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 1,043 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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
173,817
shares
|
$6.38 Million
0.05% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
173,790
shares
|
$6.38 Million
1.22% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Jan 27, 2025 Q4 2024 |
171,940
shares
|
$6.32 Million
2.78% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
171,797
shares
|
$6.31 Million
2.12% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
171,112
shares
|
$6.28 Million
0.07% of portfolio
|
Q4 2024
Added 249.07%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
170,630
shares
|
$6.27 Million
3.17% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
170,227
shares
|
$6.25 Million
0.76% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
169,256
shares
|
$6.22 Million
3.28% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
169,019
shares
|
$6.21 Million
1.79% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$6.1 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
166,157
shares
|
$6.1 Million
0.53% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
165,334
shares
|
$6.07 Million
0.05% of portfolio
|
Q4 2024
Added 14.54%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
163,306
shares
|
$6 Million
2.6% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
162,490
shares
|
$5.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
160,468
shares
|
$5.89 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
160,042
shares
|
$5.88 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
156,972
shares
|
$5.77 Million
2.8% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
156,641
shares
|
$5.75 Million
0.61% of portfolio
|
Q4 2024
Reduced 35.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
155,207
shares
|
$5.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
151,635
shares
|
$5.57 Million
2.8% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
151,095
shares
|
$5.55 Million
3.29% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
150,138
shares
|
$5.51 Million
0.82% of portfolio
|
Q3 2024
Added 41.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
150,079
shares
|
$5.51 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
149,673
shares
|
$5.5 Million
0.37% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,425
shares
|
$5.49 Million
0.12% of portfolio
|
Q1 2024
Added 0.65%
|