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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,486
shares
|
$235,506
0.09% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,463
shares
|
$234,671
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,460
shares
|
$234,562
0.14% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,440
shares
|
$233,836
0.02% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,411
shares
|
$232,783
0.02% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
6,375
shares
|
$231,476
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jan 22, 2025 Q4 2024 |
6,358
shares
|
$230,858
0.12% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
6,335
shares
|
$230,023
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
6,332
shares
|
$229,914
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,300
shares
|
$228,753
0.02% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
6,223
shares
|
$225,957
0.08% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,190
shares
|
$224,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
6,165
shares
|
$223,851
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,160
shares
|
$223,669
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,114
shares
|
$221,999
0.0% of portfolio
|
Q4 2024
Reduced 44.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,100
shares
|
$221,491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
6,096
shares
|
$221,345
0.04% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
6,017
shares
|
$218,477
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
5,935
shares
|
$215,499
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,909
shares
|
$214,555
0.11% of portfolio
|
Q1 2024
Reduced 46.45%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
5,865
shares
|
$212,958
0.06% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
5,630
shares
|
$204,425
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
5,603
shares
|
$203,444
0.01% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
5,514
shares
|
$200,213
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
5,415
shares
|
$196,618
0.13% of portfolio
|
Q4 2024
Added 1.4%
|