Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 807 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
216,835
shares
|
$12.2 Million
0.5% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
213,763
shares
|
$12 Million
1.65% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
210,796
shares
|
$11.9 Million
1.25% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Wbh Advisory Inc
|
Jan 26, 2026 Q4 2025 |
209,498
shares
|
$11.8 Million
0.88% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
208,771
shares
|
$11.7 Million
0.1% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
208,472
shares
|
$11.7 Million
6.02% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
199,873
shares
|
$11.2 Million
3.56% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
198,523
shares
|
$11.2 Million
2.52% of portfolio
|
Q4 2025
Reduced 70.8%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
197,245
shares
|
$11.1 Million
2.96% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
192,426
shares
|
$10.8 Million
1.07% of portfolio
|
Q4 2025
Added 6.58%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
192,018
shares
|
$10.8 Million
2.65% of portfolio
|
Q4 2025
Added 86.42%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
190,315
shares
|
$10.7 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
189,057
shares
|
$10.6 Million
3.5% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
186,216
shares
|
$10.5 Million
0.05% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
184,614
shares
|
$10.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
180,890
shares
|
$10.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
180,153
shares
|
$10.1 Million
3.83% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
179,798
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
178,679
shares
|
$10.1 Million
3.98% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
173,072
shares
|
$9.74 Million
0.41% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
172,846
shares
|
$9.73 Million
0.81% of portfolio
|
Q4 2025
Added 6.47%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
171,907
shares
|
$9.67 Million
4.13% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
170,364
shares
|
$9.59 Million
0.01% of portfolio
|
Q3 2025
Added 18.2%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
169,940
shares
|
$9.56 Million
3.0% of portfolio
|
Q3 2025
Added 16.66%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
169,858
shares
|
$9.56 Million
0.85% of portfolio
|
Q4 2025
Reduced 0.45%
|
|