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 |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
265,878
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
262,220
shares
|
$10.4 Million
4.28% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
259,602
shares
|
$10.3 Million
1.33% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
258,170
shares
|
$10.3 Million
2.89% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
258,081
shares
|
$10.3 Million
0.61% of portfolio
|
Q1 2025
Added 27.23%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
257,666
shares
|
$10.3 Million
5.09% of portfolio
|
Q1 2025
New holding
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
252,227
shares
|
$10 Million
9.87% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
250,529
shares
|
$9.97 Million
7.74% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
250,129
shares
|
$9.96 Million
0.04% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
249,359
shares
|
$9.93 Million
0.15% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
248,776
shares
|
$9.9 Million
4.05% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
247,428
shares
|
$9.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 73.37%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
247,051
shares
|
$9.84 Million
4.38% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
245,658
shares
|
$9.78 Million
3.45% of portfolio
|
Q1 2025
Added 24.12%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
239,200
shares
|
$9.52 Million
1.3% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
237,396
shares
|
$9.45 Million
0.61% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
236,817
shares
|
$9.43 Million
7.33% of portfolio
|
Q1 2025
Added 462.71%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
233,728
shares
|
$9.3 Million
0.94% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
232,723
shares
|
$9.26 Million
0.21% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
232,670
shares
|
$9.26 Million
2.14% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
231,973
shares
|
$9.23 Million
5.86% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
230,122
shares
|
$9.16 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
228,146
shares
|
$9.08 Million
0.49% of portfolio
|
Q1 2025
Added 87.89%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
227,288
shares
|
$9.05 Million
7.88% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
219,746
shares
|
$8.75 Million
0.08% of portfolio
|
Q1 2025
Added 32.91%
|