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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
118,452
shares
|
$6.24 Million
1.07% of portfolio
|
Q1 2025
Added 53.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
118,211
shares
|
$6.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
111,567
shares
|
$5.88 Million
2.17% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
110,159
shares
|
$5.8 Million
0.93% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
109,207
shares
|
$5.75 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
108,970
shares
|
$5.74 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,049
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
106,461
shares
|
$5.61 Million
0.19% of portfolio
|
Q1 2025
Added 26.59%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
104,321
shares
|
$5.5 Million
1.73% of portfolio
|
Q1 2025
Reduced 57.54%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
101,259
shares
|
$5.34 Million
1.49% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
100,037
shares
|
$5.27 Million
0.81% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
97,473
shares
|
$5.14 Million
0.58% of portfolio
|
Q1 2025
Reduced 26.3%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
95,428
shares
|
$5.03 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,043
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
93,300
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Added 63.97%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
88,926
shares
|
$4.69 Million
0.75% of portfolio
|
Q1 2025
Added 929.36%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
87,620
shares
|
$4.62 Million
0.26% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
87,490
shares
|
$4.61 Million
0.32% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
87,182
shares
|
$4.59 Million
0.41% of portfolio
|
Q1 2025
Added 386.7%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
87,041
shares
|
$4.59 Million
2.25% of portfolio
|
Q1 2025
Added 36.35%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
85,512
shares
|
$4.51 Million
3.19% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
84,909
shares
|
$4.47 Million
0.16% of portfolio
|
Q1 2025
Added 184.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
84,506
shares
|
$4.45 Million
1.08% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
83,560
shares
|
$4.4 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
83,352
shares
|
$4.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|