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 |
|---|---|---|---|---|---|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
79,353
shares
|
$3.16 Million
0.92% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
79,041
shares
|
$3.15 Million
1.05% of portfolio
|
Q1 2025
Added 18.04%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
78,785
shares
|
$3.14 Million
1.5% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
77,779
shares
|
$3.1 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
77,645
shares
|
$3.09 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
76,405
shares
|
$3.04 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
76,069
shares
|
$3.03 Million
4.12% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
75,739
shares
|
$3.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
75,534
shares
|
$3.01 Million
2.75% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
75,272
shares
|
$3 Million
1.83% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
75,123
shares
|
$2.99 Million
1.04% of portfolio
|
Q1 2025
Added 41.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
74,638
shares
|
$2.97 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.32%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
74,474
shares
|
$2.96 Million
0.29% of portfolio
|
Q1 2025
Added 87.13%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
74,058
shares
|
$2.95 Million
1.0% of portfolio
|
Q3 2023
Added 2.12%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
73,837
shares
|
$2.94 Million
0.82% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
73,145
shares
|
$2.91 Million
0.29% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
72,685
shares
|
$2.89 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
72,663
shares
|
$2.89 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
72,477
shares
|
$2.89 Million
0.34% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
71,561
shares
|
$2.85 Million
1.12% of portfolio
|
Q1 2025
Reduced 79.61%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
70,713
shares
|
$2.82 Million
1.14% of portfolio
|
Q1 2025
Reduced 84.21%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
70,523
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Added 209.16%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
70,095
shares
|
$2.79 Million
0.24% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
67,398
shares
|
$2.68 Million
0.12% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
67,332
shares
|
$2.68 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.61%
|