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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
971,121
shares
|
$56 Million
1.06% of portfolio
|
Q2 2025
Added 130.95%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
927,600
shares
|
$53.5 Million
5.9% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
903,143
shares
|
$52.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.09%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
896,715
shares
|
$51.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 23.35%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
874,665
shares
|
$50.4 Million
3.95% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
860,852
shares
|
$49.6 Million
5.64% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
846,902
shares
|
$48.8 Million
0.06% of portfolio
|
Q2 2025
Added 117.82%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
827,232
shares
|
$47.7 Million
4.36% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
816,324
shares
|
$47.1 Million
0.37% of portfolio
|
Q2 2025
Added 111.13%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
810,600
shares
|
$46.7 Million
2.91% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
759,881
shares
|
$43.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
720,474
shares
|
$41.5 Million
2.7% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
698,326
shares
|
$40.3 Million
0.4% of portfolio
|
Q2 2022
Reduced 45.02%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
696,729
shares
|
$40.2 Million
7.19% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
681,911
shares
|
$39.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
673,664
shares
|
$38.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
668,292
shares
|
$38.5 Million
8.82% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
638,392
shares
|
$36.8 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
637,637
shares
|
$36.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
627,323
shares
|
$36.2 Million
0.07% of portfolio
|
Q2 2025
Added 3714.44%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
626,762
shares
|
$36.1 Million
2.79% of portfolio
|
Q2 2025
Added 10.61%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
603,915
shares
|
$34.8 Million
6.14% of portfolio
|
Q2 2025
Added 60.38%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
576,157
shares
|
$33.2 Million
1.2% of portfolio
|
Q2 2025
Reduced 69.66%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
564,777
shares
|
$32.6 Million
0.5% of portfolio
|
Q2 2025
Added 368.35%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
554,543
shares
|
$32 Million
2.66% of portfolio
|
Q2 2025
Added 15.33%
|