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 |
|---|---|---|---|---|---|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
86,151
shares
|
$4.9 Million
1.51% of portfolio
|
Q2 2025
Added 99.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
85,611
shares
|
$4.87 Million
0.01% of portfolio
|
Q2 2025
Added 249.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
85,221
shares
|
$4.85 Million
0.12% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
84,694
shares
|
$4.82 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
84,407
shares
|
$4.8 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
84,405
shares
|
$4.8 Million
0.34% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
83,560
shares
|
$4.75 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
82,593
shares
|
$4.7 Million
1.53% of portfolio
|
Q2 2025
Added 97.34%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
80,030
shares
|
$4.55 Million
1.11% of portfolio
|
Q3 2025
Added 11.46%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
79,911
shares
|
$4.55 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
79,599
shares
|
$4.53 Million
1.79% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
78,049
shares
|
$4.44 Million
0.0% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
77,928
shares
|
$4.43 Million
1.95% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
77,456
shares
|
$4.41 Million
1.23% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
77,405
shares
|
$4.4 Million
0.45% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
75,674
shares
|
$4.31 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
75,179
shares
|
$4.28 Million
0.17% of portfolio
|
Q2 2025
Added 418.19%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
74,559
shares
|
$4.24 Million
0.01% of portfolio
|
Q2 2025
Added 53.41%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
74,127
shares
|
$4.22 Million
3.11% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
73,878
shares
|
$4.2 Million
2.87% of portfolio
|
Q2 2025
Added 9123.22%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
73,637
shares
|
$4.19 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
73,186
shares
|
$4.16 Million
0.93% of portfolio
|
Q3 2025
Added 584.11%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
71,708
shares
|
$4.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,316
shares
|
$4.06 Million
0.13% of portfolio
|
Q1 2023
Reduced 3.96%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
70,604
shares
|
$4.02 Million
1.39% of portfolio
|
Q3 2025
Added 99.49%
|