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 1,043 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,571,651
shares
|
$57.7 Million
0.97% of portfolio
|
Q2 2024
Added 462.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
1,553,404
shares
|
$57.1 Million
1.34% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,543,722
shares
|
$56.7 Million
0.0% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
1,479,320
shares
|
$54.3 Million
2.51% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
1,467,162
shares
|
$53.9 Million
9.68% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,445,464
shares
|
$53.1 Million
0.68% of portfolio
|
Q4 2024
Added 9062.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,425,201
shares
|
$52.3 Million
0.17% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
1,419,077
shares
|
$52.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
1,388,475
shares
|
$51 Million
15.51% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,358,737
shares
|
$49.9 Million
0.13% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,296,389
shares
|
$47.6 Million
0.06% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,242,649
shares
|
$45.6 Million
8.06% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,233,397
shares
|
$45.3 Million
0.06% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,229,461
shares
|
$45.2 Million
0.14% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,205,502
shares
|
$44.3 Million
5.97% of portfolio
|
Q4 2024
Added 79.79%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,203,375
shares
|
$44.2 Million
7.55% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
1,153,790
shares
|
$42.4 Million
4.99% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,115,010
shares
|
$41 Million
3.93% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,043,956
shares
|
$38.3 Million
2.61% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,023,906
shares
|
$37.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
1,020,875
shares
|
$37.5 Million
4.19% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
998,144
shares
|
$36.7 Million
6.62% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
975,105
shares
|
$35.8 Million
0.41% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
956,174
shares
|
$35.1 Million
0.04% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
953,482
shares
|
$35 Million
0.96% of portfolio
|
Q4 2024
Added 4.0%
|