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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
14,709
shares
|
$585,565
0.02% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
14,685
shares
|
$584,609
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
14,437
shares
|
$574,736
0.41% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
14,392
shares
|
$572,945
0.4% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
14,392
shares
|
$572,945
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,368
shares
|
$571,990
0.15% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
14,300
shares
|
$569,283
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
14,269
shares
|
$568,048
0.05% of portfolio
|
Q1 2025
Reduced 66.16%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
14,195
shares
|
$565,102
0.45% of portfolio
|
Q1 2025
Reduced 90.46%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
14,145
shares
|
$563,112
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,130
shares
|
$562,515
0.01% of portfolio
|
Q2 2024
Added 140.31%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
14,125
shares
|
$562,316
0.12% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
14,071
shares
|
$560,166
0.1% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
13,919
shares
|
$554,115
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
13,883
shares
|
$552,682
0.18% of portfolio
|
Q1 2025
Reduced 87.94%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
13,846
shares
|
$551,209
0.15% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
13,747
shares
|
$547,268
0.38% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
13,745
shares
|
$547,188
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
13,701
shares
|
$545,436
0.33% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,695
shares
|
$545,197
0.12% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
13,667
shares
|
$544,083
0.05% of portfolio
|
Q1 2020
Reduced 3.05%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
13,522
shares
|
$538,310
0.1% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
13,220
shares
|
$526,288
0.34% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
13,002
shares
|
$517,609
0.14% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
13,002
shares
|
$517,609
0.03% of portfolio
|
Q1 2025
New holding
|