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 956 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
195,013
shares
|
$6.96 Million
2.19% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
192,466
shares
|
$6.87 Million
1.52% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
190,348
shares
|
$6.79 Million
0.03% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
184,586
shares
|
$6.59 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
183,753
shares
|
$6.56 Million
0.1% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
182,839
shares
|
$6.53 Million
3.42% of portfolio
|
Q3 2024
Reduced 44.27%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
182,384
shares
|
$6.51 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
178,583
shares
|
$6.37 Million
0.15% of portfolio
|
Q3 2024
Reduced 44.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
177,643
shares
|
$6.34 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
177,550
shares
|
$6.34 Million
0.17% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
176,655
shares
|
$6.3 Million
4.21% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
176,216
shares
|
$6.29 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
176,076
shares
|
$6.28 Million
2.08% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
175,805
shares
|
$6.27 Million
0.12% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
174,614
shares
|
$6.23 Million
1.45% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
174,549
shares
|
$6.23 Million
4.96% of portfolio
|
Q4 2024
Added 27.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
171,711
shares
|
$6.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
170,630
shares
|
$6.09 Million
3.17% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
168,521
shares
|
$6.01 Million
0.1% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
167,004
shares
|
$5.96 Million
1.22% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$5.93 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
166,157
shares
|
$5.93 Million
0.53% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
165,318
shares
|
$5.9 Million
0.99% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
164,307
shares
|
$5.86 Million
2.79% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
162,490
shares
|
$5.8 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.13%
|