Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 653 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
166,822
shares
|
$9.78 Million
7.12% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
165,106
shares
|
$9.68 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
164,984
shares
|
$9.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 28.53%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
163,792
shares
|
$9.6 Million
4.16% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
158,843
shares
|
$9.31 Million
1.46% of portfolio
|
Q3 2024
Added 30.78%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
158,608
shares
|
$9.3 Million
0.94% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
154,167
shares
|
$9.04 Million
4.34% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
153,488
shares
|
$9 Million
0.34% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
152,780
shares
|
$8.95 Million
2.1% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
151,000
shares
|
$8.85 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
149,612
shares
|
$8.77 Million
0.25% of portfolio
|
Q3 2022
Reduced 8.29%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
145,114
shares
|
$8.51 Million
3.58% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
143,785
shares
|
$8.43 Million
0.14% of portfolio
|
Q2 2024
Reduced 48.09%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
142,685
shares
|
$8.36 Million
8.24% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
141,248
shares
|
$8.28 Million
1.25% of portfolio
|
Q3 2024
Added 63.78%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
139,221
shares
|
$8.16 Million
2.83% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
139,062
shares
|
$8.15 Million
4.98% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
138,682
shares
|
$8.13 Million
0.17% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
138,437
shares
|
$8.11 Million
1.1% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
134,530
shares
|
$7.88 Million
0.97% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
134,164
shares
|
$7.86 Million
0.91% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
132,207
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2024
Added 50.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
131,891
shares
|
$7.73 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
128,930
shares
|
$7.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
127,961
shares
|
$7.5 Million
2.02% of portfolio
|
Q3 2024
Added 2.09%
|