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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
12,363
shares
|
$712,726
0.02% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
12,349
shares
|
$711,919
0.13% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
12,200
shares
|
$703,330
0.1% of portfolio
|
Q4 2024
Reduced 15.28%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
12,196
shares
|
$703,099
0.25% of portfolio
|
Q2 2025
Added 13.29%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
12,158
shares
|
$700,908
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,992
shares
|
$691,338
0.08% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
11,859
shares
|
$683,671
0.23% of portfolio
|
Q1 2025
Reduced 86.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,706
shares
|
$674,850
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
11,678
shares
|
$673,236
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,608
shares
|
$669,201
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
11,329
shares
|
$653,116
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,253
shares
|
$648,735
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
11,189
shares
|
$645,045
0.3% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,153
shares
|
$642,970
0.0% of portfolio
|
Q2 2025
Added 152.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
11,088
shares
|
$639,223
0.0% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
10,851
shares
|
$625,560
0.38% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
10,830
shares
|
$624,349
0.04% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
10,630
shares
|
$612,819
0.08% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
10,610
shares
|
$611,666
0.09% of portfolio
|
Q2 2025
Reduced 20.46%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,481
shares
|
$604,229
0.0% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
10,454
shares
|
$602,673
0.44% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,451
shares
|
$602,500
0.03% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,298
shares
|
$593,679
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,259
shares
|
$591,431
0.01% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
10,105
shares
|
$582,553
0.05% of portfolio
|
Q2 2022
Reduced 1.22%
|