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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
21,774
shares
|
$866,822
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
21,392
shares
|
$851,615
0.59% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
21,369
shares
|
$850,699
0.09% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
21,290
shares
|
$847,554
0.02% of portfolio
|
Q1 2025
Added 73.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,255
shares
|
$846,161
0.02% of portfolio
|
Q2 2020
Added 10.81%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
21,231
shares
|
$845,206
0.01% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
20,785
shares
|
$827,450
0.04% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
20,755
shares
|
$826,256
0.12% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
20,718
shares
|
$824,783
0.17% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
20,632
shares
|
$821,359
0.02% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
20,609
shares
|
$820,444
0.37% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
20,594
shares
|
$819,847
0.08% of portfolio
|
Q1 2025
Added 31.87%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
20,547
shares
|
$817,976
0.05% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
20,233
shares
|
$805,475
0.29% of portfolio
|
Q1 2025
Added 39.24%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
19,751
shares
|
$786,287
0.35% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
19,703
shares
|
$784,376
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
19,604
shares
|
$780,435
0.42% of portfolio
|
Q3 2024
Reduced 33.15%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
19,603
shares
|
$780,395
0.03% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
19,590
shares
|
$779,877
0.81% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
19,496
shares
|
$776,135
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
19,346
shares
|
$770,164
0.18% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
19,315
shares
|
$768,930
0.3% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
19,157
shares
|
$762,640
0.16% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
19,061
shares
|
$758,818
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
18,924
shares
|
$753,364
0.09% of portfolio
|
Q1 2025
Reduced 0.89%
|