Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 806 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
87,966,062
shares
|
$4.95 Billion
3.9% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
20,126,277
shares
|
$1.13 Billion
2.27% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
12,670,561
shares
|
$713 Million
0.23% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
6,837,085
shares
|
$385 Million
5.15% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$324 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,728,484
shares
|
$266 Million
0.81% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,332,046
shares
|
$187 Million
0.23% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,189,962
shares
|
$179 Million
0.01% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,169,751
shares
|
$178 Million
0.06% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
3,116,050
shares
|
$175 Million
4.18% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Texas Permanent School Fund
Austin, TX |
Nov 14, 2025 Q3 2025 |
2,982,043
shares
|
$168 Million
8.41% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,910,476
shares
|
$164 Million
3.45% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,225,528
shares
|
$125 Million
0.01% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,881,210
shares
|
$106 Million
1.04% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$94.5 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,612,602
shares
|
$90.7 Million
0.06% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,539,681
shares
|
$86.6 Million
0.13% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,433,358
shares
|
$80.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Nov 14, 2025 Q3 2025 |
1,410,470
shares
|
$79.4 Million
2.63% of portfolio
|
Q3 2025
Reduced 50.94%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
1,362,200
shares
|
$76.7 Million
8.08% of portfolio
|
Q3 2025
Added 46.85%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,312,025
shares
|
$73.8 Million
0.55% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
1,255,132
shares
|
$70.6 Million
4.44% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,097,029
shares
|
$61.7 Million
3.63% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,063,336
shares
|
$59.8 Million
1.33% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,060,708
shares
|
$59.7 Million
0.45% of portfolio
|
Q3 2025
Added 29.94%
|
|