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 |
|---|---|---|---|---|---|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
16,778
shares
|
$667,932
0.37% of portfolio
|
Q1 2025
Added 76.07%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
16,629
shares
|
$662,000
0.41% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
16,588
shares
|
$660,368
0.19% of portfolio
|
Q1 2025
Reduced 65.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,479
shares
|
$656,028
0.01% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
16,375
shares
|
$651,888
0.25% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
16,314
shares
|
$649,460
0.14% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
16,293
shares
|
$648,624
0.23% of portfolio
|
Q1 2025
Added 36.05%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
16,268
shares
|
$647,629
0.42% of portfolio
|
Q1 2025
Reduced 75.45%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
16,217
shares
|
$645,598
0.01% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
16,188
shares
|
$644,444
0.01% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
16,057
shares
|
$639,229
0.26% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
15,917
shares
|
$633,655
0.19% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
15,891
shares
|
$632,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
15,649
shares
|
$622,986
0.05% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
15,540
shares
|
$618,647
0.19% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
15,500
shares
|
$617,055
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
15,314
shares
|
$609,650
0.26% of portfolio
|
Q1 2025
Added 68.86%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
15,246
shares
|
$606,943
0.35% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
15,230
shares
|
$606,306
0.06% of portfolio
|
Q1 2025
Reduced 77.83%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
15,100
shares
|
$601,131
0.06% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,083
shares
|
$600,454
0.0% of portfolio
|
Q1 2025
Added 130.27%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
14,917
shares
|
$593,845
0.01% of portfolio
|
Q4 2022
Added 1929.52%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
14,761
shares
|
$587,635
0.43% of portfolio
|
Q1 2025
Added 113.37%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
14,738
shares
|
$586,719
0.12% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
14,719
shares
|
$585,963
0.06% of portfolio
|
Q4 2024
Added 34.85%
|