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 1,049 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
150,113
shares
|
$5.51 Million
3.0% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
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%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
148,743
shares
|
$5.46 Million
5.22% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
147,453
shares
|
$5.42 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
144,898
shares
|
$5.32 Million
1.57% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
144,553
shares
|
$5.31 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,194
shares
|
$5.3 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
143,912
shares
|
$5.29 Million
1.92% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
142,196
shares
|
$5.22 Million
3.58% of portfolio
|
Q4 2024
Added 56.1%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
141,935
shares
|
$5.21 Million
0.45% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
140,164
shares
|
$5.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
140,027
shares
|
$5.14 Million
0.0% of portfolio
|
Q4 2024
Added 132.28%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
139,145
shares
|
$5.11 Million
1.69% of portfolio
|
Q1 2025
Added 1029.06%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
137,951
shares
|
$5.07 Million
0.39% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
135,786
shares
|
$4.99 Million
0.88% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
135,739
shares
|
$4.99 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
135,367
shares
|
$4.97 Million
2.44% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
133,070
shares
|
$4.89 Million
1.94% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
132,325
shares
|
$4.86 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
131,490
shares
|
$4.83 Million
4.87% of portfolio
|
Q1 2025
Added 43.69%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jan 28, 2025 Q4 2024 |
130,290
shares
|
$4.79 Million
4.21% of portfolio
|
Q4 2024
New holding
|