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 1,043 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
149,673
shares
|
$5.56 Million
0.37% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,425
shares
|
$5.55 Million
0.12% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
148,743
shares
|
$5.52 Million
5.22% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
147,453
shares
|
$5.47 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
144,898
shares
|
$5.38 Million
1.57% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,194
shares
|
$5.35 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
143,912
shares
|
$5.34 Million
1.92% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
142,196
shares
|
$5.28 Million
3.58% of portfolio
|
Q4 2024
Added 56.1%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
141,935
shares
|
$5.27 Million
0.45% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
140,164
shares
|
$5.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
140,027
shares
|
$5.2 Million
0.0% of portfolio
|
Q4 2024
Added 132.28%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
137,951
shares
|
$5.12 Million
0.39% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
135,786
shares
|
$5.04 Million
0.88% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
135,739
shares
|
$5.04 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
135,411
shares
|
$5.03 Million
0.41% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
135,367
shares
|
$5.02 Million
2.44% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
133,070
shares
|
$4.94 Million
1.94% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
132,883
shares
|
$4.93 Million
1.13% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
130,290
shares
|
$4.84 Million
4.21% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
129,954
shares
|
$4.82 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
129,888
shares
|
$4.82 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
126,635
shares
|
$4.7 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
126,454
shares
|
$4.69 Million
1.83% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
124,170
shares
|
$4.61 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
122,016
shares
|
$4.53 Million
4.33% of portfolio
|
Q4 2024
New holding
|