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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
281,857
shares
|
$16.2 Million
1.7% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
280,444
shares
|
$16.2 Million
0.39% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
272,527
shares
|
$15.7 Million
7.37% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
269,232
shares
|
$15.5 Million
1.82% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
264,422
shares
|
$15.2 Million
0.64% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
263,872
shares
|
$15.2 Million
2.94% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
260,228
shares
|
$15 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
259,226
shares
|
$14.9 Million
0.24% of portfolio
|
Q2 2025
Added 2118.26%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
233,079
shares
|
$13.4 Million
0.06% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
232,206
shares
|
$13.4 Million
3.44% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
231,724
shares
|
$13.4 Million
5.95% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
226,236
shares
|
$13 Million
1.48% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
224,694
shares
|
$13 Million
0.04% of portfolio
|
Q2 2025
Reduced 41.98%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
224,188
shares
|
$12.9 Million
5.96% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
222,675
shares
|
$12.8 Million
0.44% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
222,550
shares
|
$12.8 Million
2.04% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
218,293
shares
|
$12.6 Million
1.23% of portfolio
|
Q4 2023
Added 3.47%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
217,114
shares
|
$12.5 Million
0.72% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
215,375
shares
|
$12.4 Million
2.89% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
207,691
shares
|
$12 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
206,025
shares
|
$11.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
205,089
shares
|
$11.8 Million
1.64% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
204,449
shares
|
$11.8 Million
1.77% of portfolio
|
Q2 2025
Added 36.39%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
203,681
shares
|
$11.7 Million
6.13% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
200,770
shares
|
$11.6 Million
1.22% of portfolio
|
Q2 2025
Added 6.22%
|