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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,419
shares
|
$281,180
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
7,315
shares
|
$277,238
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,293
shares
|
$276,404
0.04% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
7,240
shares
|
$274,396
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
7,188
shares
|
$272,425
0.03% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,160
shares
|
$271,364
0.02% of portfolio
|
Q4 2024
Reduced 36.68%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
7,158
shares
|
$271,288
0.1% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,123
shares
|
$269,961
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
7,091
shares
|
$268,748
0.01% of portfolio
|
Q2 2024
Reduced 46.41%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
7,090
shares
|
$268,711
0.07% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
7,058
shares
|
$267,498
0.09% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
7,022
shares
|
$266,133
0.1% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
7,014
shares
|
$265,830
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
7,002
shares
|
$265,375
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
6,979
shares
|
$264,504
0.0% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
6,967
shares
|
$264,049
0.0% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
6,950
shares
|
$263,405
0.14% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
6,940
shares
|
$263,026
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
6,918
shares
|
$262,192
0.29% of portfolio
|
Q4 2024
Reduced 54.76%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
6,908
shares
|
$261,813
0.01% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
6,905
shares
|
$261,699
0.02% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,891
shares
|
$261,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
6,880
shares
|
$260,752
0.02% of portfolio
|
Q4 2023
Reduced 15.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
6,872
shares
|
$260,448
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
6,860
shares
|
$259,994
0.2% of portfolio
|
Q4 2024
New holding
|