Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 655 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $10.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
209,294
shares
|
$11.5 Million
0.68% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
203,194
shares
|
$11.2 Million
6.56% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
201,871
shares
|
$11.1 Million
5.05% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
200,598
shares
|
$11 Million
1.05% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
193,369
shares
|
$10.6 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
193,017
shares
|
$10.6 Million
3.44% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
191,907
shares
|
$10.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
189,395
shares
|
$10.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
187,913
shares
|
$10.3 Million
0.42% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
186,265
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
186,092
shares
|
$10.2 Million
3.05% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
185,850
shares
|
$10.2 Million
1.67% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
185,800
shares
|
$10.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
185,673
shares
|
$10.2 Million
1.28% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
185,448
shares
|
$10.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
181,247
shares
|
$9.96 Million
2.93% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
178,746
shares
|
$9.82 Million
1.83% of portfolio
|
Q3 2024
Added 8.71%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
176,634
shares
|
$9.7 Million
4.69% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
176,105
shares
|
$9.68 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
174,758
shares
|
$9.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
174,483
shares
|
$9.59 Million
2.5% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
174,455
shares
|
$9.58 Million
0.11% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
174,109
shares
|
$9.57 Million
0.49% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
170,417
shares
|
$9.36 Million
0.03% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
167,506
shares
|
$9.2 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.65%
|