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 |
|---|---|---|---|---|---|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
7,540
shares
|
$434,681
0.26% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
7,511
shares
|
$433,009
0.17% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,468
shares
|
$430,530
0.16% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
7,467
shares
|
$430,472
0.5% of portfolio
|
Q3 2022
Added 12.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,444
shares
|
$429,146
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
7,441
shares
|
$428,973
0.0% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
7,403
shares
|
$426,782
0.01% of portfolio
|
Q2 2025
Reduced 35.6%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
7,380
shares
|
$425,457
0.16% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,368
shares
|
$424,765
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
7,357
shares
|
$424,131
0.33% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
7,326
shares
|
$422,343
0.08% of portfolio
|
Q2 2025
Reduced 87.28%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
7,275
shares
|
$419,403
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,201
shares
|
$415,137
0.01% of portfolio
|
Q2 2020
Added 24.73%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
7,150
shares
|
$412,197
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,133
shares
|
$411,217
0.02% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
7,120
shares
|
$410,468
0.08% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
7,030
shares
|
$405,279
0.1% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
7,012
shares
|
$404,241
0.01% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,993
shares
|
$403,146
0.02% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
6,987
shares
|
$402,800
0.08% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
6,950
shares
|
$400,667
0.27% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,839
shares
|
$394,268
0.02% of portfolio
|
Q2 2025
Reduced 46.92%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
6,837
shares
|
$394,153
0.06% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
6,766
shares
|
$390,059
0.07% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
6,735
shares
|
$388,272
0.07% of portfolio
|
Q2 2025
Reduced 2.62%
|