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 1,047 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 $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
62,397
shares
|
$2.29 Million
1.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
62,396
shares
|
$2.29 Million
0.85% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
61,799
shares
|
$2.27 Million
0.91% of portfolio
|
Q4 2024
Reduced 39.73%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
61,795
shares
|
$2.27 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
61,392
shares
|
$2.25 Million
2.01% of portfolio
|
Q1 2025
Reduced 42.99%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
61,079
shares
|
$2.24 Million
1.47% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
60,559
shares
|
$2.22 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
60,537
shares
|
$2.22 Million
0.18% of portfolio
|
Q4 2022
Added 66.64%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
60,233
shares
|
$2.21 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
59,535
shares
|
$2.19 Million
0.32% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
58,504
shares
|
$2.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
58,231
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
58,062
shares
|
$2.13 Million
0.09% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
57,979
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
57,942
shares
|
$2.13 Million
0.72% of portfolio
|
Q1 2025
Added 52.52%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
57,720
shares
|
$2.12 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
57,240
shares
|
$2.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
57,054
shares
|
$2.1 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
56,429
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
56,079
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 76.3%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
55,431
shares
|
$2.04 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
55,329
shares
|
$2.03 Million
1.67% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
54,865
shares
|
$2.02 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
54,699
shares
|
$2.01 Million
0.21% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
54,459
shares
|
$2 Million
0.18% of portfolio
|
Q2 2024
Added 2.59%
|