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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,063
shares
|
$291,881
0.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,059
shares
|
$291,651
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,043
shares
|
$290,728
0.0% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,035
shares
|
$290,267
0.01% of portfolio
|
Q2 2025
Reduced 24.47%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
4,906
shares
|
$282,830
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,839
shares
|
$278,968
0.14% of portfolio
|
Q4 2023
Reduced 79.53%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
4,820
shares
|
$277,873
0.13% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,806
shares
|
$277,065
0.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,780
shares
|
$275,567
0.0% of portfolio
|
Q2 2025
Reduced 38.11%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,672
shares
|
$269,340
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
4,654
shares
|
$268,303
0.07% of portfolio
|
Q2 2025
Added 1029.61%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
4,608
shares
|
$265,651
0.19% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,600
shares
|
$265,190
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
4,599
shares
|
$265,132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,598
shares
|
$265,074
0.09% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
4,573
shares
|
$263,633
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,480
shares
|
$258,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,420
shares
|
$254,813
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,400
shares
|
$253,660
0.03% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
4,344
shares
|
$250,431
0.15% of portfolio
|
Q2 2025
Reduced 94.92%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
4,299
shares
|
$247,837
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,256
shares
|
$245,358
0.07% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
4,247
shares
|
$244,839
0.0% of portfolio
|
Q2 2024
Reduced 4.9%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
4,228
shares
|
$243,744
0.11% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,212
shares
|
$242,821
0.01% of portfolio
|
Q2 2025
Added 0.1%
|