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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
110,268
shares
|
$6.36 Million
0.19% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
109,700
shares
|
$6.32 Million
0.0% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
109,559
shares
|
$6.32 Million
0.39% of portfolio
|
Q2 2025
Added 25.22%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
109,207
shares
|
$6.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
109,075
shares
|
$6.29 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,049
shares
|
$6.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
107,729
shares
|
$6.21 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
102,248
shares
|
$5.89 Million
0.88% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
102,149
shares
|
$5.89 Million
1.49% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
101,417
shares
|
$5.85 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
99,977
shares
|
$5.76 Million
0.56% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
96,144
shares
|
$5.54 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
95,428
shares
|
$5.5 Million
1.26% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
95,043
shares
|
$5.48 Million
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
94,616
shares
|
$5.45 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
93,944
shares
|
$5.42 Million
1.3% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
93,047
shares
|
$5.36 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
92,346
shares
|
$5.32 Million
1.64% of portfolio
|
Q2 2025
Added 53.07%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
89,928
shares
|
$5.18 Million
1.48% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
87,316
shares
|
$5.03 Million
3.77% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
86,906
shares
|
$5.01 Million
1.13% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
86,151
shares
|
$4.97 Million
1.51% of portfolio
|
Q2 2025
Added 99.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
85,611
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2025
Added 249.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
85,221
shares
|
$4.91 Million
0.15% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
84,694
shares
|
$4.88 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.34%
|