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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
895
shares
|
$51,596
0.0% of portfolio
|
Q2 2025
Added 308.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
868
shares
|
$50,040
0.02% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
867
shares
|
$49,982
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
858
shares
|
$49,463
0.03% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
806
shares
|
$46,465
0.0% of portfolio
|
Q4 2023
Added 214.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
727
shares
|
$41,911
0.0% of portfolio
|
Q2 2025
Added 37.43%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
717
shares
|
$41,335
0.03% of portfolio
|
Q2 2025
Reduced 47.43%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
697
shares
|
$40,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
681
shares
|
$39,259
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
660
shares
|
$38,049
0.03% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
636
shares
|
$36,665
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
632
shares
|
$36,434
0.01% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
612
shares
|
$35,281
0.01% of portfolio
|
Q4 2023
Reduced 1.61%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
590
shares
|
$34,013
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
586
shares
|
$33,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
586
shares
|
$33,782
0.0% of portfolio
|
Q1 2025
Added 170.05%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
585
shares
|
$33,725
0.01% of portfolio
|
Q1 2025
Reduced 9.16%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
565
shares
|
$32,572
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
565
shares
|
$32,572
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
556
shares
|
$32,053
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
554
shares
|
$31,938
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
549
shares
|
$31,649
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
509
shares
|
$29,343
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
509
shares
|
$29,343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
501
shares
|
$28,882
0.0% of portfolio
|
Q2 2025
New holding
|