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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,477
shares
|
$98,609
1.11% of portfolio
|
Q3 2022
Reduced 88.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,440
shares
|
$97,136
0.03% of portfolio
|
Q3 2023
Added 283.05%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,380
shares
|
$94,747
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,378
shares
|
$94,668
0.02% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,367
shares
|
$94,230
0.03% of portfolio
|
Q1 2025
Added 57.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,351
shares
|
$93,593
0.0% of portfolio
|
Q1 2023
Reduced 70.7%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,347
shares
|
$93,434
0.06% of portfolio
|
Q4 2024
Reduced 90.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
2,249
shares
|
$89,532
0.05% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,203
shares
|
$87,701
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,197
shares
|
$87,462
0.03% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
2,120
shares
|
$84,397
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,100
shares
|
$83,601
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
2,000
shares
|
$79,620
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1,900
shares
|
$75,639
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,875
shares
|
$74,643
0.09% of portfolio
|
Q4 2024
Added 52.07%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,842
shares
|
$73,330
0.13% of portfolio
|
Q1 2025
Reduced 55.01%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,809
shares
|
$72,016
0.02% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,803
shares
|
$71,777
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
1,800
shares
|
$71,658
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,769
shares
|
$70,423
0.0% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,751
shares
|
$69,707
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,612
shares
|
$64,173
0.01% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$60,391
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,451
shares
|
$57,764
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,398
shares
|
$55,654
0.03% of portfolio
|
Q2 2019
Reduced 22.46%
|