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 |
|---|---|---|---|---|---|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
4,094
shares
|
$155,162
0.12% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
4,055
shares
|
$153,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
4,047
shares
|
$153,381
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
3,847
shares
|
$145,801
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
3,634
shares
|
$137,728
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
3,215
shares
|
$121,848
0.06% of portfolio
|
Q4 2023
Reduced 15.68%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
3,211
shares
|
$121,696
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
3,186
shares
|
$120,749
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
3,155
shares
|
$119,574
0.03% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,045
shares
|
$115,405
0.04% of portfolio
|
Q2 2024
Reduced 88.71%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,990
shares
|
$113,321
0.02% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,813
shares
|
$106,612
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
2,778
shares
|
$105,286
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,663
shares
|
$100,927
0.01% of portfolio
|
Q3 2023
Reduced 50.34%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
2,563
shares
|
$97,137
0.01% of portfolio
|
Q4 2024
Added 322.94%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,512
shares
|
$95,204
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,477
shares
|
$93,878
1.11% of portfolio
|
Q3 2022
Reduced 88.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,440
shares
|
$92,476
0.03% of portfolio
|
Q3 2023
Added 283.05%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
2,380
shares
|
$90,202
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,378
shares
|
$90,126
0.02% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,351
shares
|
$89,102
0.0% of portfolio
|
Q1 2023
Reduced 70.7%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,347
shares
|
$88,951
0.06% of portfolio
|
Q4 2024
Reduced 90.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
2,249
shares
|
$85,237
0.05% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,203
shares
|
$83,493
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
2,197
shares
|
$83,266
0.02% of portfolio
|
Q2 2024
Added 30.77%
|