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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
65,268
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
65,262
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2024
Added 464.94%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
64,380
shares
|
$3.54 Million
2.53% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
63,924
shares
|
$3.51 Million
1.79% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
63,875
shares
|
$3.51 Million
1.77% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
63,076
shares
|
$3.47 Million
1.13% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
62,826
shares
|
$3.45 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
62,221
shares
|
$3.42 Million
2.21% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
61,660
shares
|
$3.39 Million
1.35% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
61,075
shares
|
$3.36 Million
0.12% of portfolio
|
Q3 2024
Added 286.77%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60,658
shares
|
$3.33 Million
1.59% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
60,088
shares
|
$3.3 Million
0.08% of portfolio
|
Q3 2024
Added 214.94%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
59,008
shares
|
$3.24 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
58,708
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Added 40.83%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
56,917
shares
|
$3.13 Million
0.75% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
56,074
shares
|
$3.08 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
55,917
shares
|
$3.07 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.3%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
55,269
shares
|
$3.04 Million
0.8% of portfolio
|
Q3 2024
Added 201.47%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
54,993
shares
|
$3.02 Million
1.08% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
54,448
shares
|
$2.99 Million
1.3% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
54,372
shares
|
$2.99 Million
0.94% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
53,302
shares
|
$2.93 Million
6.55% of portfolio
|
Q3 2024
Reduced 69.93%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
52,841
shares
|
$2.9 Million
0.11% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
52,448
shares
|
$2.88 Million
0.9% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
51,749
shares
|
$2.84 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.29%
|