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 |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
404
shares
|
$16,083
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
382
shares
|
$15,207
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
382
shares
|
$15,207
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
369
shares
|
$14,689
0.0% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
367
shares
|
$14,610
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
354
shares
|
$14,092
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
339
shares
|
$13,495
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
326
shares
|
$12,978
0.0% of portfolio
|
Q4 2022
Reduced 49.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
325
shares
|
$12,938
0.0% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
300
shares
|
$11,943
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
297
shares
|
$11,823
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
259
shares
|
$10,310
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
247
shares
|
$9,833
0.01% of portfolio
|
Q1 2025
Reduced 66.71%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
243
shares
|
$9,673
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
242
shares
|
$9,634
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
240
shares
|
$9,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
234
shares
|
$9,315
0.0% of portfolio
|
Q1 2025
Added 157.14%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
218
shares
|
$8,678
0.0% of portfolio
|
Q4 2019
Reduced 95.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
195
shares
|
$7,762
0.0% of portfolio
|
Q1 2025
Reduced 47.01%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
192
shares
|
$7,643
0.0% of portfolio
|
Q1 2025
Reduced 91.49%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
187
shares
|
$7,444
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
177
shares
|
$7,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
159
shares
|
$6,329
0.0% of portfolio
|
Q3 2022
Reduced 74.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
157
shares
|
$6,250
0.0% of portfolio
|
Q4 2024
Reduced 74.18%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
153
shares
|
$6,090
0.0% of portfolio
|
Q1 2022
Added 15.91%
|