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 |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,230
shares
|
$327,636
0.21% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
8,177
shares
|
$325,526
0.02% of portfolio
|
Q1 2025
Added 16.58%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
8,044
shares
|
$320,231
0.17% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
8,030
shares
|
$319,674
0.18% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
8,012
shares
|
$318,957
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
7,982
shares
|
$317,763
0.1% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
7,940
shares
|
$316,091
0.15% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
7,939
shares
|
$316,051
0.12% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
7,925
shares
|
$315,494
0.04% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7,922
shares
|
$315,374
0.13% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,916
shares
|
$315,135
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,908
shares
|
$314,817
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,829
shares
|
$311,672
0.15% of portfolio
|
Q1 2025
Reduced 77.37%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,764
shares
|
$309,084
0.01% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
7,715
shares
|
$307,134
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
7,667
shares
|
$305,223
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,589
shares
|
$302,118
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,578
shares
|
$301,680
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
7,545
shares
|
$300,366
0.12% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
7,510
shares
|
$298,973
0.13% of portfolio
|
Q1 2025
Reduced 27.87%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$298,575
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
7,490
shares
|
$298,176
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
7,479
shares
|
$297,738
0.05% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
7,423
shares
|
$295,509
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,422
shares
|
$295,469
0.04% of portfolio
|
Q4 2024
New holding
|