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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,563
shares
|
$93,062
0.01% of portfolio
|
Q4 2024
Added 322.94%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,512
shares
|
$91,210
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,477
shares
|
$89,939
1.11% of portfolio
|
Q3 2022
Reduced 88.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,440
shares
|
$88,596
0.03% of portfolio
|
Q3 2023
Added 283.05%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,380
shares
|
$86,417
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,351
shares
|
$85,364
0.0% of portfolio
|
Q1 2023
Reduced 70.7%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,347
shares
|
$85,219
0.06% of portfolio
|
Q4 2024
Reduced 90.15%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,256
shares
|
$81,915
0.01% of portfolio
|
Q4 2024
Added 1075.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
2,197
shares
|
$79,773
0.02% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,184
shares
|
$79,301
0.0% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,120
shares
|
$76,977
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,100
shares
|
$76,251
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,070
shares
|
$75,161
0.01% of portfolio
|
Q4 2024
Added 2857.14%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$72,620
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$69,170
0.04% of portfolio
|
Q4 2024
Added 170.98%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,900
shares
|
$68,989
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,877
shares
|
$68,153
0.02% of portfolio
|
Q4 2024
Added 1143.05%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
1,875
shares
|
$68,081
0.08% of portfolio
|
Q4 2024
Added 52.07%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,803
shares
|
$65,466
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,769
shares
|
$64,232
0.0% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,751
shares
|
$63,578
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,650
shares
|
$59,911
0.0% of portfolio
|
Q3 2024
Reduced 90.54%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,612
shares
|
$58,531
0.01% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$55,082
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,502
shares
|
$54,537
0.02% of portfolio
|
Q4 2024
Added 24.96%
|