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 |
|---|---|---|---|---|---|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
7,504
shares
|
$412,269
0.15% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,467
shares
|
$410,236
0.5% of portfolio
|
Q3 2022
Added 12.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
7,420
shares
|
$407,654
0.02% of portfolio
|
Q1 2024
Reduced 19.56%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
7,339
shares
|
$403,204
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,222
shares
|
$396,776
0.15% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
7,213
shares
|
$396,282
0.18% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,201
shares
|
$395,622
0.01% of portfolio
|
Q2 2020
Added 24.73%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
6,973
shares
|
$383,096
0.09% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,947
shares
|
$381,668
0.08% of portfolio
|
Q2 2024
Reduced 11.6%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
6,945
shares
|
$381,558
0.14% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,864
shares
|
$377,108
0.0% of portfolio
|
Q3 2024
Added 51.86%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
6,844
shares
|
$376,009
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
6,793
shares
|
$373,207
0.3% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
6,691
shares
|
$367,603
0.07% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,680
shares
|
$366,999
0.01% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
6,652
shares
|
$365,460
0.14% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,581
shares
|
$361,560
0.03% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,397
shares
|
$351,451
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,369
shares
|
$349,912
0.0% of portfolio
|
Q4 2022
Reduced 3.65%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
6,326
shares
|
$347,550
0.03% of portfolio
|
Q3 2024
Added 51.99%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
6,294
shares
|
$345,792
0.18% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
6,274
shares
|
$344,693
0.17% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
6,258
shares
|
$343,814
0.0% of portfolio
|
Q3 2024
Reduced 57.55%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,123
shares
|
$336,397
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
6,095
shares
|
$334,859
0.01% of portfolio
|
Q3 2024
Reduced 0.78%
|