Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 619 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
197,776
shares
|
$10.8 Million
0.76% of portfolio
|
Q2 2024
Added 0.37%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
195,334
shares
|
$10.7 Million
0.16% of portfolio
|
Q2 2024
Added 12.92%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
193,601
shares
|
$10.6 Million
2.42% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
Wbh Advisory Inc
|
Jul 11, 2024 Q2 2024 |
192,262
shares
|
$10.5 Million
1.01% of portfolio
|
Q2 2024
Added 2.07%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
191,804
shares
|
$10.5 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
191,411
shares
|
$10.4 Million
0.07% of portfolio
|
Q2 2024
Added 30.97%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
190,132
shares
|
$10.4 Million
0.14% of portfolio
|
Q2 2024
Reduced 25.45%
|
|
Montz Harcus Wealth Management LLC
|
Jul 19, 2024 Q2 2024 |
189,400
shares
|
$10.3 Million
6.35% of portfolio
|
Q2 2024
Added 3.81%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
188,684
shares
|
$10.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Windsor Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
188,562
shares
|
$10.3 Million
3.09% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
Alta Wealth Advisors LLC
|
Jul 24, 2024 Q2 2024 |
186,587
shares
|
$10.2 Million
4.78% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
186,419
shares
|
$10.2 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
182,042
shares
|
$9.94 Million
1.23% of portfolio
|
Q2 2024
Added 0.44%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
178,032
shares
|
$9.72 Million
2.91% of portfolio
|
Q2 2024
Added 9.46%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
177,284
shares
|
$9.68 Million
6.18% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
177,276
shares
|
$9.68 Million
1.16% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
176,163
shares
|
$9.62 Million
1.13% of portfolio
|
Q2 2024
Reduced 54.14%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
175,317
shares
|
$9.57 Million
0.4% of portfolio
|
Q2 2024
Added 8.49%
|
|
Symphony Financial, Ltd. Co.
|
Jul 17, 2024 Q2 2024 |
172,445
shares
|
$9.41 Million
1.62% of portfolio
|
Q2 2024
Added 10.56%
|
|
Park Avenue Securities LLC
|
Jul 09, 2024 Q2 2024 |
168,772
shares
|
$9.21 Million
0.11% of portfolio
|
Q2 2024
Added 6.59%
|
|
Kwb Wealth
Redlands, CA |
Jul 23, 2024 Q2 2024 |
168,607
shares
|
$9.2 Million
1.18% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
Pachira Investments Inc.
|
Jul 15, 2024 Q2 2024 |
168,571
shares
|
$9.2 Million
7.67% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Jul 31, 2024 Q2 2024 |
167,741
shares
|
$9.16 Million
5.03% of portfolio
|
Q2 2024
New holding
|
|
Executive Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
167,329
shares
|
$9.13 Million
1.74% of portfolio
|
Q2 2024
Added 4.72%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
165,106
shares
|
$9.01 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.01%
|