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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
318,848
shares
|
$12.7 Million
0.13% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
316,692
shares
|
$12.6 Million
6.39% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
315,029
shares
|
$12.5 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
307,793
shares
|
$12.3 Million
2.23% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
305,334
shares
|
$12.2 Million
4.65% of portfolio
|
Q1 2025
Added 41.13%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
304,647
shares
|
$12.1 Million
0.35% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
299,631
shares
|
$11.9 Million
0.86% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
298,276
shares
|
$11.9 Million
4.13% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
296,369
shares
|
$11.8 Million
3.62% of portfolio
|
Q1 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
291,039
shares
|
$11.6 Million
5.51% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
290,626
shares
|
$11.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 44.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
289,071
shares
|
$11.5 Million
0.33% of portfolio
|
Q1 2025
Added 36.38%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
286,250
shares
|
$11.4 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
284,960
shares
|
$11.3 Million
1.69% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
284,413
shares
|
$11.3 Million
0.26% of portfolio
|
Q1 2025
Added 206.2%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
283,601
shares
|
$11.3 Million
4.16% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
281,730
shares
|
$11.2 Million
3.18% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
280,887
shares
|
$11.2 Million
1.29% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
279,009
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
278,048
shares
|
$11.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
276,169
shares
|
$11 Million
0.13% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
275,994
shares
|
$11 Million
5.63% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
274,412
shares
|
$10.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
272,220
shares
|
$10.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 49.74%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
268,254
shares
|
$10.7 Million
7.98% of portfolio
|
Q1 2025
Added 8.86%
|