Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 807 institutions that hold shares in the stock, with a total of 230 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
88,166
shares
|
$4.96 Million
0.27% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
86,438
shares
|
$4.86 Million
2.67% of portfolio
|
Q3 2025
Added 17.46%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
85,894
shares
|
$4.83 Million
1.94% of portfolio
|
Q4 2025
Added 7.91%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
85,356
shares
|
$4.8 Million
0.12% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
84,407
shares
|
$4.75 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
83,560
shares
|
$4.7 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 21, 2026 Q4 2025 |
83,014
shares
|
$4.67 Million
1.27% of portfolio
|
Q4 2025
Added 7.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
82,958
shares
|
$4.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 54.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
82,851
shares
|
$4.66 Million
0.18% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
82,772
shares
|
$4.66 Million
1.09% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
81,902
shares
|
$4.61 Million
1.29% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
79,911
shares
|
$4.5 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
78,732
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
77,928
shares
|
$4.39 Million
1.95% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
77,574
shares
|
$4.37 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
G&S Capital LLC
|
Jan 28, 2026 Q4 2025 |
77,525
shares
|
$4.36 Million
1.7% of portfolio
|
Q4 2025
Added 5.28%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
75,674
shares
|
$4.26 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
74,127
shares
|
$4.17 Million
3.11% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
74,057
shares
|
$4.17 Million
0.21% of portfolio
|
Q4 2025
Reduced 48.03%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 23, 2026 Q4 2025 |
73,200
shares
|
$4.12 Million
0.0% of portfolio
|
Q4 2025
Reduced 21.96%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
73,186
shares
|
$4.12 Million
0.93% of portfolio
|
Q3 2025
Added 584.11%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
72,824
shares
|
$4.1 Million
0.42% of portfolio
|
Q4 2025
Reduced 5.92%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
71,708
shares
|
$4.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
71,408
shares
|
$4.02 Million
1.27% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,316
shares
|
$4.01 Million
0.13% of portfolio
|
Q1 2023
Reduced 3.96%
|
|