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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
84,405
shares
|
$4.87 Million
0.34% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
83,560
shares
|
$4.82 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
83,051
shares
|
$4.79 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
82,593
shares
|
$4.76 Million
1.53% of portfolio
|
Q2 2025
Added 97.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
78,049
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
77,008
shares
|
$4.44 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
76,520
shares
|
$4.41 Million
1.82% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
76,085
shares
|
$4.39 Million
1.63% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
75,179
shares
|
$4.33 Million
0.17% of portfolio
|
Q2 2025
Added 418.19%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
75,165
shares
|
$4.33 Million
1.22% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
74,559
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
Added 53.41%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
74,030
shares
|
$4.27 Million
1.69% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
73,878
shares
|
$4.26 Million
2.87% of portfolio
|
Q2 2025
Added 9123.22%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
73,592
shares
|
$4.24 Million
2.23% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
72,779
shares
|
$4.2 Million
0.07% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
71,804
shares
|
$4.14 Million
0.99% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,316
shares
|
$4.11 Million
0.13% of portfolio
|
Q1 2023
Reduced 3.96%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
71,315
shares
|
$4.11 Million
0.57% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
68,872
shares
|
$3.97 Million
3.3% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
68,804
shares
|
$3.97 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
67,752
shares
|
$3.91 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
66,357
shares
|
$3.83 Million
0.86% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,300
shares
|
$3.82 Million
0.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
66,192
shares
|
$3.82 Million
2.89% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
65,341
shares
|
$3.77 Million
0.84% of portfolio
|
Q2 2025
Added 8.85%
|