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 |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
27,015
shares
|
$1.08 Million
0.77% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
26,989
shares
|
$1.07 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
26,659
shares
|
$1.06 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
26,593
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2022
Reduced 17.14%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
26,591
shares
|
$1.06 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
26,556
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
26,438
shares
|
$1.05 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
26,386
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
25,881
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 70.78%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
25,868
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
25,670
shares
|
$1.02 Million
0.32% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
25,644
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
25,582
shares
|
$1.02 Million
10.88% of portfolio
|
Q4 2022
Reduced 84.19%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
25,425
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
25,124
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
25,057
shares
|
$997,519
1.5% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
24,958
shares
|
$993,577
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
24,934
shares
|
$992,622
0.45% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
24,730
shares
|
$984,501
0.57% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
24,709
shares
|
$983,665
0.07% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
24,658
shares
|
$981,634
0.0% of portfolio
|
Q1 2025
Added 23.03%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
24,638
shares
|
$980,838
0.46% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
24,514
shares
|
$975,902
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
24,494
shares
|
$975,106
0.58% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
24,461
shares
|
$973,792
0.28% of portfolio
|
Q1 2025
Reduced 2.62%
|