Institutional Ownership Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPDW). We have compiled data on the 1,088 institutions that hold shares in the stock, with a total of 550 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
219,649
shares
|
$8.74 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
213,941
shares
|
$8.52 Million
1.57% of portfolio
|
Q2 2021
Reduced 37.93%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
213,824
shares
|
$8.51 Million
1.24% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
212,729
shares
|
$8.47 Million
3.94% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
212,162
shares
|
$8.45 Million
0.09% of portfolio
|
Q1 2025
Added 144.74%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
209,890
shares
|
$8.36 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
209,348
shares
|
$8.33 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
207,466
shares
|
$8.26 Million
8.32% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
203,287
shares
|
$8.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
202,385
shares
|
$8.06 Million
3.31% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
199,452
shares
|
$7.94 Million
0.71% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
199,071
shares
|
$7.93 Million
4.33% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
198,137
shares
|
$7.89 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
197,311
shares
|
$7.85 Million
2.75% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
196,159
shares
|
$7.81 Million
0.21% of portfolio
|
Q1 2025
Added 181.24%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
195,341
shares
|
$7.78 Million
1.46% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
194,350
shares
|
$7.74 Million
1.95% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
194,002
shares
|
$7.72 Million
0.15% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
191,376
shares
|
$7.62 Million
1.39% of portfolio
|
Q1 2025
Reduced 24.6%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
188,006
shares
|
$7.48 Million
3.64% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
186,831
shares
|
$7.44 Million
0.38% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
186,438
shares
|
$7.42 Million
1.53% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
185,729
shares
|
$7.39 Million
3.74% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
185,279
shares
|
$7.38 Million
0.1% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
184,575
shares
|
$7.35 Million
1.99% of portfolio
|
Q1 2025
Added 4.57%
|