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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
6,850
shares
|
$259,615
0.08% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,843
shares
|
$259,349
0.01% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
6,841
shares
|
$259,273
0.37% of portfolio
|
Q4 2024
Reduced 57.64%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
6,761
shares
|
$256,241
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,709
shares
|
$254,271
0.13% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,681
shares
|
$253,209
0.0% of portfolio
|
Q4 2024
Added 26.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,550
shares
|
$248,245
0.0% of portfolio
|
Q4 2024
Added 108.6%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
6,548
shares
|
$248,169
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
6,533
shares
|
$247,600
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,496
shares
|
$246,198
0.02% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,482
shares
|
$245,667
0.01% of portfolio
|
Q1 2025
Reduced 94.34%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,463
shares
|
$244,947
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,460
shares
|
$244,834
0.14% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
6,411
shares
|
$242,976
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
6,375
shares
|
$241,612
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
6,335
shares
|
$240,096
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
6,332
shares
|
$239,982
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,274
shares
|
$237,784
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
6,250
shares
|
$236,875
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Apr 25, 2025 Q1 2025 |
6,224
shares
|
$235,889
0.22% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,190
shares
|
$234,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
6,190
shares
|
$234,601
0.14% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,114
shares
|
$231,720
0.0% of portfolio
|
Q4 2024
Reduced 44.45%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,100
shares
|
$231,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
6,096
shares
|
$231,038
0.04% of portfolio
|
Q2 2022
Reduced 48.9%
|