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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
7,315
shares
|
$291,210
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,271
shares
|
$289,458
0.04% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
7,264
shares
|
$289,179
0.07% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
7,240
shares
|
$288,224
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
7,188
shares
|
$286,154
0.03% of portfolio
|
Q1 2025
Added 347.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,165
shares
|
$285,238
0.02% of portfolio
|
Q1 2025
Added 1356.3%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
7,158
shares
|
$284,959
0.1% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
7,146
shares
|
$284,482
0.19% of portfolio
|
Q1 2025
Reduced 94.97%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,123
shares
|
$283,566
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,102
shares
|
$282,730
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
7,091
shares
|
$282,292
0.01% of portfolio
|
Q2 2024
Reduced 46.41%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
7,058
shares
|
$280,978
0.1% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
7,019
shares
|
$279,426
0.09% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
7,002
shares
|
$278,749
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
7,000
shares
|
$278,670
0.01% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
6,999
shares
|
$278,630
0.04% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
6,979
shares
|
$277,833
0.0% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
6,967
shares
|
$277,356
0.0% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,957
shares
|
$276,958
0.0% of portfolio
|
Q1 2025
Reduced 85.42%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
6,950
shares
|
$276,679
0.14% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
6,949
shares
|
$276,639
0.21% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
6,940
shares
|
$276,281
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
6,934
shares
|
$276,042
0.03% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
6,905
shares
|
$274,888
0.03% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
6,880
shares
|
$273,892
0.02% of portfolio
|
Q4 2023
Reduced 15.04%
|