Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 729 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
59,009
shares
|
$3.01 Million
3.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
58,980
shares
|
$3.01 Million
1.15% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
58,415
shares
|
$2.98 Million
0.88% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
58,263
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
Added 34.0%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
57,676
shares
|
$2.94 Million
0.88% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
57,580
shares
|
$2.94 Million
0.35% of portfolio
|
Q4 2024
Added 13.92%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
57,500
shares
|
$2.93 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
56,900
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
56,653
shares
|
$2.89 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
55,917
shares
|
$2.85 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.3%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
53,924
shares
|
$2.75 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
53,302
shares
|
$2.72 Million
6.55% of portfolio
|
Q3 2024
Reduced 69.93%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
52,981
shares
|
$2.7 Million
0.03% of portfolio
|
Q4 2024
Added 181.14%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
52,905
shares
|
$2.7 Million
0.73% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
52,447
shares
|
$2.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
52,395
shares
|
$2.67 Million
0.1% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
52,108
shares
|
$2.66 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
|
$2.65 Million
0.43% of portfolio
|
Q4 2024
Reduced 57.44%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
51,502
shares
|
$2.63 Million
0.44% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
51,433
shares
|
$2.63 Million
1.27% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
50,307
shares
|
$2.57 Million
0.24% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
49,484
shares
|
$2.53 Million
1.64% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
48,222
shares
|
$2.46 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
48,222
shares
|
$2.46 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
48,059
shares
|
$2.45 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.66%
|