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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
686,764
shares
|
$27.3 Million
1.93% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
684,305
shares
|
$27.2 Million
5.17% of portfolio
|
Q1 2025
Added 53.83%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
679,267
shares
|
$27 Million
0.28% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
677,252
shares
|
$27 Million
7.94% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
674,357
shares
|
$26.8 Million
0.15% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
668,983
shares
|
$26.6 Million
7.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
668,624
shares
|
$26.6 Million
0.79% of portfolio
|
Q1 2025
Reduced 18.68%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
658,632
shares
|
$26.2 Million
5.37% of portfolio
|
Q1 2025
Added 577.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
648,619
shares
|
$25.8 Million
0.47% of portfolio
|
Q3 2022
Added 45.06%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
643,124
shares
|
$25.6 Million
8.71% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
632,745
shares
|
$25.2 Million
0.8% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
628,957
shares
|
$25 Million
0.26% of portfolio
|
Q2 2022
Reduced 77.65%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
600,881
shares
|
$23.9 Million
1.63% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
600,157
shares
|
$23.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
597,716
shares
|
$23.8 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
576,824
shares
|
$23 Million
6.43% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
571,599
shares
|
$22.8 Million
0.76% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
566,088
shares
|
$22.5 Million
5.31% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
565,630
shares
|
$22.5 Million
3.4% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
559,202
shares
|
$22.3 Million
2.32% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
544,918
shares
|
$21.7 Million
12.46% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
538,577
shares
|
$21.4 Million
6.64% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
536,149
shares
|
$21.3 Million
3.26% of portfolio
|
Q1 2025
Added 409.6%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
527,036
shares
|
$21 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
525,879
shares
|
$20.9 Million
1.23% of portfolio
|
Q1 2025
Added 1.61%
|