Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 804 institutions that hold shares in the stock, with a total of 225 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
208,472
shares
|
$11.9 Million
6.02% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
206,025
shares
|
$11.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
205,089
shares
|
$11.7 Million
1.64% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
204,449
shares
|
$11.7 Million
1.77% of portfolio
|
Q2 2025
Added 36.39%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
201,829
shares
|
$11.5 Million
0.09% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
193,557
shares
|
$11 Million
5.3% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
190,315
shares
|
$10.9 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
189,057
shares
|
$10.8 Million
3.5% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
186,408
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 71.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
184,614
shares
|
$10.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
182,055
shares
|
$10.4 Million
0.03% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
181,130
shares
|
$10.3 Million
0.11% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
180,553
shares
|
$10.3 Million
1.04% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
179,723
shares
|
$10.2 Million
4.32% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
178,537
shares
|
$10.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
178,508
shares
|
$10.2 Million
4.05% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
172,549
shares
|
$9.84 Million
2.77% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
171,330
shares
|
$9.77 Million
4.19% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
170,619
shares
|
$9.73 Million
0.9% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
169,940
shares
|
$9.69 Million
3.0% of portfolio
|
Q3 2025
Added 16.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
168,018
shares
|
$9.58 Million
0.05% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
167,414
shares
|
$9.55 Million
0.0% of portfolio
|
Q3 2025
Added 36.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
162,496
shares
|
$9.27 Million
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
162,336
shares
|
$9.26 Million
0.78% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
160,056
shares
|
$9.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.25%
|