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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
3,790
shares
|
$218,493
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
3,758
shares
|
$216,648
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
3,735
shares
|
$215,322
0.05% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,681
shares
|
$212,209
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
3,679
shares
|
$212,094
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,597
shares
|
$207,367
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
3,475
shares
|
$200,333
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,474
shares
|
$200,276
0.01% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,436
shares
|
$198,085
0.04% of portfolio
|
Q4 2024
Reduced 12.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,278
shares
|
$188,976
0.01% of portfolio
|
Q1 2025
Added 109166.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,213
shares
|
$185,229
0.0% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,195
shares
|
$184,191
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
3,186
shares
|
$183,672
0.08% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,158
shares
|
$182,058
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,045
shares
|
$175,544
0.0% of portfolio
|
Q2 2025
Reduced 20.06%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
3,027
shares
|
$174,506
0.08% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
2,779
shares
|
$160,209
0.05% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,617
shares
|
$150,870
0.0% of portfolio
|
Q2 2025
Added 127.37%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
2,491
shares
|
$143,606
0.05% of portfolio
|
Q3 2024
Reduced 30.17%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,256
shares
|
$130,058
0.0% of portfolio
|
Q2 2025
Reduced 45.76%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,226
shares
|
$128,328
0.01% of portfolio
|
Q2 2022
Reduced 11.03%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
2,215
shares
|
$127,694
0.1% of portfolio
|
Q1 2025
Added 1202.94%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,096
shares
|
$120,834
0.03% of portfolio
|
Q3 2024
Added 70.41%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,095
shares
|
$120,776
0.09% of portfolio
|
Q4 2024
Reduced 85.58%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,085
shares
|
$120,200
0.06% of portfolio
|
Q4 2023
Added 2.06%
|