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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
396,929
shares
|
$15.8 Million
0.47% of portfolio
|
Q1 2025
Reduced 39.75%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
391,123
shares
|
$15.6 Million
3.79% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
384,000
shares
|
$15.3 Million
2.03% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
383,584
shares
|
$15.3 Million
3.61% of portfolio
|
Q1 2025
Added 90.96%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
382,319
shares
|
$15.2 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
382,221
shares
|
$15.2 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
379,710
shares
|
$15.1 Million
2.45% of portfolio
|
Q1 2025
Reduced 68.45%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
379,185
shares
|
$15.1 Million
1.45% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
378,374
shares
|
$15.1 Million
9.07% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
376,383
shares
|
$15 Million
9.45% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
373,469
shares
|
$14.9 Million
0.98% of portfolio
|
Q4 2023
Added 1.56%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
371,749
shares
|
$14.8 Million
6.85% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
367,934
shares
|
$14.6 Million
0.91% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
363,572
shares
|
$14.5 Million
1.62% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
356,188
shares
|
$14.2 Million
1.4% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
354,770
shares
|
$14.1 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
354,618
shares
|
$14.1 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
353,372
shares
|
$14.1 Million
5.4% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
353,187
shares
|
$14.1 Million
2.48% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
347,539
shares
|
$13.8 Million
4.23% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
346,256
shares
|
$13.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
342,168
shares
|
$13.6 Million
1.43% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
337,496
shares
|
$13.4 Million
1.06% of portfolio
|
Q1 2025
Reduced 14.97%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
334,252
shares
|
$13.3 Million
4.3% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
327,614
shares
|
$13 Million
1.96% of portfolio
|
Q1 2025
Added 8.35%
|