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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
65,322
shares
|
$3.77 Million
0.16% of portfolio
|
Q2 2025
Added 854.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
63,887
shares
|
$3.68 Million
0.11% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
62,826
shares
|
$3.62 Million
1.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
62,710
shares
|
$3.62 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
62,605
shares
|
$3.61 Million
2.61% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
62,306
shares
|
$3.59 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
62,221
shares
|
$3.59 Million
2.21% of portfolio
|
Q3 2023
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
61,986
shares
|
$3.57 Million
2.2% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
61,970
shares
|
$3.57 Million
2.54% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
60,794
shares
|
$3.5 Million
0.03% of portfolio
|
Q2 2025
Added 38.99%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
60,658
shares
|
$3.5 Million
1.59% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
60,422
shares
|
$3.48 Million
0.26% of portfolio
|
Q2 2025
Added 53.56%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
58,553
shares
|
$3.38 Million
3.19% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
57,430
shares
|
$3.31 Million
0.05% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
57,145
shares
|
$3.29 Million
0.03% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
56,576
shares
|
$3.26 Million
1.32% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
56,344
shares
|
$3.25 Million
0.05% of portfolio
|
Q2 2025
Added 151.82%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
55,917
shares
|
$3.22 Million
0.19% of portfolio
|
Q3 2022
Reduced 8.3%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
55,526
shares
|
$3.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
54,693
shares
|
$3.15 Million
1.04% of portfolio
|
Q2 2025
Reduced 31.64%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
53,823
shares
|
$3.1 Million
0.04% of portfolio
|
Q2 2025
Added 36.42%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
53,796
shares
|
$3.1 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
53,641
shares
|
$3.09 Million
0.74% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
53,598
shares
|
$3.09 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
53,302
shares
|
$3.07 Million
6.55% of portfolio
|
Q3 2024
Reduced 69.93%
|