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 |
|---|---|---|---|---|---|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
26,488
shares
|
$1.53 Million
0.9% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
26,370
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
26,323
shares
|
$1.52 Million
1.43% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
26,160
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
26,036
shares
|
$1.5 Million
0.62% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
25,976
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
25,730
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
Added 22873.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
25,600
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 374.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,213
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,140
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 28.36%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
24,509
shares
|
$1.41 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
24,264
shares
|
$1.4 Million
0.37% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
24,097
shares
|
$1.39 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
24,063
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
23,732
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
23,473
shares
|
$1.35 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
23,414
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
Added 1653.86%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
23,400
shares
|
$1.35 Million
0.14% of portfolio
|
Q2 2025
Added 43.58%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
22,951
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
22,947
shares
|
$1.32 Million
0.73% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
22,707
shares
|
$1.31 Million
0.32% of portfolio
|
Q2 2025
Reduced 91.53%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
22,581
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
22,562
shares
|
$1.3 Million
0.47% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
22,509
shares
|
$1.3 Million
0.3% of portfolio
|
Q2 2022
Reduced 33.37%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
22,338
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.77%
|