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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,202
shares
|
$406,141
0.03% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
10,144
shares
|
$403,832
0.01% of portfolio
|
Q1 2025
Reduced 65.83%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
10,006
shares
|
$398,338
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
9,951
shares
|
$396,149
0.03% of portfolio
|
Q1 2025
Added 380.72%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
9,947
shares
|
$395,990
0.02% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
9,889
shares
|
$393,681
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
9,795
shares
|
$389,938
0.05% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
9,779
shares
|
$389,301
0.03% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,719
shares
|
$386,913
0.01% of portfolio
|
Q1 2025
Added 22.34%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
9,686
shares
|
$385,599
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
9,632
shares
|
$383,449
0.16% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
9,562
shares
|
$380,663
0.0% of portfolio
|
Q4 2024
Reduced 46.28%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,537
shares
|
$379,667
0.15% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
9,520
shares
|
$378,991
0.21% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
9,500
shares
|
$378,195
0.13% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Vantage Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
9,460
shares
|
$376,602
0.03% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
9,450
shares
|
$376,204
0.04% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
9,427
shares
|
$375,288
0.16% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
9,383
shares
|
$373,537
0.02% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
9,364
shares
|
$372,780
0.05% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,313
shares
|
$370,750
0.25% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
9,289
shares
|
$369,795
0.01% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
9,288
shares
|
$369,755
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
9,280
shares
|
$369,436
0.37% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
9,247
shares
|
$368,123
0.02% of portfolio
|
Q1 2025
Reduced 4.88%
|