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 1,062 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
9,153
shares
|
$346,898
0.03% of portfolio
|
Q4 2024
Reduced 27.46%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
9,120
shares
|
$345,648
0.02% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
9,078
shares
|
$344,056
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
9,069
shares
|
$343,715
0.15% of portfolio
|
Q4 2024
Added 59.92%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
8,963
shares
|
$339,697
0.19% of portfolio
|
Q1 2025
Reduced 88.95%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
8,962
shares
|
$339,659
0.13% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
8,939
shares
|
$338,788
0.14% of portfolio
|
Q3 2022
Added 9.33%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
8,916
shares
|
$337,916
0.0% of portfolio
|
Q4 2024
Reduced 35.71%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
8,868
shares
|
$336,097
0.21% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
8,851
shares
|
$335,452
0.12% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
8,791
shares
|
$333,178
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
8,750
shares
|
$331,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
8,733
shares
|
$330,980
0.01% of portfolio
|
Q4 2024
Reduced 36.11%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
8,669
shares
|
$328,555
0.18% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,662
shares
|
$328,289
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
8,597
shares
|
$325,826
0.24% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
8,572
shares
|
$324,878
0.14% of portfolio
|
Q4 2024
Reduced 90.38%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,533
shares
|
$323,400
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
8,457
shares
|
$320,520
0.05% of portfolio
|
Q4 2024
Reduced 28.33%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
8,455
shares
|
$320,444
0.03% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
8,433
shares
|
$319,610
0.05% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
8,357
shares
|
$316,730
0.01% of portfolio
|
Q1 2025
Reduced 33.37%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
8,343
shares
|
$316,199
0.27% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
8,321
shares
|
$315,365
0.04% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
8,293
shares
|
$314,304
0.04% of portfolio
|
Q4 2024
Reduced 30.79%
|