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 |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,230
shares
|
$311,917
0.21% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
8,012
shares
|
$303,654
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
8,006
shares
|
$303,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
7,982
shares
|
$302,517
0.1% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
7,940
shares
|
$300,926
0.15% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
7,925
shares
|
$300,357
0.03% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7,922
shares
|
$300,243
0.13% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
7,916
shares
|
$300,016
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,908
shares
|
$299,713
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
7,899
shares
|
$299,372
0.01% of portfolio
|
Q3 2023
Added 599.03%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,883
shares
|
$298,765
0.01% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
7,776
shares
|
$294,710
0.12% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,764
shares
|
$294,255
0.01% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,667
shares
|
$290,579
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
7,608
shares
|
$288,343
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
7,589
shares
|
$287,623
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,578
shares
|
$287,206
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
7,545
shares
|
$285,955
0.12% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
7,540
shares
|
$285,766
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,536
shares
|
$285,614
0.0% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$284,250
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
7,490
shares
|
$283,871
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
7,479
shares
|
$283,454
0.05% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
7,423
shares
|
$281,331
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,422
shares
|
$281,293
0.04% of portfolio
|
Q4 2024
New holding
|