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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
661
shares
|
$24,000
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
637
shares
|
$23,129
0.0% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
632
shares
|
$22,947
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
628
shares
|
$22,802
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
618
shares
|
$22,439
0.0% of portfolio
|
Q4 2024
Reduced 37.39%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
616
shares
|
$22,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
565
shares
|
$20,515
0.01% of portfolio
|
Q4 2024
Added 23.63%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
542
shares
|
$19,680
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
510
shares
|
$18,518
0.0% of portfolio
|
Q2 2024
Added 639.13%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
498
shares
|
$18,082
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
498
shares
|
$18,082
0.01% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
492
shares
|
$17,864
0.0% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
470
shares
|
$17,065
0.0% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
448
shares
|
$16,266
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
412
shares
|
$14,959
0.0% of portfolio
|
Q2 2024
Added 20.12%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
412
shares
|
$14,959
0.0% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
410
shares
|
$14,887
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
404
shares
|
$14,669
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
382
shares
|
$13,870
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
382
shares
|
$13,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
369
shares
|
$13,398
0.0% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
368
shares
|
$13,362
0.0% of portfolio
|
Q4 2024
Reduced 95.86%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
354
shares
|
$12,853
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
345
shares
|
$12,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
339
shares
|
$12,309
0.01% of portfolio
|
Q4 2024
New holding
|