Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 803 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
54
shares
|
$3,038
0.0% of portfolio
|
Q4 2024
Reduced 46.53%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
45
shares
|
$2,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
45
shares
|
$2,532
0.0% of portfolio
|
Q3 2025
Reduced 36.62%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
43
shares
|
$2,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
42
shares
|
$2,363
0.0% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
42
shares
|
$2,363
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
27
shares
|
$1,519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
24
shares
|
$1,350
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
24
shares
|
$1,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
23
shares
|
$1,294
0.0% of portfolio
|
Q1 2024
Reduced 45.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
20
shares
|
$1,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
19
shares
|
$1,069
0.0% of portfolio
|
Q3 2025
Added 216.67%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
18
shares
|
$1,012
0.0% of portfolio
|
Q1 2025
Reduced 70.97%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
16
shares
|
$900
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
15
shares
|
$844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
15
shares
|
$844
0.0% of portfolio
|
Q4 2024
Reduced 95.5%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14
shares
|
$787
0.0% of portfolio
|
Q4 2024
Reduced 83.72%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
13
shares
|
$731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
13
shares
|
$731
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
10
shares
|
$562
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
9
shares
|
$506
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
5
shares
|
$281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
5
shares
|
$281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
2
shares
|
$112
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q3 2025
New holding
|
|