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 969 institutions that hold shares in the stock, with a total of 497 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
95,276
shares
|
$3.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 27.63%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
94,550
shares
|
$3.37 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
94,311
shares
|
$3.36 Million
0.5% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
94,002
shares
|
$3.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
93,667
shares
|
$3.34 Million
0.3% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
93,627
shares
|
$3.34 Million
2.28% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
92,814
shares
|
$3.31 Million
0.48% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
91,823
shares
|
$3.27 Million
4.03% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
91,768
shares
|
$3.27 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
91,091
shares
|
$3.25 Million
2.53% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
90,732
shares
|
$3.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
89,800
shares
|
$3.2 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
89,770
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
88,496
shares
|
$3.16 Million
3.13% of portfolio
|
Q2 2022
Added 0.58%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
87,026
shares
|
$3.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
86,791
shares
|
$3.09 Million
1.38% of portfolio
|
Q4 2024
Added 114.95%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
86,789
shares
|
$3.09 Million
0.22% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
86,776
shares
|
$3.09 Million
1.75% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
86,755
shares
|
$3.09 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
86,648
shares
|
$3.09 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
86,559
shares
|
$3.09 Million
0.35% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
86,337
shares
|
$3.08 Million
1.65% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
85,727
shares
|
$3.06 Million
0.63% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
84,917
shares
|
$3.03 Million
1.0% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
84,879
shares
|
$3.03 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.75%
|