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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,161
shares
|
$187,395
0.01% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
5,053
shares
|
$183,474
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
5,038
shares
|
$182,929
0.17% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,009
shares
|
$181,876
0.11% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,932
shares
|
$179,080
0.01% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4,869
shares
|
$176,793
0.06% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
4,712
shares
|
$171,092
0.06% of portfolio
|
Q4 2024
Reduced 38.26%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,496
shares
|
$163,249
0.06% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4,460
shares
|
$161,942
0.11% of portfolio
|
Q2 2024
Added 10.29%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,250
shares
|
$154,317
0.05% of portfolio
|
Q1 2020
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
4,094
shares
|
$148,653
0.12% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
4,055
shares
|
$147,237
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
4,047
shares
|
$146,946
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
3,847
shares
|
$139,684
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
3,634
shares
|
$131,950
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
3,215
shares
|
$116,736
0.06% of portfolio
|
Q4 2023
Reduced 15.68%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
3,211
shares
|
$116,591
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
3,155
shares
|
$114,558
0.03% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,045
shares
|
$110,563
0.04% of portfolio
|
Q2 2024
Reduced 88.71%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,865
shares
|
$104,028
0.02% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,813
shares
|
$102,140
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
2,778
shares
|
$100,869
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
2,768
shares
|
$100,506
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,663
shares
|
$96,693
0.01% of portfolio
|
Q3 2023
Reduced 50.34%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,628
shares
|
$95,422
0.02% of portfolio
|
Q2 2024
Reduced 43.12%
|