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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
500
shares
|
$28,825
0.0% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$28,825
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
488
shares
|
$28,133
0.02% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
481
shares
|
$27,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
460
shares
|
$26,519
0.0% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
444
shares
|
$25,596
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
435
shares
|
$25,077
0.01% of portfolio
|
Q2 2025
Reduced 93.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
425
shares
|
$24,501
0.0% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
424
shares
|
$24,443
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
401
shares
|
$23,117
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
372
shares
|
$21,445
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
369
shares
|
$21,272
0.01% of portfolio
|
Q4 2024
Reduced 48.39%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
352
shares
|
$20,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
323
shares
|
$18,620
0.01% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
305
shares
|
$17,583
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
274
shares
|
$15,796
0.0% of portfolio
|
Q1 2025
Reduced 71.95%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
260
shares
|
$14,989
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
257
shares
|
$14,816
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
240
shares
|
$13,836
0.0% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
225
shares
|
$12,971
0.0% of portfolio
|
Q2 2025
Reduced 56.23%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
214
shares
|
$12,337
0.01% of portfolio
|
Q2 2025
Added 29.7%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
199
shares
|
$11,472
0.0% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
190
shares
|
$10,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
171
shares
|
$9,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
169
shares
|
$9,742
0.0% of portfolio
|
Q4 2024
Reduced 62.44%
|