Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 750 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
954,186
shares
|
$53.4 Million
0.47% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
942,381
shares
|
$52.8 Million
5.57% of portfolio
|
Q1 2025
Added 77.01%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
927,600
shares
|
$51.9 Million
6.04% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
867,811
shares
|
$48.6 Million
3.78% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
833,243
shares
|
$46.6 Million
4.44% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
811,832
shares
|
$45.4 Million
5.65% of portfolio
|
Q1 2025
Added 39.52%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
751,570
shares
|
$42.1 Million
3.74% of portfolio
|
Q1 2025
Added 9.49%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
740,348
shares
|
$41.4 Million
2.8% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
731,517
shares
|
$41 Million
0.01% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
698,326
shares
|
$39.1 Million
0.4% of portfolio
|
Q2 2022
Reduced 45.02%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
696,729
shares
|
$39 Million
7.19% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
691,922
shares
|
$38.7 Million
0.11% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
673,664
shares
|
$37.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
668,292
shares
|
$37.4 Million
8.82% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
653,472
shares
|
$36.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
638,790
shares
|
$35.8 Million
0.79% of portfolio
|
Q1 2025
Reduced 51.34%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
626,762
shares
|
$35.1 Million
2.79% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
624,037
shares
|
$34.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 31.92%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
608,348
shares
|
$34.1 Million
2.3% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
603,915
shares
|
$33.8 Million
6.14% of portfolio
|
Q2 2025
Added 60.38%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
554,543
shares
|
$31 Million
2.66% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
May 08, 2025 Q1 2025 |
490,800
shares
|
$27.5 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
486,544
shares
|
$27.2 Million
0.01% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
481,259
shares
|
$26.9 Million
0.25% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
475,513
shares
|
$26.6 Million
0.76% of portfolio
|
Q4 2024
Reduced 12.7%
|