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 |
|---|---|---|---|---|---|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
6,731
shares
|
$388,042
0.28% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
6,688
shares
|
$385,563
0.0% of portfolio
|
Q2 2025
Reduced 86.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,680
shares
|
$385,102
0.01% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,581
shares
|
$379,394
0.09% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
6,566
shares
|
$378,529
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
6,556
shares
|
$377,953
0.09% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
6,540
shares
|
$377,031
0.13% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
6,534
shares
|
$376,685
0.18% of portfolio
|
Q4 2024
Reduced 27.67%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
6,449
shares
|
$371,784
0.16% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,369
shares
|
$367,172
0.0% of portfolio
|
Q4 2022
Reduced 3.65%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
6,120
shares
|
$352,818
0.16% of portfolio
|
Q2 2025
Added 50.89%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
6,094
shares
|
$351,319
0.07% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
6,081
shares
|
$350,569
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
6,080
shares
|
$350,512
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
6,010
shares
|
$346,476
0.07% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
5,969
shares
|
$344,112
0.01% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,961
shares
|
$343,651
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
5,954
shares
|
$343,248
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
5,926
shares
|
$341,633
0.07% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
5,918
shares
|
$341,172
0.02% of portfolio
|
Q4 2021
Reduced 1.56%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
5,850
shares
|
$337,252
0.07% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,771
shares
|
$332,698
0.02% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
5,690
shares
|
$328,028
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
5,638
shares
|
$325,030
0.08% of portfolio
|
Q2 2025
Reduced 49.26%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
5,615
shares
|
$323,704
0.12% of portfolio
|
Q2 2025
Reduced 9.44%
|