Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 721 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
185,071
shares
|
$9.45 Million
3.03% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
184,742
shares
|
$9.43 Million
0.1% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
182,901
shares
|
$9.34 Million
1.84% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
181,131
shares
|
$9.24 Million
3.03% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
180,104
shares
|
$9.19 Million
0.52% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
179,892
shares
|
$9.18 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
177,299
shares
|
$9.05 Million
0.02% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
169,329
shares
|
$8.64 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
168,372
shares
|
$8.59 Million
4.3% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
166,037
shares
|
$8.47 Million
1.08% of portfolio
|
Q4 2024
Added 30.63%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
166,022
shares
|
$8.47 Million
3.35% of portfolio
|
Q4 2024
Added 169.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
165,106
shares
|
$8.43 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
165,091
shares
|
$8.43 Million
6.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
165,083
shares
|
$8.43 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
162,675
shares
|
$8.3 Million
4.51% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
162,496
shares
|
$8.29 Million
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
158,599
shares
|
$8.09 Million
4.35% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
157,467
shares
|
$8.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
156,842
shares
|
$8.01 Million
1.09% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
154,072
shares
|
$7.86 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
152,744
shares
|
$7.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
152,699
shares
|
$7.79 Million
3.64% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
151,000
shares
|
$7.71 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
149,612
shares
|
$7.64 Million
0.25% of portfolio
|
Q3 2022
Reduced 8.29%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
149,340
shares
|
$7.62 Million
2.95% of portfolio
|
Q4 2024
Added 7.27%
|