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 |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
22,263
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Added 47.61%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
22,103
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
22,036
shares
|
$1.27 Million
0.36% of portfolio
|
Q2 2025
Added 35.75%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
21,836
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
21,734
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 50.11%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
21,700
shares
|
$1.25 Million
0.25% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,631
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
20,477
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
20,287
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
20,092
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,944
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,826
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 134.79%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
19,682
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
19,627
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
19,621
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
19,582
shares
|
$1.13 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
19,506
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
19,482
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,454
shares
|
$1.12 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
19,410
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
19,219
shares
|
$1.11 Million
0.62% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
19,027
shares
|
$1.1 Million
0.32% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
18,520
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
18,401
shares
|
$1.06 Million
1.27% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
18,188
shares
|
$1.05 Million
0.37% of portfolio
|
Q2 2025
Added 50422.22%
|