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 |
|---|---|---|---|---|---|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
80,005
shares
|
$4.22 Million
1.3% of portfolio
|
Q1 2025
Reduced 59.39%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
79,296
shares
|
$4.18 Million
3.69% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
74,122
shares
|
$3.91 Million
1.56% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
73,773
shares
|
$3.89 Million
1.68% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
73,734
shares
|
$3.89 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
73,543
shares
|
$3.87 Million
0.21% of portfolio
|
Q1 2025
Reduced 46.8%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
73,409
shares
|
$3.87 Million
0.3% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
72,282
shares
|
$3.81 Million
3.67% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
72,206
shares
|
$3.8 Million
1.22% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
71,821
shares
|
$3.78 Million
1.91% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,316
shares
|
$3.76 Million
0.13% of portfolio
|
Q1 2023
Reduced 3.96%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
70,326
shares
|
$3.71 Million
0.08% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
69,688
shares
|
$3.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
68,684
shares
|
$3.62 Million
0.52% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
67,916
shares
|
$3.58 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
67,768
shares
|
$3.57 Million
0.92% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,300
shares
|
$3.49 Million
0.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
65,785
shares
|
$3.47 Million
2.45% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
64,255
shares
|
$3.39 Million
0.36% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
64,098
shares
|
$3.38 Million
0.22% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
63,583
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
62,826
shares
|
$3.31 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
62,658
shares
|
$3.3 Million
0.49% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
62,635
shares
|
$3.3 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
62,221
shares
|
$3.28 Million
2.21% of portfolio
|
Q3 2023
New holding
|