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 |
|---|---|---|---|---|---|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
130,290
shares
|
$4.79 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
|
$4.77 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
129,888
shares
|
$4.77 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
126,635
shares
|
$4.65 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
126,454
shares
|
$4.64 Million
1.83% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
124,170
shares
|
$4.56 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
|
$4.48 Million
4.33% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
121,770
shares
|
$4.47 Million
0.09% of portfolio
|
Q4 2024
Added 72.85%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
121,637
shares
|
$4.47 Million
2.17% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
121,424
shares
|
$4.46 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
121,015
shares
|
$4.44 Million
0.67% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
120,550
shares
|
$4.43 Million
1.44% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
118,483
shares
|
$4.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
116,301
shares
|
$4.27 Million
0.36% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
115,854
shares
|
$4.26 Million
0.45% of portfolio
|
Q1 2024
Reduced 14.76%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
115,668
shares
|
$4.25 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
115,135
shares
|
$4.23 Million
1.35% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
114,521
shares
|
$4.21 Million
0.12% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
113,816
shares
|
$4.18 Million
0.52% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
113,376
shares
|
$4.16 Million
3.81% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
113,205
shares
|
$4.16 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
110,003
shares
|
$4.04 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
109,894
shares
|
$4.04 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
109,882
shares
|
$4.04 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.58%
|
|
|
Jrm Investment Counsel, LLC
|
Feb 13, 2025 Q4 2024 |
108,723
shares
|
$3.99 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.57%
|