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 |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
24,418
shares
|
$972,080
0.01% of portfolio
|
Q1 2025
Added 26.73%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
24,243
shares
|
$965,113
0.24% of portfolio
|
Q2 2022
Reduced 45.76%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
24,133
shares
|
$960,734
0.1% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
24,096
shares
|
$959,261
0.29% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
24,020
shares
|
$956,236
0.17% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
23,932
shares
|
$952,732
0.02% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
23,902
shares
|
$951,538
0.63% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
23,882
shares
|
$950,742
0.24% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
23,782
shares
|
$946,761
0.05% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
23,756
shares
|
$945,726
0.0% of portfolio
|
Q1 2025
Reduced 53.9%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
23,699
shares
|
$943,457
0.37% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
23,631
shares
|
$940,750
0.83% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
23,597
shares
|
$939,396
0.02% of portfolio
|
Q1 2023
Reduced 48.29%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
23,494
shares
|
$935,296
0.42% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
23,442
shares
|
$933,226
0.35% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
23,372
shares
|
$930,439
0.17% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
22,813
shares
|
$908,185
0.12% of portfolio
|
Q1 2025
Added 40.7%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
22,810
shares
|
$908,066
0.05% of portfolio
|
Q1 2025
Added 192.06%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
22,615
shares
|
$900,303
0.3% of portfolio
|
Q1 2025
Added 39.85%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
22,531
shares
|
$896,959
0.57% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
22,504
shares
|
$895,884
0.07% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$895,725
0.36% of portfolio
|
Q2 2021
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
22,437
shares
|
$893,216
0.14% of portfolio
|
Q1 2025
Added 147.76%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
22,074
shares
|
$878,765
0.05% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
22,010
shares
|
$876,218
0.58% of portfolio
|
Q1 2025
Reduced 0.97%
|