Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 619 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
327,196
shares
|
$17.9 Million
0.85% of portfolio
|
Q2 2024
Added 15.39%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
326,250
shares
|
$17.8 Million
0.07% of portfolio
|
Q2 2024
Added 0.78%
|
|
Cahaba Wealth Management, Inc.
|
Aug 05, 2024 Q2 2024 |
321,606
shares
|
$17.6 Million
1.46% of portfolio
|
Q2 2024
Added 4.88%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
315,300
shares
|
$17.2 Million
0.06% of portfolio
|
Q2 2024
Reduced 9.48%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
299,337
shares
|
$16.3 Million
0.75% of portfolio
|
Q2 2024
Added 9.72%
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jul 31, 2024 Q2 2024 |
294,209
shares
|
$16.1 Million
4.6% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 02, 2024 Q2 2024 |
283,533
shares
|
$15.5 Million
3.82% of portfolio
|
Q2 2024
Added 52.32%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
280,745
shares
|
$15.3 Million
0.28% of portfolio
|
Q2 2024
Added 1.56%
|
|
Citizens & Northern Corp
|
Jul 30, 2024 Q2 2024 |
277,696
shares
|
$15.2 Million
4.48% of portfolio
|
Q2 2024
Added 8.7%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
274,870
shares
|
$15 Million
0.05% of portfolio
|
Q2 2024
Added 22.34%
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
259,167
shares
|
$14.1 Million
2.09% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
256,603
shares
|
$14 Million
0.03% of portfolio
|
Q2 2024
Added 21.96%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
254,971
shares
|
$13.9 Million
0.5% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
253,315
shares
|
$13.8 Million
3.23% of portfolio
|
Q2 2024
Added 3.93%
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2024 Q2 2024 |
249,050
shares
|
$13.6 Million
6.82% of portfolio
|
Q2 2024
Added 3.29%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 08, 2024 Q2 2024 |
239,945
shares
|
$13.1 Million
1.89% of portfolio
|
Q2 2024
Reduced 31.09%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
230,851
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2024
Added 11.63%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
218,293
shares
|
$11.9 Million
1.23% of portfolio
|
Q4 2023
Added 3.47%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
212,856
shares
|
$11.6 Million
0.6% of portfolio
|
Q2 2024
Added 5.5%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
212,801
shares
|
$11.6 Million
0.49% of portfolio
|
Q2 2024
Added 7.71%
|
|
Louisiana State Employees Retirement System
|
Jul 24, 2024 Q2 2024 |
209,100
shares
|
$11.4 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2024 Q2 2024 |
208,654
shares
|
$11.4 Million
0.62% of portfolio
|
Q2 2024
Added 2.58%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
207,059
shares
|
$11.3 Million
0.07% of portfolio
|
Q2 2024
Added 7.32%
|
|
First International Bank & Trust
Watford City, ND |
Jul 03, 2024 Q2 2024 |
199,057
shares
|
$10.9 Million
3.51% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
198,314
shares
|
$10.8 Million
0.16% of portfolio
|
Q2 2024
Added 6.43%
|