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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,284,240
shares
|
$131 Million
0.5% of portfolio
|
Q1 2025
Added 47.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
3,019,547
shares
|
$120 Million
0.48% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,996,341
shares
|
$119 Million
7.48% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,842,573
shares
|
$113 Million
0.09% of portfolio
|
Q1 2025
Added 32.88%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,822,355
shares
|
$112 Million
0.28% of portfolio
|
Q1 2025
Added 35.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,807,023
shares
|
$112 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,690,524
shares
|
$107 Million
1.55% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,663,730
shares
|
$106 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,524,853
shares
|
$101 Million
2.56% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
2,522,749
shares
|
$100 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,357,550
shares
|
$93.9 Million
0.18% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,337,897
shares
|
$93.1 Million
3.65% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,329,262
shares
|
$92.7 Million
0.85% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,228,694
shares
|
$88.7 Million
0.52% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,200,799
shares
|
$87.6 Million
17.6% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
2,109,980
shares
|
$84 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
2,105,458
shares
|
$83.8 Million
1.95% of portfolio
|
Q1 2025
Reduced 41.98%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
2,078,345
shares
|
$82.7 Million
6.35% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
2,053,058
shares
|
$81.7 Million
7.79% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,919,169
shares
|
$76.4 Million
0.14% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,891,175
shares
|
$75.3 Million
0.1% of portfolio
|
Q1 2025
Added 53.33%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
1,873,561
shares
|
$74.6 Million
0.84% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,785,634
shares
|
$71.1 Million
6.81% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
1,748,444
shares
|
$69.6 Million
1.77% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
1,658,409
shares
|
$66 Million
3.14% of portfolio
|
Q1 2025
Added 12.11%
|