$12 Million
0.97% of portfolio
|
Q3 2025
Added 1.36%
|