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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,398
shares
|
$50,761
0.03% of portfolio
|
Q2 2019
Reduced 22.46%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,236
shares
|
$44,879
0.0% of portfolio
|
Q4 2024
Reduced 45.33%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
1,210
shares
|
$43,935
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
1,182
shares
|
$42,918
0.04% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,118
shares
|
$40,594
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
1,085
shares
|
$39,396
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,084
shares
|
$39,360
0.02% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,064
shares
|
$38,633
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,061
shares
|
$38,524
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,060
shares
|
$38,488
0.03% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
1,045
shares
|
$37,943
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
913
shares
|
$33,151
0.0% of portfolio
|
Q4 2024
Reduced 30.68%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
909
shares
|
$33,005
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
897
shares
|
$32,570
0.0% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
885
shares
|
$32,134
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
859
shares
|
$31,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
855
shares
|
$31,045
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
851
shares
|
$30,899
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
817
shares
|
$29,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
793
shares
|
$28,793
0.01% of portfolio
|
Q1 2023
Reduced 24.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
780
shares
|
$28,321
0.0% of portfolio
|
Q4 2024
Reduced 98.32%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
746
shares
|
$27,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
745
shares
|
$27,050
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
742
shares
|
$26,942
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
717
shares
|
$26,034
0.01% of portfolio
|
Q4 2024
Reduced 17.3%
|