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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
326
shares
|
$11,837
0.0% of portfolio
|
Q4 2022
Reduced 49.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
325
shares
|
$11,800
0.0% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
300
shares
|
$10,893
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
297
shares
|
$10,784
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
260
shares
|
$9,440
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
259
shares
|
$9,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
243
shares
|
$8,823
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
242
shares
|
$8,787
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
218
shares
|
$7,915
0.0% of portfolio
|
Q4 2019
Reduced 95.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
218
shares
|
$7,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
187
shares
|
$6,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
177
shares
|
$6,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
159
shares
|
$5,773
0.0% of portfolio
|
Q3 2022
Reduced 74.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
157
shares
|
$5,700
0.0% of portfolio
|
Q4 2024
Reduced 74.18%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
153
shares
|
$5,555
0.0% of portfolio
|
Q1 2022
Added 15.91%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
151
shares
|
$5,482
0.0% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
149
shares
|
$5,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
129
shares
|
$4,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
124
shares
|
$4,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
117
shares
|
$4,248
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
114
shares
|
$4,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
108
shares
|
$3,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
108
shares
|
$3,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
100
shares
|
$3,631
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
92
shares
|
$3,340
0.0% of portfolio
|
Q4 2024
Added 1.1%
|