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 |
|---|---|---|---|---|---|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
11,439
shares
|
$455,386
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
11,433
shares
|
$455,147
0.0% of portfolio
|
Q1 2025
Added 87.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11,235
shares
|
$447,265
0.44% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
11,205
shares
|
$446,071
0.05% of portfolio
|
Q3 2024
Reduced 54.02%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
11,200
shares
|
$445,872
0.03% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,199
shares
|
$445,832
0.01% of portfolio
|
Q1 2025
Added 31.24%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
11,199
shares
|
$445,832
0.15% of portfolio
|
Q1 2025
Added 149.09%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
11,015
shares
|
$438,507
0.01% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,962
shares
|
$436,397
0.0% of portfolio
|
Q1 2025
Reduced 72.63%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,954
shares
|
$436,078
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
10,887
shares
|
$433,411
0.18% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
10,880
shares
|
$433,132
0.2% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,843
shares
|
$431,659
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
10,825
shares
|
$430,943
0.22% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
10,823
shares
|
$430,863
0.2% of portfolio
|
Q1 2025
Added 30.32%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
10,808
shares
|
$430,266
0.12% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
10,785
shares
|
$429,350
0.04% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
10,752
shares
|
$428,037
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
10,593
shares
|
$421,707
0.04% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
10,538
shares
|
$419,517
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
10,538
shares
|
$419,517
0.06% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,490
shares
|
$417,606
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
10,414
shares
|
$414,581
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,235
shares
|
$407,455
0.03% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
10,205
shares
|
$406,261
0.04% of portfolio
|
Q1 2025
Added 31.27%
|