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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
135,365
shares
|
$5.39 Million
0.36% of portfolio
|
Q1 2025
Added 215.73%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
134,917
shares
|
$5.37 Million
1.01% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
133,070
shares
|
$5.3 Million
2.26% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
132,325
shares
|
$5.27 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
131,490
shares
|
$5.23 Million
4.87% of portfolio
|
Q1 2025
Added 43.69%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
131,113
shares
|
$5.22 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
130,696
shares
|
$5.2 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Apr 29, 2025 Q1 2025 |
130,548
shares
|
$5.2 Million
4.75% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
129,954
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
129,419
shares
|
$5.15 Million
4.06% of portfolio
|
Q1 2025
Added 114.86%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
128,625
shares
|
$5.12 Million
1.97% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
128,294
shares
|
$5.11 Million
2.52% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
128,090
shares
|
$5.1 Million
1.89% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
126,798
shares
|
$5.05 Million
0.49% of portfolio
|
Q1 2025
Added 32.87%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
126,684
shares
|
$5.04 Million
0.86% of portfolio
|
Q1 2025
Reduced 21.05%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
126,635
shares
|
$5.04 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
126,503
shares
|
$5.04 Million
3.46% of portfolio
|
Q1 2025
Added 1173.05%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
124,547
shares
|
$4.96 Million
1.85% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
124,291
shares
|
$4.95 Million
2.19% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
124,275
shares
|
$4.95 Million
0.01% of portfolio
|
Q1 2025
Added 43.38%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
124,170
shares
|
$4.94 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
124,015
shares
|
$4.94 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
123,604
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
121,778
shares
|
$4.85 Million
1.83% of portfolio
|
Q1 2025
Reduced 45.64%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
119,785
shares
|
$4.77 Million
1.42% of portfolio
|
Q1 2025
Added 1844.56%
|