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 1,021 institutions that hold shares in the stock, with a total of 529 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,996,341
shares
|
$110 Million
7.48% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
2,863,021
shares
|
$105 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,836,155
shares
|
$104 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,730,272
shares
|
$100 Million
0.93% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
2,684,464
shares
|
$98.7 Million
0.12% of portfolio
|
Q4 2024
Added 81.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,663,730
shares
|
$97.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,613,821
shares
|
$96.1 Million
1.39% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,595,044
shares
|
$95.4 Million
7.25% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,524,853
shares
|
$92.8 Million
2.56% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,457,238
shares
|
$90.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,429,024
shares
|
$89.3 Million
2.84% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,344,164
shares
|
$86.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,232,372
shares
|
$82.1 Million
0.62% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
2,228,843
shares
|
$82 Million
0.27% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
2,176,759
shares
|
$80 Million
7.66% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,139,186
shares
|
$78.7 Million
0.06% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,132,796
shares
|
$78.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,081,032
shares
|
$76.5 Million
0.2% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
2,078,553
shares
|
$76.4 Million
16.75% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,829,614
shares
|
$67.3 Million
0.14% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,785,634
shares
|
$65.7 Million
6.81% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,666,829
shares
|
$61.3 Million
6.05% of portfolio
|
Q4 2024
Added 12.8%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
1,654,198
shares
|
$60.8 Million
0.58% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
1,595,808
shares
|
$58.7 Million
0.8% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,576,858
shares
|
$58 Million
11.17% of portfolio
|
Q4 2024
Reduced 0.98%
|