Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 751 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
196,673
shares
|
$11 Million
1.76% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
194,501
shares
|
$10.9 Million
0.48% of portfolio
|
Q1 2025
Added 39.88%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
194,442
shares
|
$10.9 Million
0.1% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
194,255
shares
|
$10.9 Million
2.65% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
191,919
shares
|
$10.7 Million
3.24% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
191,098
shares
|
$10.7 Million
0.67% of portfolio
|
Q1 2025
Reduced 16.9%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
189,022
shares
|
$10.6 Million
1.21% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
185,992
shares
|
$10.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
185,758
shares
|
$10.4 Million
3.45% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
184,614
shares
|
$10.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
178,508
shares
|
$9.99 Million
4.05% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
177,385
shares
|
$9.93 Million
4.06% of portfolio
|
Q1 2025
Added 72.83%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
176,356
shares
|
$9.87 Million
2.84% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
174,006
shares
|
$9.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
173,720
shares
|
$9.72 Million
1.08% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
169,855
shares
|
$9.51 Million
4.19% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
169,200
shares
|
$9.47 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
163,767
shares
|
$9.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
162,496
shares
|
$9.1 Million
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
162,489
shares
|
$9.1 Million
0.87% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
161,011
shares
|
$9.01 Million
8.86% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
160,451
shares
|
$8.98 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
158,072
shares
|
$8.85 Million
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
156,032
shares
|
$8.73 Million
1.04% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
153,751
shares
|
$8.61 Million
2.79% of portfolio
|
Q1 2025
Added 2.95%
|