Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 655 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
26,780
shares
|
$1.47 Million
0.7% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
26,500
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
26,301
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
26,105
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
25,564
shares
|
$1.4 Million
0.08% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
25,485
shares
|
$1.4 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
25,269
shares
|
$1.39 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
25,017
shares
|
$1.37 Million
0.7% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
25,005
shares
|
$1.37 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
24,886
shares
|
$1.37 Million
0.1% of portfolio
|
Q3 2024
Added 25.92%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
24,290
shares
|
$1.33 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
23,914
shares
|
$1.31 Million
0.6% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
23,840
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
23,832
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Added 30.04%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
22,950
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
22,770
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
22,522
shares
|
$1.24 Million
0.52% of portfolio
|
Q3 2024
Added 30.02%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
22,509
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2022
Reduced 33.37%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
22,489
shares
|
$1.24 Million
0.48% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
22,357
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
22,000
shares
|
$1.21 Million
0.4% of portfolio
|
Q3 2024
Reduced 53.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
21,850
shares
|
$1.2 Million
0.12% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
21,760
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
21,682
shares
|
$1.19 Million
0.58% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
21,590
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 46.81%
|