Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 670 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
52,905
shares
|
$3 Million
0.73% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
52,841
shares
|
$2.99 Million
0.11% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
52,448
shares
|
$2.97 Million
0.9% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
52,108
shares
|
$2.95 Million
0.69% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
52,014
shares
|
$2.95 Million
0.43% of portfolio
|
Q4 2024
Reduced 57.44%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
51,749
shares
|
$2.93 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
51,502
shares
|
$2.92 Million
0.44% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
51,218
shares
|
$2.9 Million
1.3% of portfolio
|
Q4 2024
Added 165.23%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
50,400
shares
|
$2.85 Million
1.68% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
49,930
shares
|
$2.83 Million
0.23% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
49,565
shares
|
$2.81 Million
0.75% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
49,374
shares
|
$2.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
47,347
shares
|
$2.68 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
46,925
shares
|
$2.66 Million
2.22% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
46,682
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.55%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
46,295
shares
|
$2.62 Million
0.36% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
45,302
shares
|
$2.57 Million
0.17% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
45,114
shares
|
$2.55 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
44,374
shares
|
$2.51 Million
1.58% of portfolio
|
Q4 2024
Reduced 56.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
44,071
shares
|
$2.5 Million
0.08% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
43,678
shares
|
$2.47 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43,481
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
43,143
shares
|
$2.44 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,097
shares
|
$2.44 Million
0.04% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
42,793
shares
|
$2.42 Million
0.59% of portfolio
|
Q3 2023
New holding
|