Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 721 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
80,042
shares
|
$4.09 Million
0.52% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
77,171
shares
|
$3.94 Million
0.78% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
75,389
shares
|
$3.85 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
72,957
shares
|
$3.72 Million
1.6% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
71,894
shares
|
$3.67 Million
1.7% of portfolio
|
Q4 2024
Added 32.04%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,316
shares
|
$3.64 Million
0.13% of portfolio
|
Q1 2023
Reduced 3.96%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
69,941
shares
|
$3.57 Million
3.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
69,734
shares
|
$3.56 Million
0.0% of portfolio
|
Q4 2024
Added 49.38%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
69,275
shares
|
$3.54 Million
0.09% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
69,229
shares
|
$3.53 Million
1.9% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
68,498
shares
|
$3.5 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
67,171
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,300
shares
|
$3.38 Million
0.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
65,785
shares
|
$3.36 Million
2.45% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
64,984
shares
|
$3.32 Million
0.08% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
64,726
shares
|
$3.3 Million
1.16% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
63,838
shares
|
$3.26 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
62,826
shares
|
$3.21 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
62,821
shares
|
$3.21 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
62,278
shares
|
$3.18 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
62,221
shares
|
$3.18 Million
2.21% of portfolio
|
Q3 2023
New holding
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
61,656
shares
|
$3.15 Million
0.5% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
61,209
shares
|
$3.12 Million
0.03% of portfolio
|
Q4 2024
Added 80.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60,658
shares
|
$3.1 Million
1.59% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
59,301
shares
|
$3.03 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.16%
|