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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
14,116
shares
|
$813,787
0.05% of portfolio
|
Q2 2024
Added 2.35%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,109
shares
|
$813,383
0.2% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
14,090
shares
|
$812,288
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
14,024
shares
|
$808,483
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
13,984
shares
|
$806,177
0.02% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
13,879
shares
|
$800,124
1.15% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,764
shares
|
$793,494
0.44% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
13,761
shares
|
$793,321
0.46% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
13,755
shares
|
$792,975
0.83% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
13,614
shares
|
$784,847
1.04% of portfolio
|
Q3 2023
Reduced 14.87%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
13,608
shares
|
$784,501
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
13,511
shares
|
$778,909
0.24% of portfolio
|
Q3 2023
Added 46.68%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
13,339
shares
|
$768,993
0.24% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
13,329
shares
|
$768,416
0.04% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
13,244
shares
|
$763,516
0.07% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
13,229
shares
|
$762,651
0.38% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
13,143
shares
|
$757,693
0.03% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,097
shares
|
$755,042
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
13,057
shares
|
$752,736
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
12,988
shares
|
$748,758
0.03% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
12,897
shares
|
$743,512
0.05% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
12,720
shares
|
$733,308
0.05% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
12,645
shares
|
$728,984
0.15% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
12,488
shares
|
$719,933
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
12,375
shares
|
$713,418
0.02% of portfolio
|
Q1 2024
Added 0.23%
|