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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
40,257
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
40,005
shares
|
$1.59 Million
0.67% of portfolio
|
Q1 2025
Added 62.31%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
39,954
shares
|
$1.59 Million
0.57% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
39,917
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
39,728
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
39,725
shares
|
$1.58 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
39,661
shares
|
$1.58 Million
0.03% of portfolio
|
Q1 2025
Added 100.2%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
39,500
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
39,466
shares
|
$1.57 Million
0.23% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
39,291
shares
|
$1.56 Million
1.88% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
39,049
shares
|
$1.55 Million
0.73% of portfolio
|
Q1 2025
Added 507.58%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
38,654
shares
|
$1.54 Million
0.71% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
38,625
shares
|
$1.54 Million
0.97% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
38,597
shares
|
$1.54 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
38,428
shares
|
$1.53 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
38,357
shares
|
$1.53 Million
0.81% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
37,936
shares
|
$1.51 Million
0.65% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
37,908
shares
|
$1.51 Million
0.09% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
37,856
shares
|
$1.51 Million
0.46% of portfolio
|
Q1 2025
Added 93.85%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,795
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
37,720
shares
|
$1.5 Million
0.79% of portfolio
|
Q1 2025
Reduced 28.88%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
37,491
shares
|
$1.49 Million
0.09% of portfolio
|
Q1 2025
Added 47.37%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
37,350
shares
|
$1.49 Million
2.14% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
37,188
shares
|
$1.48 Million
0.87% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
36,688
shares
|
$1.46 Million
0.21% of portfolio
|
Q4 2024
Added 3.73%
|