Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 619 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
69,787,737
shares
|
$3.81 Billion
3.83% of portfolio
|
Q2 2024
Added 5.41%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
16,258,493
shares
|
$888 Million
2.16% of portfolio
|
Q2 2024
Added 11.95%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
12,362,196
shares
|
$675 Million
0.32% of portfolio
|
Q2 2024
Added 9.53%
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,803,476
shares
|
$317 Million
7.99% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$314 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
5,704,565
shares
|
$311 Million
5.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
5,114,598
shares
|
$279 Million
1.24% of portfolio
|
Q2 2024
Added 6.43%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,629,181
shares
|
$144 Million
0.21% of portfolio
|
Q2 2024
Added 2.85%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2,013,777
shares
|
$110 Million
0.01% of portfolio
|
Q1 2024
Added 6.35%
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$91.6 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
1,518,281
shares
|
$82.9 Million
2.61% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
1,473,126
shares
|
$80.4 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jul 12, 2024 Q2 2024 |
1,291,251
shares
|
$70.5 Million
10.78% of portfolio
|
Q2 2024
Added 102.14%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
1,263,262
shares
|
$69 Million
0.44% of portfolio
|
Q2 2024
Added 10.36%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
1,063,370
shares
|
$58 Million
1.58% of portfolio
|
Q2 2024
Added 17.52%
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 14, 2024 Q2 2024 |
1,040,000
shares
|
$56.8 Million
1.42% of portfolio
|
Q4 2022
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
928,077
shares
|
$50.7 Million
0.12% of portfolio
|
Q2 2024
Reduced 10.67%
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
904,034
shares
|
$49.4 Million
3.65% of portfolio
|
Q2 2024
Added 4.34%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
876,649
shares
|
$47.9 Million
4.75% of portfolio
|
Q2 2024
Added 79.96%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
867,986
shares
|
$47.4 Million
0.04% of portfolio
|
Q2 2024
Added 3.34%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
824,630
shares
|
$45 Million
1.35% of portfolio
|
Q2 2024
Added 14.86%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
784,969
shares
|
$42.9 Million
3.75% of portfolio
|
Q2 2024
New holding
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
698,326
shares
|
$38.1 Million
0.4% of portfolio
|
Q2 2022
Reduced 45.02%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
696,629
shares
|
$38 Million
0.01% of portfolio
|
Q2 2024
Added 3.78%
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2024 Q2 2024 |
682,587
shares
|
$37.3 Million
9.41% of portfolio
|
Q2 2024
Added 0.17%
|