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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
49,060
shares
|
$1.95 Million
0.13% of portfolio
|
Q1 2025
Reduced 34.82%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
49,050
shares
|
$1.95 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
48,886
shares
|
$1.95 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
48,532
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2025
Added 76.8%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
48,321
shares
|
$1.92 Million
0.23% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
48,048
shares
|
$1.91 Million
0.2% of portfolio
|
Q1 2025
Added 9.08%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
47,957
shares
|
$1.91 Million
0.29% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
47,252
shares
|
$1.88 Million
1.39% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
46,566
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Added 652.28%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
46,508
shares
|
$1.85 Million
1.08% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
46,448
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 22.97%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
46,294
shares
|
$1.84 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
45,603
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2022
Added 29.47%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
45,428
shares
|
$1.81 Million
1.14% of portfolio
|
Q1 2024
Reduced 13.62%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
45,122
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
44,581
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
44,288
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 66.82%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
44,166
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
43,462
shares
|
$1.73 Million
0.08% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
43,384
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
42,997
shares
|
$1.71 Million
0.14% of portfolio
|
Q1 2025
Reduced 59.21%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
42,708
shares
|
$1.7 Million
0.28% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
42,309
shares
|
$1.68 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
41,299
shares
|
$1.64 Million
0.38% of portfolio
|
Q1 2025
Added 99.86%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
40,996
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Added 1.02%
|