Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 809 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 |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
70,604
shares
|
$3.97 Million
1.39% of portfolio
|
Q3 2025
Added 99.49%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
69,580
shares
|
$3.92 Million
0.36% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Jan 29, 2026 Q4 2025 |
69,576
shares
|
$3.92 Million
3.27% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
69,226
shares
|
$3.9 Million
0.03% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
67,366
shares
|
$3.79 Million
0.83% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
67,246
shares
|
$3.78 Million
0.05% of portfolio
|
Q4 2025
Added 8.75%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
66,633
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
Added 206.58%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
66,632
shares
|
$3.75 Million
0.03% of portfolio
|
Q4 2025
Added 5.57%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,300
shares
|
$3.73 Million
0.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
64,679
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2025
Added 24.06%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
64,165
shares
|
$3.61 Million
0.74% of portfolio
|
Q4 2025
Added 13.9%
|
|
|
Benchmark Financial, LLC
Wilmington, DE |
Jan 27, 2026 Q4 2025 |
63,171
shares
|
$3.55 Million
3.65% of portfolio
|
Q4 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
62,826
shares
|
$3.54 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
62,265
shares
|
$3.5 Million
2.13% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
62,221
shares
|
$3.5 Million
2.21% of portfolio
|
Q3 2023
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
61,820
shares
|
$3.48 Million
2.42% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60,658
shares
|
$3.41 Million
1.59% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
60,555
shares
|
$3.41 Million
1.35% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
60,225
shares
|
$3.39 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
59,322
shares
|
$3.34 Million
1.11% of portfolio
|
Q3 2025
Added 32.32%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jan 23, 2026 Q4 2025 |
59,059
shares
|
$3.32 Million
2.43% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Breachway Investments LLC
Charlestown, RI |
Jan 27, 2026 Q4 2025 |
57,564
shares
|
$3.24 Million
3.52% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
57,440
shares
|
$3.23 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.55%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
57,214
shares
|
$3.22 Million
2.8% of portfolio
|
Q4 2025
Added 21.75%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
57,124
shares
|
$3.21 Million
0.28% of portfolio
|
Q3 2025
Reduced 39.63%
|
|