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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
6,071
shares
|
$230,090
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,055
shares
|
$229,484
0.02% of portfolio
|
Q1 2025
Added 389.89%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
6,037
shares
|
$228,802
0.0% of portfolio
|
Q1 2025
Reduced 11.55%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
6,036
shares
|
$228,764
0.09% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
6,020
shares
|
$228,158
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
6,017
shares
|
$228,044
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
6,011
shares
|
$227,816
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
5,935
shares
|
$224,936
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,909
shares
|
$223,951
0.11% of portfolio
|
Q1 2024
Reduced 46.45%
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
5,865
shares
|
$222,283
0.06% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
5,747
shares
|
$217,811
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
5,630
shares
|
$213,377
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
5,603
shares
|
$212,353
0.01% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,592
shares
|
$211,936
0.02% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
5,550
shares
|
$210,345
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
5,514
shares
|
$208,980
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,161
shares
|
$195,601
0.01% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
5,053
shares
|
$191,508
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
5,038
shares
|
$190,940
0.17% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
5,009
shares
|
$189,841
0.11% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,932
shares
|
$186,922
0.01% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
4,869
shares
|
$184,535
0.06% of portfolio
|
Q1 2025
Reduced 13.75%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
4,712
shares
|
$178,584
0.06% of portfolio
|
Q4 2024
Reduced 38.26%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4,460
shares
|
$169,034
0.11% of portfolio
|
Q2 2024
Added 10.29%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,250
shares
|
$161,075
0.05% of portfolio
|
Q1 2020
New holding
|