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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
5,597
shares
|
$322,667
0.02% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,567
shares
|
$320,937
0.18% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
5,549
shares
|
$319,899
0.12% of portfolio
|
Q2 2025
Reduced 97.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,546
shares
|
$319,726
0.02% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
5,483
shares
|
$316,094
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
5,429
shares
|
$312,981
0.06% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,388
shares
|
$310,618
0.04% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,387
shares
|
$310,560
0.01% of portfolio
|
Q1 2024
Reduced 29.96%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
5,355
shares
|
$308,715
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
5,352
shares
|
$308,542
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
5,336
shares
|
$307,620
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,324
shares
|
$306,928
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
5,308
shares
|
$306,006
0.11% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
5,277
shares
|
$304,219
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
5,231
shares
|
$301,567
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,212
shares
|
$300,471
0.05% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
5,199
shares
|
$299,722
0.15% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,186
shares
|
$298,972
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,155
shares
|
$297,185
0.06% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
5,155
shares
|
$297,185
0.09% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,150
shares
|
$296,897
0.0% of portfolio
|
Q2 2025
Reduced 92.61%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
5,142
shares
|
$296,436
0.01% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
5,100
shares
|
$294,015
0.03% of portfolio
|
Q3 2020
Reduced 1.96%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
5,073
shares
|
$292,458
0.07% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
5,065
shares
|
$291,997
0.26% of portfolio
|
Q2 2025
Reduced 32.35%
|