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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
154,504
shares
|
$6.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
154,004
shares
|
$6.13 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
153,961
shares
|
$6.13 Million
0.53% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
153,216
shares
|
$6.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
151,851
shares
|
$6.05 Million
0.38% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
151,811
shares
|
$6.04 Million
1.55% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
151,704
shares
|
$6.04 Million
2.59% of portfolio
|
Q1 2025
Added 187188.89%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
151,635
shares
|
$6.04 Million
3.12% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
150,138
shares
|
$5.98 Million
0.82% of portfolio
|
Q3 2024
Added 41.64%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
150,113
shares
|
$5.98 Million
3.0% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
150,079
shares
|
$5.97 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,425
shares
|
$5.95 Million
0.12% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
147,909
shares
|
$5.89 Million
1.72% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
145,721
shares
|
$5.8 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
145,687
shares
|
$5.8 Million
0.74% of portfolio
|
Q1 2025
Reduced 20.39%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
144,526
shares
|
$5.75 Million
5.02% of portfolio
|
Q1 2025
Added 27.47%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
144,455
shares
|
$5.75 Million
3.37% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,194
shares
|
$5.74 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
142,549
shares
|
$5.67 Million
0.1% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
141,739
shares
|
$5.64 Million
1.01% of portfolio
|
Q1 2025
Added 72.04%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
139,552
shares
|
$5.56 Million
0.64% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
139,145
shares
|
$5.54 Million
1.69% of portfolio
|
Q1 2025
Added 1029.06%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
136,591
shares
|
$5.44 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
135,739
shares
|
$5.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
135,367
shares
|
$5.39 Million
2.44% of portfolio
|
Q3 2024
Reduced 3.27%
|