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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
4,192
shares
|
$241,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,176
shares
|
$240,746
0.17% of portfolio
|
Q2 2025
Reduced 24.59%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
4,155
shares
|
$239,535
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
4,128
shares
|
$237,979
0.06% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4,102
shares
|
$236,480
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,078
shares
|
$235,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
4,063
shares
|
$234,231
0.05% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
4,032
shares
|
$232,444
0.02% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
4,026
shares
|
$232,098
0.04% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
4,019
shares
|
$231,695
0.04% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
3,995
shares
|
$230,311
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,992
shares
|
$230,138
0.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,965
shares
|
$228,582
0.01% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
3,953
shares
|
$227,890
0.07% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
3,936
shares
|
$226,910
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
3,931
shares
|
$226,622
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
3,916
shares
|
$225,757
0.29% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
3,898
shares
|
$224,719
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
3,896
shares
|
$224,604
0.16% of portfolio
|
Q2 2025
Reduced 52.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,882
shares
|
$223,797
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
3,871
shares
|
$223,163
0.02% of portfolio
|
Q3 2024
Reduced 23.54%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,866
shares
|
$222,874
0.02% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
3,850
shares
|
$221,952
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,828
shares
|
$220,684
0.0% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
3,823
shares
|
$220,395
0.2% of portfolio
|
Q2 2025
New holding
|