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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
12,998
shares
|
$517,450
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12,939
shares
|
$515,101
0.12% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
12,915
shares
|
$514,146
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
12,872
shares
|
$512,434
0.29% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
12,850
shares
|
$511,558
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
12,823
shares
|
$510,483
0.27% of portfolio
|
Q1 2025
Reduced 66.92%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
12,670
shares
|
$504,392
0.08% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
12,649
shares
|
$503,556
0.11% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
12,541
shares
|
$499,257
0.38% of portfolio
|
Q4 2024
Added 198.31%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
12,380
shares
|
$492,847
0.21% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
12,129
shares
|
$482,855
0.38% of portfolio
|
Q3 2024
Reduced 70.6%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
12,116
shares
|
$482,337
0.05% of portfolio
|
Q1 2025
Reduced 27.32%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
12,115
shares
|
$482,298
0.02% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
12,098
shares
|
$481,621
0.04% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
12,078
shares
|
$480,825
0.06% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,979
shares
|
$476,883
0.03% of portfolio
|
Q1 2022
Reduced 2.07%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
11,966
shares
|
$476,366
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
11,960
shares
|
$476,127
0.01% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
11,916
shares
|
$474,375
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
11,862
shares
|
$472,226
0.42% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
11,744
shares
|
$467,528
0.11% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
11,671
shares
|
$464,622
0.03% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
11,601
shares
|
$461,835
0.27% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,461
shares
|
$456,262
0.17% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
11,450
shares
|
$455,824
0.2% of portfolio
|
Q1 2025
Reduced 4.38%
|