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 |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
927,175
shares
|
$36.9 Million
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
923,929
shares
|
$36.8 Million
2.78% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
918,310
shares
|
$36.6 Million
9.51% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
906,065
shares
|
$36.1 Million
7.62% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
895,038
shares
|
$35.6 Million
4.76% of portfolio
|
Q1 2025
Reduced 25.75%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
876,638
shares
|
$34.9 Million
0.4% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
872,301
shares
|
$34.7 Million
1.91% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
871,165
shares
|
$34.7 Million
0.55% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
852,487
shares
|
$33.9 Million
0.01% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
850,485
shares
|
$33.9 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
842,980
shares
|
$33.6 Million
8.08% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
817,424
shares
|
$32.5 Million
5.09% of portfolio
|
Q1 2025
Added 15.03%
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
815,235
shares
|
$32.5 Million
6.63% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
805,763
shares
|
$32.1 Million
0.7% of portfolio
|
Q1 2025
Added 259.19%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
787,349
shares
|
$31.3 Million
11.62% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
771,935
shares
|
$30.7 Million
1.84% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
767,617
shares
|
$30.6 Million
2.42% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
765,959
shares
|
$30.5 Million
2.23% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
754,231
shares
|
$30 Million
6.15% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
709,841
shares
|
$28.3 Million
4.17% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
707,086
shares
|
$28.1 Million
8.21% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
704,037
shares
|
$28 Million
15.14% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Fairfield University
|
May 09, 2025 Q1 2025 |
701,558
shares
|
$27.9 Million
13.1% of portfolio
|
Q1 2025
Added 209.16%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
695,206
shares
|
$27.7 Million
5.46% of portfolio
|
Q1 2025
Added 151.96%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
694,304
shares
|
$27.6 Million
12.06% of portfolio
|
Q1 2025
Added 178.8%
|