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 |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
36,633
shares
|
$1.46 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
36,543
shares
|
$1.45 Million
0.46% of portfolio
|
Q1 2025
Reduced 29.4%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
36,286
shares
|
$1.44 Million
0.47% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
36,284
shares
|
$1.44 Million
0.89% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
36,183
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
36,053
shares
|
$1.44 Million
0.85% of portfolio
|
Q2 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
35,885
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
35,873
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
35,355
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
35,163
shares
|
$1.4 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
34,483
shares
|
$1.37 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
34,166
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
33,834
shares
|
$1.35 Million
0.5% of portfolio
|
Q1 2025
Added 67.26%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
33,833
shares
|
$1.35 Million
0.21% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
33,810
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
33,621
shares
|
$1.34 Million
0.2% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
33,470
shares
|
$1.33 Million
0.6% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
33,250
shares
|
$1.32 Million
1.4% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
33,170
shares
|
$1.32 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
32,000
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.35%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
31,845
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
31,812
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
31,752
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
31,453
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
31,446
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.64%
|