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 1,033 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
412
shares
|
$15,124
0.0% of portfolio
|
Q4 2024
Reduced 40.12%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
410
shares
|
$15,051
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
404
shares
|
$14,830
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
382
shares
|
$14,023
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
382
shares
|
$14,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
380
shares
|
$13,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
369
shares
|
$13,545
0.0% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
368
shares
|
$13,509
0.0% of portfolio
|
Q4 2024
Reduced 95.86%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
354
shares
|
$12,995
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
345
shares
|
$12,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
339
shares
|
$12,444
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
326
shares
|
$11,967
0.0% of portfolio
|
Q4 2022
Reduced 49.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
325
shares
|
$11,930
0.0% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
300
shares
|
$11,013
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
297
shares
|
$10,902
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
260
shares
|
$9,544
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
259
shares
|
$9,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
243
shares
|
$8,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
242
shares
|
$8,883
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
218
shares
|
$8,002
0.0% of portfolio
|
Q4 2019
Reduced 95.77%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
218
shares
|
$8,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
187
shares
|
$6,864
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
177
shares
|
$6,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
159
shares
|
$5,836
0.0% of portfolio
|
Q3 2022
Reduced 74.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
157
shares
|
$5,763
0.0% of portfolio
|
Q4 2024
Reduced 74.18%
|