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 |
|---|---|---|---|---|---|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
515,401
shares
|
$20.5 Million
6.24% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
506,505
shares
|
$20.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 79.39%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
502,818
shares
|
$20 Million
0.03% of portfolio
|
Q1 2025
Added 47.88%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
502,815
shares
|
$20 Million
1.69% of portfolio
|
Q1 2025
Added 436.81%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
499,966
shares
|
$19.9 Million
1.69% of portfolio
|
Q4 2023
Added 2.65%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
494,272
shares
|
$19.7 Million
9.52% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
490,243
shares
|
$19.5 Million
0.89% of portfolio
|
Q3 2022
Added 39.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
485,785
shares
|
$19.3 Million
0.11% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
481,850
shares
|
$19.2 Million
0.96% of portfolio
|
Q4 2024
Reduced 49.64%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
480,978
shares
|
$19.1 Million
9.35% of portfolio
|
Q1 2025
Added 43.25%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
475,859
shares
|
$18.9 Million
3.2% of portfolio
|
Q1 2025
Reduced 29.25%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
466,639
shares
|
$18.6 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
459,465
shares
|
$18.3 Million
1.34% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
450,862
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2025
Added 85.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
449,604
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
440,362
shares
|
$17.5 Million
1.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
425,804
shares
|
$17 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
424,730
shares
|
$16.9 Million
0.19% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
417,649
shares
|
$16.6 Million
0.44% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
416,672
shares
|
$16.6 Million
0.5% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
412,535
shares
|
$16.4 Million
2.51% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
405,031
shares
|
$16.1 Million
7.48% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
404,249
shares
|
$16.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
402,085
shares
|
$16 Million
0.65% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Apr 10, 2025 Q1 2025 |
398,781
shares
|
$15.9 Million
4.18% of portfolio
|
Q1 2025
Added 9.94%
|