Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 655 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
8,631
shares
|
$474,187
0.03% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
8,605
shares
|
$472,758
0.24% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,603
shares
|
$472,648
0.02% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
8,467
shares
|
$465,176
0.31% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
8,412
shares
|
$462,155
0.15% of portfolio
|
Q3 2024
Reduced 98.17%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
8,385
shares
|
$460,671
0.08% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
8,377
shares
|
$460,232
0.11% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
8,366
shares
|
$459,628
0.08% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
8,289
shares
|
$455,397
0.16% of portfolio
|
Q3 2024
Reduced 19.36%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,250
shares
|
$453,255
0.0% of portfolio
|
Q3 2024
Added 30.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$450,233
0.0% of portfolio
|
Q3 2023
Reduced 2.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,156
shares
|
$448,090
0.01% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
8,014
shares
|
$440,289
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
8,000
shares
|
$439,520
0.07% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
8,000
shares
|
$439,520
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
7,858
shares
|
$431,718
0.23% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
7,844
shares
|
$430,949
0.03% of portfolio
|
Q3 2024
Reduced 38.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,783
shares
|
$427,598
0.0% of portfolio
|
Q3 2024
Reduced 81.62%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
7,770
shares
|
$426,883
0.18% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
7,719
shares
|
$424,081
0.15% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
7,707
shares
|
$423,422
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,676
shares
|
$421,719
0.02% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
7,606
shares
|
$417,873
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,605
shares
|
$417,818
0.03% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,602
shares
|
$417,653
0.15% of portfolio
|
Q3 2023
Reduced 41.38%
|