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 1,043 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
693,595
shares
|
$25.5 Million
14.76% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
681,113
shares
|
$25 Million
3.56% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
672,567
shares
|
$24.7 Million
3.94% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
670,240
shares
|
$24.6 Million
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
662,803
shares
|
$24.3 Million
7.52% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
662,340
shares
|
$24.3 Million
2.19% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
658,761
shares
|
$24.2 Million
0.75% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
648,619
shares
|
$23.8 Million
0.47% of portfolio
|
Q3 2022
Added 45.06%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
628,957
shares
|
$23.1 Million
0.26% of portfolio
|
Q2 2022
Reduced 77.65%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
624,438
shares
|
$22.9 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
607,611
shares
|
$22.3 Million
0.23% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
600,199
shares
|
$22 Million
2.18% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
595,459
shares
|
$21.9 Million
0.73% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
590,152
shares
|
$21.7 Million
1.53% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
577,898
shares
|
$21.2 Million
5.43% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
576,870
shares
|
$21.2 Million
0.87% of portfolio
|
Q4 2024
Reduced 75.83%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
573,771
shares
|
$21.1 Million
1.52% of portfolio
|
Q4 2024
Added 43.57%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
573,072
shares
|
$21 Million
3.26% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
562,274
shares
|
$20.7 Million
0.12% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
554,583
shares
|
$20.4 Million
1.97% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
544,950
shares
|
$20 Million
5.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
542,592
shares
|
$19.9 Million
0.67% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
541,661
shares
|
$19.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
520,797
shares
|
$19.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
517,615
shares
|
$19 Million
0.24% of portfolio
|
Q4 2024
Added 3.53%
|