Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 781 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
83,062,157
shares
|
$4.79 Billion
3.89% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,155,647
shares
|
$1.1 Billion
2.22% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
12,667,377
shares
|
$730 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,643,917
shares
|
$383 Million
5.11% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,749,413
shares
|
$331 Million
10.91% of portfolio
|
Q3 2023
Reduced 0.74%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,694,872
shares
|
$271 Million
0.9% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
3,702,113
shares
|
$213 Million
5.05% of portfolio
|
Q2 2025
Reduced 30.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,206,368
shares
|
$185 Million
0.23% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,978,616
shares
|
$172 Million
0.01% of portfolio
|
Q2 2025
Added 13.23%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
2,974,252
shares
|
$171 Million
1.48% of portfolio
|
Q4 2024
Added 199.14%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Aug 14, 2025 Q2 2025 |
2,875,190
shares
|
$166 Million
4.97% of portfolio
|
Q1 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,726,120
shares
|
$157 Million
3.39% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,698,043
shares
|
$156 Million
0.05% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,871,221
shares
|
$108 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,731,058
shares
|
$99.8 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,678,748
shares
|
$96.8 Million
8.11% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,549,804
shares
|
$89.3 Million
0.06% of portfolio
|
Q2 2025
Added 25.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,443,554
shares
|
$83.2 Million
0.15% of portfolio
|
Q2 2025
Added 17.34%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,434,897
shares
|
$82.7 Million
0.01% of portfolio
|
Q2 2025
Added 31.97%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
1,423,120
shares
|
$82 Million
10.58% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,195,251
shares
|
$68.9 Million
4.3% of portfolio
|
Q2 2025
Added 96.47%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,139,430
shares
|
$65.7 Million
0.54% of portfolio
|
Q2 2025
Added 19.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,072,776
shares
|
$61.8 Million
3.68% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
1,040,000
shares
|
$60 Million
1.3% of portfolio
|
Q2 2025
Added 248.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,031,994
shares
|
$59.5 Million
1.34% of portfolio
|
Q2 2025
Added 10.06%
|