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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
194,501
shares
|
$11.2 Million
0.48% of portfolio
|
Q1 2025
Added 39.88%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
194,442
shares
|
$11.2 Million
0.1% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
193,557
shares
|
$11.2 Million
5.3% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
193,545
shares
|
$11.2 Million
9.78% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
191,124
shares
|
$11 Million
0.64% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
186,408
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Added 71.06%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
185,758
shares
|
$10.7 Million
3.45% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
184,614
shares
|
$10.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
182,055
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
181,130
shares
|
$10.4 Million
0.11% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
179,723
shares
|
$10.4 Million
4.32% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
178,537
shares
|
$10.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
178,508
shares
|
$10.3 Million
4.05% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
176,356
shares
|
$10.2 Million
2.84% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
173,720
shares
|
$10 Million
1.08% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
171,330
shares
|
$9.88 Million
4.19% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
169,200
shares
|
$9.75 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
168,018
shares
|
$9.69 Million
0.05% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
162,496
shares
|
$9.37 Million
0.06% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
162,489
shares
|
$9.37 Million
0.87% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
160,056
shares
|
$9.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
153,067
shares
|
$8.82 Million
0.39% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
152,256
shares
|
$8.78 Million
2.86% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
151,567
shares
|
$8.74 Million
0.01% of portfolio
|
Q2 2025
Added 1016.6%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
151,000
shares
|
$8.71 Million
0.04% of portfolio
|
Q3 2023
New holding
|