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 1,043 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
19,590
shares
|
$719,540
0.81% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
19,529
shares
|
$717,300
0.22% of portfolio
|
Q4 2024
Added 81.67%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
19,515
shares
|
$716,785
0.04% of portfolio
|
Q4 2024
Added 130.78%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
19,496
shares
|
$716,088
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
19,448
shares
|
$714,325
0.0% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
19,268
shares
|
$707,713
0.01% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
19,246
shares
|
$706,905
0.3% of portfolio
|
Q4 2024
Added 200.86%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
19,240
shares
|
$706,685
0.15% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
19,181
shares
|
$704,518
0.26% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
19,094
shares
|
$701,322
0.09% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
19,061
shares
|
$700,110
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
18,868
shares
|
$693,021
1.8% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,686
shares
|
$686,336
0.56% of portfolio
|
Q1 2023
Reduced 6.96%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
18,483
shares
|
$678,880
0.21% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
18,352
shares
|
$674,068
0.39% of portfolio
|
Q3 2023
Added 1.18%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
18,180
shares
|
$667,751
0.0% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
18,107
shares
|
$665,070
0.14% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
18,004
shares
|
$661,286
0.28% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,000
shares
|
$661,140
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
17,949
shares
|
$659,266
0.24% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
17,846
shares
|
$655,483
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
17,840
shares
|
$655,263
0.12% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
17,835
shares
|
$655,079
0.2% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,745
shares
|
$651,773
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
17,660
shares
|
$648,651
0.17% of portfolio
|
Q4 2024
Added 31.53%
|