Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 720 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
14,883
shares
|
$780,613
0.01% of portfolio
|
Q4 2022
Reduced 0.77%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
14,738
shares
|
$773,008
0.2% of portfolio
|
Q4 2024
Added 34.86%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
14,692
shares
|
$770,595
0.06% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
14,631
shares
|
$767,395
0.14% of portfolio
|
Q4 2024
Reduced 60.47%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
14,622
shares
|
$766,923
0.06% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
14,527
shares
|
$761,941
0.14% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
14,496
shares
|
$760,315
0.11% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
14,361
shares
|
$753,234
0.12% of portfolio
|
Q4 2024
Reduced 28.73%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
14,270
shares
|
$748,461
0.07% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,248
shares
|
$747,307
0.03% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
14,222
shares
|
$745,943
0.0% of portfolio
|
Q4 2024
Reduced 17.87%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
14,194
shares
|
$744,475
0.09% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
14,190
shares
|
$744,265
0.24% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
14,116
shares
|
$740,384
0.06% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
13,941
shares
|
$731,205
0.02% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
13,799
shares
|
$723,757
0.03% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,786
shares
|
$723,075
0.0% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
13,614
shares
|
$714,054
1.04% of portfolio
|
Q3 2023
Reduced 14.87%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
13,511
shares
|
$708,651
0.25% of portfolio
|
Q3 2023
Added 46.68%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
13,510
shares
|
$708,599
0.04% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Aldebaran Financial Inc.
|
Feb 14, 2025 Q4 2024 |
13,490
shares
|
$707,550
0.87% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,365
shares
|
$700,994
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
13,337
shares
|
$699,525
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
13,264
shares
|
$695,696
0.03% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
13,147
shares
|
$689,560
0.04% of portfolio
|
Q3 2024
Reduced 3.99%
|