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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
18,890
shares
|
$752,010
0.01% of portfolio
|
Q1 2025
Reduced 38.93%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
18,831
shares
|
$749,662
0.59% of portfolio
|
Q1 2025
Added 182.54%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
18,777
shares
|
$747,512
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,686
shares
|
$743,889
0.56% of portfolio
|
Q1 2023
Reduced 6.96%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
18,536
shares
|
$737,918
0.25% of portfolio
|
Q1 2025
Added 95.96%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
18,425
shares
|
$733,499
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
18,366
shares
|
$731,150
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
18,352
shares
|
$730,593
0.39% of portfolio
|
Q3 2023
Added 1.18%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
18,306
shares
|
$728,761
0.04% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
18,024
shares
|
$717,535
0.23% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,000
shares
|
$716,580
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
17,963
shares
|
$715,107
0.06% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
17,949
shares
|
$714,549
0.24% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
17,846
shares
|
$710,449
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
17,835
shares
|
$710,011
0.2% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,745
shares
|
$706,428
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
17,585
shares
|
$700,058
0.11% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
17,502
shares
|
$696,754
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
17,380
shares
|
$691,897
0.3% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
17,345
shares
|
$690,504
0.17% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
17,332
shares
|
$689,986
0.34% of portfolio
|
Q1 2025
Added 156.35%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
17,106
shares
|
$680,989
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
17,089
shares
|
$680,313
0.45% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
16,899
shares
|
$672,749
0.01% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
16,804
shares
|
$668,967
0.06% of portfolio
|
Q1 2025
Reduced 4.17%
|