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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
55
shares
|
$3,170
0.0% of portfolio
|
Q2 2025
Reduced 78.85%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
54
shares
|
$3,113
0.0% of portfolio
|
Q4 2024
Reduced 46.53%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
45
shares
|
$2,594
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
43
shares
|
$2,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
42
shares
|
$2,421
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$2,421
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
27
shares
|
$1,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
24
shares
|
$1,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
24
shares
|
$1,383
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
23
shares
|
$1,325
0.0% of portfolio
|
Q1 2024
Reduced 45.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,153
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
19
shares
|
$1,095
0.0% of portfolio
|
Q2 2025
Reduced 92.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
18
shares
|
$1,037
0.0% of portfolio
|
Q1 2025
Reduced 70.97%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$922
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
15
shares
|
$864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
15
shares
|
$864
0.0% of portfolio
|
Q4 2024
Reduced 95.5%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
14
shares
|
$807
0.0% of portfolio
|
Q4 2024
Reduced 83.72%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
13
shares
|
$749
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
10
shares
|
$576
0.0% of portfolio
|
Q1 2025
Reduced 87.5%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
6
shares
|
$345
0.0% of portfolio
|
Q1 2025
Reduced 99.57%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
5
shares
|
$288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
4
shares
|
$230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
4
shares
|
$230
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3
shares
|
$172
0.0% of portfolio
|
Q2 2025
Reduced 90.0%
|