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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
35,024
shares
|
$2.02 Million
0.04% of portfolio
|
Q2 2025
Added 125.21%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
34,488
shares
|
$1.99 Million
0.94% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
33,589
shares
|
$1.94 Million
0.97% of portfolio
|
Q1 2025
Added 338.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
32,896
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.82%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
32,591
shares
|
$1.88 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
32,383
shares
|
$1.87 Million
0.17% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
32,335
shares
|
$1.86 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
31,205
shares
|
$1.8 Million
0.28% of portfolio
|
Q2 2025
Added 42.04%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
31,129
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
30,901
shares
|
$1.78 Million
1.09% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
29,781
shares
|
$1.72 Million
0.31% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
29,663
shares
|
$1.71 Million
0.21% of portfolio
|
Q2 2025
Added 29.7%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
29,630
shares
|
$1.71 Million
0.24% of portfolio
|
Q2 2025
Reduced 40.15%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
29,485
shares
|
$1.7 Million
0.15% of portfolio
|
Q2 2025
Added 43.63%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
29,407
shares
|
$1.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
29,034
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2022
Added 64.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
28,538
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
28,431
shares
|
$1.64 Million
0.32% of portfolio
|
Q2 2025
Reduced 16.79%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
27,809
shares
|
$1.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
27,104
shares
|
$1.56 Million
0.21% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
27,077
shares
|
$1.56 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
27,077
shares
|
$1.56 Million
0.21% of portfolio
|
Q2 2025
Reduced 47.58%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
26,947
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
26,841
shares
|
$1.55 Million
0.12% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
26,821
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.49%
|