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 |
|---|---|---|---|---|---|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
123,558
shares
|
$7.03 Million
3.58% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
122,176
shares
|
$6.95 Million
0.2% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
115,637
shares
|
$6.58 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
111,567
shares
|
$6.35 Million
1.99% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
110,977
shares
|
$6.31 Million
2.11% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
110,372
shares
|
$6.28 Million
3.87% of portfolio
|
Q3 2025
New holding
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
110,080
shares
|
$6.26 Million
0.93% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
109,075
shares
|
$6.21 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,049
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
107,729
shares
|
$6.13 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
107,663
shares
|
$6.13 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
107,244
shares
|
$6.1 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
103,002
shares
|
$5.86 Million
1.5% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
99,977
shares
|
$5.69 Million
0.56% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
97,778
shares
|
$5.56 Million
0.69% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
95,428
shares
|
$5.43 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
95,295
shares
|
$5.42 Million
1.62% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,043
shares
|
$5.41 Million
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
94,616
shares
|
$5.38 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
93,944
shares
|
$5.35 Million
1.3% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
93,800
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
93,047
shares
|
$5.29 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
89,928
shares
|
$5.12 Million
1.48% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
87,316
shares
|
$4.97 Million
3.77% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
86,438
shares
|
$4.92 Million
2.67% of portfolio
|
Q3 2025
Added 17.46%
|