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 |
|---|---|---|---|---|---|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
45,464
shares
|
$2.62 Million
0.94% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
45,211
shares
|
$2.61 Million
0.44% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
44,891
shares
|
$2.59 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
44,873
shares
|
$2.59 Million
0.17% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
44,833
shares
|
$2.58 Million
0.9% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
43,854
shares
|
$2.53 Million
0.18% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
43,143
shares
|
$2.49 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
42,793
shares
|
$2.47 Million
0.59% of portfolio
|
Q3 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
41,395
shares
|
$2.39 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
41,378
shares
|
$2.39 Million
2.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
41,267
shares
|
$2.38 Million
1.13% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
40,306
shares
|
$2.32 Million
0.51% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
40,159
shares
|
$2.32 Million
0.11% of portfolio
|
Q2 2025
Reduced 71.63%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
40,046
shares
|
$2.31 Million
0.06% of portfolio
|
Q2 2025
Reduced 80.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
39,175
shares
|
$2.26 Million
0.09% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
37,811
shares
|
$2.18 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
37,460
shares
|
$2.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
37,168
shares
|
$2.14 Million
1.9% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
37,099
shares
|
$2.14 Million
0.21% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
36,840
shares
|
$2.12 Million
0.63% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
36,571
shares
|
$2.11 Million
0.51% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
35,393
shares
|
$2.04 Million
0.75% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
35,345
shares
|
$2.04 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
35,142
shares
|
$2.03 Million
1.74% of portfolio
|
Q2 2025
Reduced 59.63%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
35,126
shares
|
$2.03 Million
0.89% of portfolio
|
Q2 2025
Added 2.6%
|