Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 806 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
69,580
shares
|
$3.96 Million
0.36% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
69,452
shares
|
$3.95 Million
0.08% of portfolio
|
Q3 2025
Added 98.3%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
69,007
shares
|
$3.93 Million
3.21% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
66,633
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Added 206.58%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,300
shares
|
$3.77 Million
0.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
65,341
shares
|
$3.72 Million
0.84% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
63,887
shares
|
$3.64 Million
0.11% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
63,119
shares
|
$3.59 Million
0.03% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
62,826
shares
|
$3.57 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
62,265
shares
|
$3.54 Million
2.13% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
62,221
shares
|
$3.54 Million
2.21% of portfolio
|
Q3 2023
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
61,820
shares
|
$3.52 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
60,794
shares
|
$3.46 Million
0.03% of portfolio
|
Q2 2025
Added 38.99%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60,658
shares
|
$3.45 Million
1.59% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
60,555
shares
|
$3.45 Million
1.35% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
60,239
shares
|
$3.43 Million
0.5% of portfolio
|
Q3 2025
Reduced 15.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
60,225
shares
|
$3.43 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
59,322
shares
|
$3.38 Million
1.11% of portfolio
|
Q3 2025
Added 32.32%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
59,246
shares
|
$3.37 Million
2.57% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
58,553
shares
|
$3.33 Million
3.19% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
58,346
shares
|
$3.32 Million
0.29% of portfolio
|
Q3 2025
Added 25.29%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
57,519
shares
|
$3.27 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
57,430
shares
|
$3.27 Million
0.05% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
56,334
shares
|
$3.21 Million
0.73% of portfolio
|
Q3 2025
Added 5.02%
|