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 |
|---|---|---|---|---|---|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
152
shares
|
$8,762
0.0% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
151
shares
|
$8,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
136
shares
|
$7,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
128
shares
|
$7,379
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
125
shares
|
$7,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
125
shares
|
$7,206
0.0% of portfolio
|
Q2 2025
Added 220.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
124
shares
|
$7,148
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
116
shares
|
$6,687
0.0% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
114
shares
|
$6,572
0.0% of portfolio
|
Q4 2024
Added 1800.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
103
shares
|
$5,937
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
94
shares
|
$5,419
0.0% of portfolio
|
Q2 2025
Added 176.47%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
90
shares
|
$5,188
0.0% of portfolio
|
Q4 2024
Reduced 97.17%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
90
shares
|
$5,188
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
90
shares
|
$5,188
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
90
shares
|
$5,188
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
88
shares
|
$5,073
0.0% of portfolio
|
Q2 2025
Added 15.79%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
87
shares
|
$5,015
0.0% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
85
shares
|
$4,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
82
shares
|
$4,727
0.0% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
77
shares
|
$4,439
0.0% of portfolio
|
Q1 2025
Reduced 53.33%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
75
shares
|
$4,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$4,035
0.0% of portfolio
|
Q3 2024
Reduced 89.55%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
66
shares
|
$3,804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
60
shares
|
$3,459
0.0% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
58
shares
|
$3,343
0.0% of portfolio
|
Q2 2025
Reduced 97.01%
|