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 |
|---|---|---|---|---|---|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
62,035
shares
|
$3.27 Million
2.73% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
61,683
shares
|
$3.25 Million
0.8% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
61,232
shares
|
$3.23 Million
1.88% of portfolio
|
Q1 2025
Added 88.15%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60,658
shares
|
$3.2 Million
1.59% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
60,626
shares
|
$3.19 Million
0.1% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
60,398
shares
|
$3.18 Million
3.04% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
60,331
shares
|
$3.18 Million
1.12% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
60,027
shares
|
$3.16 Million
0.8% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
59,031
shares
|
$3.11 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
57,654
shares
|
$3.04 Million
0.02% of portfolio
|
Q1 2025
Added 331.38%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
57,594
shares
|
$3.03 Million
0.66% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
55,917
shares
|
$2.95 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.3%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
54,697
shares
|
$2.88 Million
0.72% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
53,794
shares
|
$2.83 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
53,399
shares
|
$2.81 Million
1.3% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
53,302
shares
|
$2.81 Million
6.55% of portfolio
|
Q3 2024
Reduced 69.93%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
52,026
shares
|
$2.74 Million
0.55% of portfolio
|
Q1 2025
Reduced 54.81%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
51,652
shares
|
$2.72 Million
0.5% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
51,493
shares
|
$2.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
51,433
shares
|
$2.71 Million
1.27% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
50,688
shares
|
$2.67 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
50,445
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 39.86%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
50,307
shares
|
$2.65 Million
0.24% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
49,235
shares
|
$2.59 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
48,601
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2025
New holding
|