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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
101,870
shares
|
$4.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
101,677
shares
|
$4.05 Million
2.3% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
101,494
shares
|
$4.04 Million
0.14% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
100,760
shares
|
$4.01 Million
0.96% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
100,353
shares
|
$4 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
99,521
shares
|
$3.96 Million
0.2% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
99,403
shares
|
$3.96 Million
2.62% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
98,845
shares
|
$3.94 Million
0.35% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
97,874
shares
|
$3.9 Million
0.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,442
shares
|
$3.88 Million
0.11% of portfolio
|
Q3 2022
Added 7.09%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
96,659
shares
|
$3.85 Million
0.56% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
96,567
shares
|
$3.84 Million
1.42% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
95,892
shares
|
$3.82 Million
1.06% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
95,735
shares
|
$3.81 Million
1.36% of portfolio
|
Q1 2025
Added 19.35%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
95,730
shares
|
$3.81 Million
3.14% of portfolio
|
Q1 2025
Added 46.8%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
95,424
shares
|
$3.8 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
94,285
shares
|
$3.75 Million
1.86% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
93,153
shares
|
$3.71 Million
2.14% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
92,814
shares
|
$3.69 Million
0.48% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
92,697
shares
|
$3.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
92,630
shares
|
$3.69 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
90,700
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
89,801
shares
|
$3.57 Million
2.12% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Jrm Investment Counsel, LLC
|
May 14, 2025 Q1 2025 |
89,723
shares
|
$3.57 Million
1.11% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
89,114
shares
|
$3.55 Million
0.17% of portfolio
|
Q1 2025
Reduced 57.93%
|