Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 802 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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
153,067
shares
|
$8.71 Million
0.39% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
152,008
shares
|
$8.65 Million
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
151,000
shares
|
$8.59 Million
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
149,612
shares
|
$8.51 Million
0.25% of portfolio
|
Q3 2022
Reduced 8.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
148,143
shares
|
$8.43 Million
0.54% of portfolio
|
Q3 2025
Added 46.07%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
148,142
shares
|
$8.43 Million
1.38% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
148,130
shares
|
$8.43 Million
0.08% of portfolio
|
Q2 2025
Added 31.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
145,564
shares
|
$8.28 Million
0.1% of portfolio
|
Q3 2025
Added 21.63%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
144,930
shares
|
$8.25 Million
4.09% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
144,138
shares
|
$8.2 Million
0.01% of portfolio
|
Q2 2025
Added 185.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
142,496
shares
|
$8.11 Million
0.38% of portfolio
|
Q3 2025
Added 107.1%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
138,757
shares
|
$7.9 Million
0.08% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
138,437
shares
|
$7.88 Million
1.1% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
136,782
shares
|
$7.78 Million
3.75% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
134,797
shares
|
$7.67 Million
1.92% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
132,113
shares
|
$7.52 Million
3.02% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
129,541
shares
|
$7.37 Million
0.01% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
129,416
shares
|
$7.36 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
129,200
shares
|
$7.35 Million
0.13% of portfolio
|
Q3 2025
Reduced 23.64%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
128,239
shares
|
$7.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
128,167
shares
|
$7.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
128,000
shares
|
$7.28 Million
2.4% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
124,575
shares
|
$7.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
124,311
shares
|
$7.07 Million
1.05% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
124,052
shares
|
$7.06 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.05%
|