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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
717
shares
|
$28,543
0.01% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
711
shares
|
$28,304
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
689
shares
|
$27,429
0.02% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
661
shares
|
$26,314
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
641
shares
|
$25,518
0.0% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
637
shares
|
$25,358
0.01% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
632
shares
|
$25,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
628
shares
|
$25,000
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
625
shares
|
$24,881
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
618
shares
|
$24,602
0.0% of portfolio
|
Q4 2024
Reduced 37.39%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
606
shares
|
$24,124
0.0% of portfolio
|
Q1 2025
Reduced 76.36%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
601
shares
|
$23,925
0.01% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
580
shares
|
$23,089
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
557
shares
|
$22,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
516
shares
|
$20,541
3.92% of portfolio
|
Q1 2025
Added 19516.09%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
510
shares
|
$20,303
0.0% of portfolio
|
Q2 2024
Added 639.13%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
498
shares
|
$19,825
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
470
shares
|
$18,710
0.0% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
469
shares
|
$18,670
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
465
shares
|
$18,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
448
shares
|
$17,834
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
412
shares
|
$16,401
0.0% of portfolio
|
Q2 2024
Added 20.12%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
412
shares
|
$16,401
0.0% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
410
shares
|
$16,322
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
410
shares
|
$16,322
0.0% of portfolio
|
Q1 2025
Reduced 24.35%
|