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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
93,267
shares
|
$5.12 Million
0.32% of portfolio
|
Q3 2024
Added 41.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
92,668
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2024
Added 60.27%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
87,894
shares
|
$4.83 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
86,915
shares
|
$4.78 Million
1.86% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
86,626
shares
|
$4.76 Million
1.34% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
83,560
shares
|
$4.59 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
82,854
shares
|
$4.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
82,677
shares
|
$4.54 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
81,119
shares
|
$4.46 Million
0.26% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
78,369
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
75,979
shares
|
$4.17 Million
0.15% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
75,942
shares
|
$4.17 Million
0.48% of portfolio
|
Q3 2024
Added 81.68%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
75,303
shares
|
$4.14 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
74,650
shares
|
$4.1 Million
0.42% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
74,616
shares
|
$4.1 Million
0.79% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
74,360
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
72,029
shares
|
$3.96 Million
1.56% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,316
shares
|
$3.92 Million
0.13% of portfolio
|
Q1 2023
Reduced 3.96%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
69,907
shares
|
$3.84 Million
2.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
68,130
shares
|
$3.74 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
67,228
shares
|
$3.69 Million
0.41% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,300
shares
|
$3.64 Million
0.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
66,257
shares
|
$3.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
66,010
shares
|
$3.63 Million
0.34% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
65,972
shares
|
$3.62 Million
0.23% of portfolio
|
Q3 2024
Added 3.26%
|