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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,645,090
shares
|
$65.5 Million
0.2% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,591,609
shares
|
$63.4 Million
5.63% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
1,576,264
shares
|
$62.8 Million
10.7% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,571,651
shares
|
$62.6 Million
0.97% of portfolio
|
Q2 2024
Added 462.64%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,565,058
shares
|
$62.3 Million
11.75% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,479,245
shares
|
$58.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,436,880
shares
|
$57.2 Million
1.37% of portfolio
|
Q1 2025
Added 80.25%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,391,424
shares
|
$55.4 Million
0.13% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
1,355,472
shares
|
$54 Million
16.45% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,272,444
shares
|
$50.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,256,762
shares
|
$50 Million
0.15% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,242,649
shares
|
$49.5 Million
8.06% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,172,556
shares
|
$46.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,120,737
shares
|
$44.6 Million
4.17% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
1,096,005
shares
|
$43.6 Million
5.13% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
1,086,172
shares
|
$43.2 Million
1.13% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,085,621
shares
|
$43.2 Million
2.93% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,022,301
shares
|
$40.7 Million
1.0% of portfolio
|
Q1 2025
Added 25.16%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
1,016,715
shares
|
$40.5 Million
4.46% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,015,559
shares
|
$40.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
995,977
shares
|
$39.6 Million
5.29% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
979,572
shares
|
$39 Million
0.05% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
969,997
shares
|
$38.6 Million
3.85% of portfolio
|
Q1 2025
Added 61.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
953,482
shares
|
$38 Million
0.96% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
941,380
shares
|
$37.5 Million
7.43% of portfolio
|
Q1 2025
Reduced 5.69%
|