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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
66,966
shares
|
$2.67 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
66,955
shares
|
$2.67 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
64,551
shares
|
$2.57 Million
1.1% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
64,184
shares
|
$2.56 Million
0.12% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
63,623
shares
|
$2.53 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
62,947
shares
|
$2.51 Million
0.18% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
61,795
shares
|
$2.46 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
61,684
shares
|
$2.46 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
61,452
shares
|
$2.45 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
61,392
shares
|
$2.44 Million
2.01% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
61,087
shares
|
$2.43 Million
1.34% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
60,537
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2022
Added 66.64%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
60,408
shares
|
$2.4 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
60,194
shares
|
$2.4 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
60,067
shares
|
$2.39 Million
0.26% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
59,535
shares
|
$2.37 Million
0.32% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
59,248
shares
|
$2.36 Million
0.27% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
59,015
shares
|
$2.35 Million
0.74% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
58,504
shares
|
$2.33 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
58,317
shares
|
$2.32 Million
0.91% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
58,231
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
57,942
shares
|
$2.31 Million
0.72% of portfolio
|
Q1 2025
Added 52.52%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
57,881
shares
|
$2.3 Million
1.3% of portfolio
|
Q1 2025
Added 385.62%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
57,568
shares
|
$2.29 Million
0.25% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
57,553
shares
|
$2.29 Million
3.42% of portfolio
|
Q1 2025
Added 167.29%
|