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 1,049 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
176,608
shares
|
$6.49 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
176,497
shares
|
$6.48 Million
0.07% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
176,396
shares
|
$6.48 Million
5.45% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
175,577
shares
|
$6.45 Million
0.09% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
173,817
shares
|
$6.38 Million
0.05% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
173,790
shares
|
$6.38 Million
1.22% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
171,940
shares
|
$6.32 Million
2.78% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
171,797
shares
|
$6.31 Million
2.12% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
171,112
shares
|
$6.28 Million
0.07% of portfolio
|
Q4 2024
Added 249.07%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
170,227
shares
|
$6.25 Million
0.76% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
169,256
shares
|
$6.22 Million
3.28% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
169,019
shares
|
$6.21 Million
1.79% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$6.1 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
166,157
shares
|
$6.1 Million
0.53% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
165,334
shares
|
$6.07 Million
0.05% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
164,048
shares
|
$6.03 Million
6.07% of portfolio
|
Q1 2025
Added 192.97%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
163,982
shares
|
$6.02 Million
1.15% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
163,306
shares
|
$6 Million
2.6% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
162,490
shares
|
$5.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
160,468
shares
|
$5.89 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
156,972
shares
|
$5.77 Million
2.8% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
156,641
shares
|
$5.75 Million
0.61% of portfolio
|
Q4 2024
Reduced 35.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
155,207
shares
|
$5.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
153,216
shares
|
$5.63 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
151,635
shares
|
$5.57 Million
2.8% of portfolio
|
Q4 2024
Added 0.49%
|