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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
89,085
shares
|
$3.55 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
88,994
shares
|
$3.54 Million
0.16% of portfolio
|
Q1 2025
Added 53.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
88,575
shares
|
$3.53 Million
0.18% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
88,496
shares
|
$3.52 Million
3.13% of portfolio
|
Q2 2022
Added 0.58%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
87,808
shares
|
$3.5 Million
0.45% of portfolio
|
Q1 2025
Added 95.01%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
87,501
shares
|
$3.48 Million
0.58% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
87,199
shares
|
$3.47 Million
2.73% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
87,061
shares
|
$3.47 Million
2.95% of portfolio
|
Q4 2024
Reduced 97.07%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
87,028
shares
|
$3.46 Million
1.54% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
86,755
shares
|
$3.45 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
86,252
shares
|
$3.43 Million
0.68% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
85,008
shares
|
$3.38 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
84,940
shares
|
$3.38 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
84,629
shares
|
$3.37 Million
0.11% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
84,307
shares
|
$3.36 Million
0.33% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
84,269
shares
|
$3.35 Million
0.14% of portfolio
|
Q1 2025
Added 32.62%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
84,064
shares
|
$3.35 Million
0.23% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
83,265
shares
|
$3.31 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
82,668
shares
|
$3.29 Million
0.66% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
82,469
shares
|
$3.28 Million
1.67% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
82,132
shares
|
$3.27 Million
2.19% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
81,994
shares
|
$3.26 Million
3.19% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
81,222
shares
|
$3.23 Million
0.2% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
80,027
shares
|
$3.19 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
79,549
shares
|
$3.17 Million
0.87% of portfolio
|
Q1 2025
Reduced 34.01%
|