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 1,050 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
7,091
shares
|
$257,474
0.01% of portfolio
|
Q2 2024
Reduced 46.41%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
7,090
shares
|
$257,437
0.07% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
7,058
shares
|
$256,275
0.09% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
7,022
shares
|
$254,968
0.1% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
7,014
shares
|
$254,678
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
7,002
shares
|
$254,242
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
6,940
shares
|
$251,991
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
6,918
shares
|
$251,192
0.29% of portfolio
|
Q4 2024
Reduced 54.76%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
6,908
shares
|
$250,829
0.01% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
6,905
shares
|
$250,720
0.15% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
6,905
shares
|
$250,720
0.02% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,891
shares
|
$250,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
6,880
shares
|
$249,812
0.02% of portfolio
|
Q4 2023
Reduced 15.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
6,872
shares
|
$249,522
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
6,860
shares
|
$249,086
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,843
shares
|
$248,469
0.01% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
6,841
shares
|
$248,396
0.37% of portfolio
|
Q4 2024
Reduced 57.64%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
6,825
shares
|
$247,815
0.0% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
6,761
shares
|
$245,491
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
6,709
shares
|
$243,603
0.11% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
6,690
shares
|
$242,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,681
shares
|
$242,587
0.0% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
6,665
shares
|
$242,006
0.21% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,550
shares
|
$237,830
0.0% of portfolio
|
Q4 2024
Added 108.6%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
6,533
shares
|
$237,213
0.23% of portfolio
|
Q1 2025
New holding
|