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 |
|---|---|---|---|---|---|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
153,751
shares
|
$8.1 Million
2.79% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
151,000
shares
|
$7.96 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
149,902
shares
|
$7.9 Million
1.41% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
149,612
shares
|
$7.88 Million
0.25% of portfolio
|
Q3 2022
Reduced 8.29%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
144,079
shares
|
$7.59 Million
0.94% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
143,806
shares
|
$7.58 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
142,966
shares
|
$7.53 Million
4.19% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
142,578
shares
|
$7.51 Million
0.39% of portfolio
|
Q1 2025
Added 23.45%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
141,530
shares
|
$7.46 Million
0.39% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
139,634
shares
|
$7.36 Million
0.69% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
138,437
shares
|
$7.29 Million
1.1% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
134,933
shares
|
$7.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
133,574
shares
|
$7.04 Million
0.16% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
132,732
shares
|
$6.99 Million
2.74% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
131,945
shares
|
$6.95 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
128,122
shares
|
$6.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
127,952
shares
|
$6.74 Million
0.21% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
123,156
shares
|
$6.49 Million
3.61% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
122,482
shares
|
$6.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
121,909
shares
|
$6.42 Million
0.55% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
120,937
shares
|
$6.37 Million
3.13% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
120,588
shares
|
$6.35 Million
0.11% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
119,945
shares
|
$6.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
119,230
shares
|
$6.28 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
118,486
shares
|
$6.24 Million
0.69% of portfolio
|
Q1 2025
Added 48.03%
|