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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
515,423
shares
|
$29.7 Million
0.24% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
509,894
shares
|
$29.4 Million
0.01% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
490,448
shares
|
$28.3 Million
4.92% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
474,386
shares
|
$27.3 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
467,824
shares
|
$27 Million
0.17% of portfolio
|
Q2 2025
Reduced 25.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
460,627
shares
|
$26.6 Million
0.07% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
442,486
shares
|
$25.5 Million
0.06% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
434,356
shares
|
$25 Million
1.71% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
433,645
shares
|
$25 Million
1.84% of portfolio
|
Q2 2025
Added 34.25%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
420,465
shares
|
$24.2 Million
0.89% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
399,113
shares
|
$23 Million
3.42% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
398,243
shares
|
$23 Million
0.09% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
396,454
shares
|
$22.9 Million
0.97% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
384,152
shares
|
$22.1 Million
4.4% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
377,916
shares
|
$21.8 Million
7.22% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
364,101
shares
|
$21 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
354,542
shares
|
$20.4 Million
0.22% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
347,726
shares
|
$20 Million
0.4% of portfolio
|
Q2 2025
Added 53.1%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
309,465
shares
|
$17.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
305,646
shares
|
$17.6 Million
0.02% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
301,825
shares
|
$17.4 Million
0.23% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
294,863
shares
|
$17 Million
2.76% of portfolio
|
Q2 2025
Added 23.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
289,056
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
285,956
shares
|
$16.5 Million
0.04% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
283,724
shares
|
$16.4 Million
3.03% of portfolio
|
Q2 2025
Added 19.2%
|