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 1,041 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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,667
shares
|
$282,375
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,578
shares
|
$279,097
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,545
shares
|
$277,882
0.12% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
7,540
shares
|
$277,698
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,536
shares
|
$277,550
0.0% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$276,225
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
7,490
shares
|
$275,856
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
7,440
shares
|
$274,015
0.09% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,422
shares
|
$273,352
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,419
shares
|
$273,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
7,407
shares
|
$272,799
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
7,315
shares
|
$269,411
0.01% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,293
shares
|
$268,601
0.04% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
7,240
shares
|
$266,649
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
7,188
shares
|
$264,734
0.03% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
7,160
shares
|
$263,702
0.02% of portfolio
|
Q4 2024
Reduced 36.68%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
7,158
shares
|
$263,629
0.09% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,123
shares
|
$262,340
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
7,091
shares
|
$261,161
0.01% of portfolio
|
Q2 2024
Reduced 46.41%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
7,090
shares
|
$261,124
0.07% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
7,058
shares
|
$259,946
0.09% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
7,022
shares
|
$258,620
0.1% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
7,014
shares
|
$258,325
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
7,007
shares
|
$258,067
0.19% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
6,940
shares
|
$255,600
0.02% of portfolio
|
Q4 2024
New holding
|