Institutional Ownership Spdr Portfolio (SPMD)
This table provides information about the institutional ownership of Spdr Portfolio (SPMD). We have compiled data on the 750 institutions that hold shares in the stock, with a total of 218 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
79,296
shares
|
$4.44 Million
3.69% of portfolio
|
Q1 2025
Added 5.18%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
76,520
shares
|
$4.28 Million
1.82% of portfolio
|
Q2 2025
Added 6.54%
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
74,122
shares
|
$4.15 Million
1.56% of portfolio
|
Q1 2025
Added 1.6%
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
74,030
shares
|
$4.14 Million
1.69% of portfolio
|
Q2 2025
Added 0.35%
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
73,734
shares
|
$4.13 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
73,543
shares
|
$4.12 Million
0.21% of portfolio
|
Q1 2025
Reduced 46.8%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
73,409
shares
|
$4.11 Million
0.3% of portfolio
|
Q1 2025
Added 16.85%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
72,779
shares
|
$4.07 Million
0.07% of portfolio
|
Q2 2025
Added 3.49%
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
72,282
shares
|
$4.05 Million
3.67% of portfolio
|
Q1 2025
Added 3.35%
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
72,206
shares
|
$4.04 Million
1.22% of portfolio
|
Q1 2025
Added 11.56%
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
71,804
shares
|
$4.02 Million
0.99% of portfolio
|
Q2 2025
Added 5.96%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
71,316
shares
|
$3.99 Million
0.13% of portfolio
|
Q1 2023
Reduced 3.96%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
71,315
shares
|
$3.99 Million
0.57% of portfolio
|
Q2 2025
Added 13.82%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
69,688
shares
|
$3.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
68,684
shares
|
$3.84 Million
0.52% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
67,916
shares
|
$3.8 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,300
shares
|
$3.71 Million
0.81% of portfolio
|
Q3 2024
Added 6.9%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
65,322
shares
|
$3.66 Million
0.16% of portfolio
|
Q2 2025
Added 854.44%
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
64,098
shares
|
$3.59 Million
0.22% of portfolio
|
Q1 2025
Added 2.92%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
63,583
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
62,826
shares
|
$3.52 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
62,710
shares
|
$3.51 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
62,605
shares
|
$3.5 Million
2.61% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
62,221
shares
|
$3.48 Million
2.21% of portfolio
|
Q3 2023
New holding
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
62,035
shares
|
$3.47 Million
2.73% of portfolio
|
Q4 2024
Reduced 10.53%
|