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 |
|---|---|---|---|---|---|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
196,100
shares
|
$10.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
194,501
shares
|
$10.2 Million
0.48% of portfolio
|
Q1 2025
Added 39.88%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
194,255
shares
|
$10.2 Million
2.65% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
191,919
shares
|
$10.1 Million
3.24% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
191,098
shares
|
$10.1 Million
0.67% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
189,745
shares
|
$10 Million
0.12% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
189,276
shares
|
$9.97 Million
4.28% of portfolio
|
Q1 2025
Added 23.95%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
189,022
shares
|
$9.96 Million
1.21% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
185,992
shares
|
$9.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
184,614
shares
|
$9.73 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
177,385
shares
|
$9.35 Million
4.06% of portfolio
|
Q1 2025
Added 72.83%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
175,581
shares
|
$9.25 Million
2.81% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
174,006
shares
|
$9.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
171,931
shares
|
$9.06 Million
1.07% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
169,855
shares
|
$8.95 Million
4.19% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
166,891
shares
|
$8.79 Million
3.1% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
163,767
shares
|
$8.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
162,496
shares
|
$8.56 Million
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Pachira Investments Inc.
|
May 05, 2025 Q1 2025 |
161,635
shares
|
$8.52 Million
6.36% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
161,011
shares
|
$8.48 Million
8.86% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
160,451
shares
|
$8.45 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
158,533
shares
|
$8.35 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
158,237
shares
|
$8.34 Million
0.87% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
158,072
shares
|
$8.33 Million
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
156,032
shares
|
$8.22 Million
1.04% of portfolio
|
Q1 2025
Reduced 16.51%
|