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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
53,062
shares
|
$3.06 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
52,894
shares
|
$3.05 Million
0.08% of portfolio
|
Q2 2025
Added 81.3%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
52,507
shares
|
$3.03 Million
0.27% of portfolio
|
Q2 2025
Reduced 28.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
52,134
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
51,801
shares
|
$2.99 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
51,634
shares
|
$2.98 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.97%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
51,601
shares
|
$2.97 Million
0.9% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
51,363
shares
|
$2.96 Million
0.19% of portfolio
|
Q2 2025
Added 20.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
50,307
shares
|
$2.9 Million
0.24% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
50,227
shares
|
$2.9 Million
1.65% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
49,315
shares
|
$2.84 Million
2.34% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
49,308
shares
|
$2.84 Million
1.15% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
48,642
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2025
Added 248.61%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
48,524
shares
|
$2.8 Million
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
48,524
shares
|
$2.8 Million
0.23% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
48,326
shares
|
$2.79 Million
1.59% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
48,222
shares
|
$2.78 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
47,759
shares
|
$2.75 Million
0.18% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
47,649
shares
|
$2.75 Million
2.11% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
47,425
shares
|
$2.73 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
47,237
shares
|
$2.72 Million
2.47% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
47,151
shares
|
$2.72 Million
0.39% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
46,596
shares
|
$2.69 Million
0.14% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
46,569
shares
|
$2.68 Million
0.23% of portfolio
|
Q2 2025
Reduced 66.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
45,705
shares
|
$2.63 Million
0.07% of portfolio
|
Q2 2025
Added 3.53%
|