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 |
---|---|---|---|---|---|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
1,223
shares
|
$48,687
0.03% of portfolio
|
Q1 2025
Added 5459.09%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,220
shares
|
$48,568
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
1,210
shares
|
$48,170
0.02% of portfolio
|
Q1 2024
New holding
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
1,187
shares
|
$47,254
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,145
shares
|
$45,582
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
1,085
shares
|
$43,193
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
1,084
shares
|
$43,154
0.02% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,064
shares
|
$42,357
0.01% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,061
shares
|
$42,238
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,059
shares
|
$42,158
0.03% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,052
shares
|
$41,880
0.04% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
1,045
shares
|
$41,601
0.01% of portfolio
|
Q1 2023
New holding
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
913
shares
|
$36,346
0.0% of portfolio
|
Q4 2024
Reduced 30.68%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
897
shares
|
$35,709
0.0% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
893
shares
|
$35,550
0.01% of portfolio
|
Q1 2025
Added 12.61%
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
885
shares
|
$35,231
0.02% of portfolio
|
Q2 2024
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
859
shares
|
$34,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
851
shares
|
$33,878
0.01% of portfolio
|
Q4 2021
New holding
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
817
shares
|
$32,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
780
shares
|
$31,051
0.0% of portfolio
|
Q4 2024
Reduced 98.32%
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
764
shares
|
$30,414
0.01% of portfolio
|
Q1 2025
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
749
shares
|
$29,817
0.0% of portfolio
|
Q1 2025
New holding
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
746
shares
|
$29,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
745
shares
|
$29,658
0.02% of portfolio
|
Q3 2024
New holding
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
741
shares
|
$29,499
0.02% of portfolio
|
Q1 2025
New holding
|