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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
119,070
shares
|
$4.74 Million
3.3% of portfolio
|
Q1 2025
Added 43.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
118,357
shares
|
$4.71 Million
0.81% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
117,124
shares
|
$4.66 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
116,650
shares
|
$4.64 Million
0.65% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
116,301
shares
|
$4.63 Million
0.36% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
115,175
shares
|
$4.59 Million
1.41% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
114,787
shares
|
$4.57 Million
0.64% of portfolio
|
Q1 2025
Added 334.72%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
113,871
shares
|
$4.53 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
113,816
shares
|
$4.53 Million
0.52% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
113,205
shares
|
$4.51 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
112,700
shares
|
$4.49 Million
0.14% of portfolio
|
Q1 2025
Reduced 92.2%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
112,691
shares
|
$4.49 Million
0.9% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
111,579
shares
|
$4.44 Million
3.88% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
111,406
shares
|
$4.44 Million
4.09% of portfolio
|
Q1 2025
Added 55.92%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
110,882
shares
|
$4.41 Million
3.36% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
110,003
shares
|
$4.38 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
109,894
shares
|
$4.37 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
109,882
shares
|
$4.37 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
108,934
shares
|
$4.34 Million
0.06% of portfolio
|
Q1 2025
Added 54.11%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
106,669
shares
|
$4.25 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
105,214
shares
|
$4.19 Million
1.95% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
105,168
shares
|
$4.19 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Norway Savings Bank
|
Apr 22, 2025 Q1 2025 |
104,195
shares
|
$4.15 Million
2.19% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
104,175
shares
|
$4.15 Million
3.64% of portfolio
|
Q1 2025
Added 36.88%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
104,071
shares
|
$4.14 Million
0.18% of portfolio
|
Q1 2025
Added 0.3%
|