Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 734 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
269,465
shares
|
$14.2 Million
7.39% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
268,182
shares
|
$14.1 Million
3.82% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
263,872
shares
|
$13.9 Million
2.94% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
259,369
shares
|
$13.7 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
258,962
shares
|
$13.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
243,713
shares
|
$12.8 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
238,636
shares
|
$12.6 Million
1.62% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
238,402
shares
|
$12.6 Million
2.34% of portfolio
|
Q1 2025
Added 82.85%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
238,028
shares
|
$12.5 Million
2.97% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
236,256
shares
|
$12.4 Million
0.13% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
227,117
shares
|
$12 Million
0.28% of portfolio
|
Q1 2025
Added 249.5%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
218,293
shares
|
$11.5 Million
1.23% of portfolio
|
Q4 2023
Added 3.47%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
217,241
shares
|
$11.4 Million
5.14% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
216,493
shares
|
$11.4 Million
0.66% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
214,334
shares
|
$11.3 Million
6.06% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
214,058
shares
|
$11.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
213,024
shares
|
$11.2 Million
0.43% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
210,152
shares
|
$11.1 Million
1.01% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
207,836
shares
|
$11 Million
0.15% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
207,199
shares
|
$10.9 Million
0.34% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
205,914
shares
|
$10.8 Million
1.89% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
204,407
shares
|
$10.8 Million
6.18% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
203,085
shares
|
$10.7 Million
1.22% of portfolio
|
Q1 2025
Added 19.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
202,996
shares
|
$10.7 Million
1.31% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
196,673
shares
|
$10.4 Million
1.76% of portfolio
|
Q1 2025
Added 7.53%
|