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 |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
183,325
shares
|
$7.3 Million
0.5% of portfolio
|
Q1 2025
Added 1041.07%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
182,278
shares
|
$7.26 Million
1.4% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
181,030
shares
|
$7.21 Million
2.41% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
180,877
shares
|
$7.2 Million
4.74% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
180,132
shares
|
$7.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
176,608
shares
|
$7.03 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
176,396
shares
|
$7.02 Million
5.45% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
176,038
shares
|
$7.01 Million
2.44% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
175,687
shares
|
$6.99 Million
2.27% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
174,030
shares
|
$6.93 Million
3.23% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
171,113
shares
|
$6.81 Million
0.09% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
169,519
shares
|
$6.75 Million
2.89% of portfolio
|
Q1 2025
Added 127.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
168,174
shares
|
$6.7 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
166,893
shares
|
$6.64 Million
0.46% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
166,461
shares
|
$6.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$6.62 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
165,902
shares
|
$6.6 Million
0.2% of portfolio
|
Q1 2025
Added 59.75%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
165,456
shares
|
$6.59 Million
1.85% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
165,329
shares
|
$6.58 Million
2.9% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
164,048
shares
|
$6.53 Million
6.07% of portfolio
|
Q1 2025
Added 192.97%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
163,982
shares
|
$6.53 Million
1.15% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
162,407
shares
|
$6.47 Million
2.98% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
161,715
shares
|
$6.44 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
156,719
shares
|
$6.24 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
155,890
shares
|
$6.21 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.48%
|