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 |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
57,155
shares
|
$2.28 Million
0.07% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
57,054
shares
|
$2.27 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
55,836
shares
|
$2.22 Million
0.25% of portfolio
|
Q1 2025
Added 247.65%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
55,588
shares
|
$2.21 Million
0.8% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
55,329
shares
|
$2.2 Million
1.67% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
54,844
shares
|
$2.18 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
54,820
shares
|
$2.18 Million
0.52% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
54,796
shares
|
$2.18 Million
0.74% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
54,459
shares
|
$2.17 Million
0.18% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
54,421
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2022
Reduced 3.88%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
54,111
shares
|
$2.15 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
53,967
shares
|
$2.15 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
53,794
shares
|
$2.14 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
53,750
shares
|
$2.14 Million
0.11% of portfolio
|
Q1 2025
Added 66.86%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
53,516
shares
|
$2.13 Million
1.1% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
53,292
shares
|
$2.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 30.52%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
52,815
shares
|
$2.1 Million
0.12% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
51,833
shares
|
$2.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
51,039
shares
|
$2.03 Million
0.16% of portfolio
|
Q1 2025
Added 108493.62%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
50,850
shares
|
$2.02 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
50,736
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
50,643
shares
|
$2.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
50,440
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
50,138
shares
|
$2 Million
1.74% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
49,368
shares
|
$1.97 Million
0.09% of portfolio
|
Q1 2025
Added 1.95%
|