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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
150,610
shares
|
$8.68 Million
0.7% of portfolio
|
Q2 2025
Added 72.75%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
149,612
shares
|
$8.63 Million
0.25% of portfolio
|
Q3 2022
Reduced 8.29%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
148,142
shares
|
$8.54 Million
1.38% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
148,130
shares
|
$8.54 Million
0.08% of portfolio
|
Q2 2025
Added 31.89%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
145,668
shares
|
$8.4 Million
2.71% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
144,930
shares
|
$8.36 Million
4.09% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
144,138
shares
|
$8.31 Million
0.01% of portfolio
|
Q2 2025
Added 185.73%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
138,757
shares
|
$8 Million
0.08% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
138,437
shares
|
$7.98 Million
1.1% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
137,303
shares
|
$7.92 Million
3.92% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
136,985
shares
|
$7.9 Million
0.16% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
134,797
shares
|
$7.77 Million
1.92% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
134,270
shares
|
$7.74 Million
3.94% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
128,408
shares
|
$7.4 Million
0.01% of portfolio
|
Q2 2025
Added 54.06%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
128,000
shares
|
$7.38 Million
2.4% of portfolio
|
Q2 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
125,205
shares
|
$7.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
124,052
shares
|
$7.15 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
123,943
shares
|
$7.15 Million
2.97% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
122,482
shares
|
$7.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
122,270
shares
|
$7.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
121,008
shares
|
$6.98 Million
0.67% of portfolio
|
Q2 2025
Reduced 40.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
119,679
shares
|
$6.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
117,238
shares
|
$6.76 Million
1.02% of portfolio
|
Q2 2025
Added 17.19%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
115,002
shares
|
$6.63 Million
0.74% of portfolio
|
Q2 2025
Reduced 20.18%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
111,567
shares
|
$6.43 Million
1.99% of portfolio
|
Q1 2025
Reduced 4.66%
|