Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 750 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
80,140,007
shares
|
$4.49 Billion
3.87% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
17,884,123
shares
|
$1 Billion
2.17% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
13,097,106
shares
|
$733 Million
0.27% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,581,942
shares
|
$368 Million
1.34% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,369,152
shares
|
$357 Million
4.98% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$322 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,336,965
shares
|
$299 Million
7.16% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
2,974,252
shares
|
$166 Million
1.48% of portfolio
|
Q4 2024
Added 199.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,964,212
shares
|
$166 Million
0.21% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,630,669
shares
|
$147 Million
0.01% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,468,196
shares
|
$138 Million
3.3% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,142,220
shares
|
$120 Million
0.04% of portfolio
|
Q1 2025
Added 27.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,898,736
shares
|
$106 Million
2.76% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,880,927
shares
|
$105 Million
0.01% of portfolio
|
Q1 2025
Added 29.12%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,731,058
shares
|
$96.9 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$94 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
1,467,418
shares
|
$82.1 Million
10.84% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
1,435,560
shares
|
$80.4 Million
0.01% of portfolio
|
Q1 2025
Added 345.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,416,177
shares
|
$79.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,234,174
shares
|
$69.1 Million
0.05% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,169,904
shares
|
$65.5 Million
0.38% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,087,272
shares
|
$60.9 Million
0.01% of portfolio
|
Q1 2025
Added 175.7%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,038,432
shares
|
$58.1 Million
3.7% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,031,994
shares
|
$57.8 Million
1.34% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
971,121
shares
|
$54.4 Million
1.06% of portfolio
|
Q2 2025
Added 130.95%
|