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 1,021 institutions that hold shares in the stock, with a total of 529 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
940,120
shares
|
$34.6 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
929,191
shares
|
$34.2 Million
0.06% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
927,175
shares
|
$34.1 Million
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
917,110
shares
|
$33.7 Million
2.47% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
911,132
shares
|
$33.5 Million
7.84% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
907,031
shares
|
$33.4 Million
0.89% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
906,065
shares
|
$33.3 Million
7.62% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
902,297
shares
|
$33.2 Million
1.92% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
895,389
shares
|
$32.9 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
854,327
shares
|
$31.4 Million
4.24% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
842,980
shares
|
$31 Million
8.08% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
822,189
shares
|
$30.2 Million
0.97% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
816,807
shares
|
$30 Million
0.71% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
811,843
shares
|
$29.9 Million
0.01% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Goodman Financial Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
806,099
shares
|
$29.6 Million
6.11% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
797,155
shares
|
$29.3 Million
0.74% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
778,754
shares
|
$28.6 Million
9.91% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
766,967
shares
|
$28.2 Million
2.23% of portfolio
|
Q4 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
761,347
shares
|
$28 Million
9.43% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
760,202
shares
|
$28 Million
4.08% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
748,816
shares
|
$27.5 Million
8.25% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
738,345
shares
|
$27.1 Million
2.2% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
736,703
shares
|
$27.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
729,928
shares
|
$26.8 Million
4.82% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
710,638
shares
|
$26.1 Million
4.5% of portfolio
|
Q4 2024
Added 32.47%
|