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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18,050
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
17,993
shares
|
$1.04 Million
0.61% of portfolio
|
Q1 2025
Added 202.66%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
17,990
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
17,963
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
17,904
shares
|
$1.03 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
17,880
shares
|
$1.03 Million
0.74% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
17,846
shares
|
$1.03 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
17,628
shares
|
$1.02 Million
0.22% of portfolio
|
Q1 2025
Added 14.55%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
17,507
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
17,289
shares
|
$996,710
0.03% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,236
shares
|
$993,655
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
17,192
shares
|
$991,118
0.07% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
17,021
shares
|
$981,260
0.0% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
16,943
shares
|
$976,763
0.29% of portfolio
|
Q2 2025
Reduced 49.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
16,833
shares
|
$970,422
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
16,782
shares
|
$967,482
0.14% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
16,566
shares
|
$955,029
0.19% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
16,468
shares
|
$949,380
0.04% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
16,457
shares
|
$948,746
0.03% of portfolio
|
Q2 2025
Added 59.05%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
16,454
shares
|
$948,573
0.16% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
16,259
shares
|
$937,331
0.3% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
16,256
shares
|
$937,158
0.16% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
16,255
shares
|
$937,100
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
16,115
shares
|
$929,029
0.37% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
16,100
shares
|
$928,165
0.35% of portfolio
|
Q2 2025
Reduced 36.05%
|