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 |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
36,441
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
36,286
shares
|
$1.33 Million
0.47% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
36,284
shares
|
$1.33 Million
0.89% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
36,183
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
36,053
shares
|
$1.32 Million
0.85% of portfolio
|
Q2 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
35,279
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 50.13%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
34,591
shares
|
$1.27 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,281
shares
|
$1.22 Million
0.2% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
33,250
shares
|
$1.22 Million
1.4% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
33,170
shares
|
$1.22 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
33,152
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 735.48%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
33,113
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
32,870
shares
|
$1.21 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
32,653
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
32,526
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
31,983
shares
|
$1.17 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
31,953
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
31,821
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Added 160.66%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
31,650
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
31,453
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
30,931
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
Added 105.89%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
30,885
shares
|
$1.13 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
30,798
shares
|
$1.13 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
30,188
shares
|
$1.11 Million
0.15% of portfolio
|
Q4 2024
Added 283.68%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
28,979
shares
|
$1.06 Million
0.94% of portfolio
|
Q3 2024
Reduced 7.72%
|