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 |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
8,756
shares
|
$504,783
0.28% of portfolio
|
Q2 2025
Reduced 50.53%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
8,726
shares
|
$503,053
0.2% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
8,702
shares
|
$501,670
0.03% of portfolio
|
Q2 2025
Reduced 40.77%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
8,631
shares
|
$497,577
0.02% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
8,530
shares
|
$491,754
0.66% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,494
shares
|
$489,679
0.01% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,395
shares
|
$483,971
0.02% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
8,355
shares
|
$481,665
0.21% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,255
shares
|
$475,900
0.0% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
8,252
shares
|
$475,727
0.19% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$472,441
0.0% of portfolio
|
Q3 2023
Reduced 2.94%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
8,070
shares
|
$465,235
0.22% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
8,032
shares
|
$463,044
0.05% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
8,000
shares
|
$461,200
0.01% of portfolio
|
Q2 2025
Added 116.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,973
shares
|
$459,643
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,870
shares
|
$453,705
0.01% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
7,707
shares
|
$444,308
0.01% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
7,695
shares
|
$443,616
0.0% of portfolio
|
Q2 2025
Added 372.09%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
7,658
shares
|
$441,483
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
7,618
shares
|
$439,177
0.03% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,605
shares
|
$438,428
0.03% of portfolio
|
Q4 2023
Reduced 6.93%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
7,604
shares
|
$438,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,602
shares
|
$438,255
0.15% of portfolio
|
Q3 2023
Reduced 41.38%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
7,597
shares
|
$437,967
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
7,580
shares
|
$436,987
0.01% of portfolio
|
Q2 2025
Added 24.26%
|