Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 678 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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
73,250,119
shares
|
$4.15 Billion
3.98% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,285,695
shares
|
$980 Million
2.27% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
12,201,636
shares
|
$692 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
5,995,677
shares
|
$340 Million
5.14% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$326 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,721,998
shares
|
$325 Million
1.35% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,583,672
shares
|
$317 Million
7.34% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,729,607
shares
|
$155 Million
0.22% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,057,781
shares
|
$117 Million
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,709,182
shares
|
$96.9 Million
2.73% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$95.2 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,452,134
shares
|
$82.4 Million
0.03% of portfolio
|
Q3 2024
Added 108.45%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,305,071
shares
|
$74 Million
10.37% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,843
shares
|
$70.8 Million
1.78% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,244,270
shares
|
$70.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,188,615
shares
|
$67.4 Million
0.06% of portfolio
|
Q3 2024
Added 36.94%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
1,040,000
shares
|
$59 Million
1.41% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
994,851
shares
|
$56.4 Million
3.77% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Texas Permanent School Fund
Austin, TX |
Nov 14, 2024 Q3 2024 |
994,271
shares
|
$56.4 Million
9.1% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
987,347
shares
|
$56 Million
0.13% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
916,608
shares
|
$52 Million
0.41% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
893,367
shares
|
$50.7 Million
1.4% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
804,792
shares
|
$45.6 Million
3.85% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
762,866
shares
|
$43.3 Million
4.3% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
720,900
shares
|
$40.9 Million
4.79% of portfolio
|
Q3 2024
Added 899.86%
|