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 |
|---|---|---|---|---|---|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
127,961
shares
|
$7.03 Million
2.02% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
127,104
shares
|
$6.98 Million
0.88% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
124,931
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
122,728
shares
|
$6.74 Million
2.87% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
121,081
shares
|
$6.65 Million
2.18% of portfolio
|
Q3 2024
Added 55.08%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
119,567
shares
|
$6.57 Million
2.52% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
119,459
shares
|
$6.56 Million
0.19% of portfolio
|
Q3 2024
Reduced 53.15%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
118,450
shares
|
$6.51 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
117,769
shares
|
$6.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
113,320
shares
|
$6.23 Million
1.28% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
110,996
shares
|
$6.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
110,113
shares
|
$6.05 Million
3.03% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
110,006
shares
|
$6.04 Million
0.18% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
109,724
shares
|
$6.03 Million
0.01% of portfolio
|
Q3 2024
Added 76.43%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
109,141
shares
|
$6 Million
1.12% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
108,828
shares
|
$5.98 Million
3.71% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,049
shares
|
$5.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
107,985
shares
|
$5.93 Million
0.0% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
106,809
shares
|
$5.87 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
102,373
shares
|
$5.62 Million
1.67% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
99,942
shares
|
$5.49 Million
1.62% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
96,478
shares
|
$5.3 Million
0.59% of portfolio
|
Q3 2024
Reduced 62.77%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
95,528
shares
|
$5.25 Million
0.26% of portfolio
|
Q3 2024
Added 88.27%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
95,428
shares
|
$5.24 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,043
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2024
Added 8.27%
|