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 |
|---|---|---|---|---|---|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
84,874
shares
|
$3.03 Million
1.06% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
84,064
shares
|
$3 Million
0.22% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
82,999
shares
|
$2.96 Million
1.99% of portfolio
|
Q4 2024
Reduced 34.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
82,763
shares
|
$2.95 Million
0.04% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
82,583
shares
|
$2.94 Million
1.16% of portfolio
|
Q3 2024
Added 159.57%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
82,385
shares
|
$2.94 Million
0.56% of portfolio
|
Q4 2024
Reduced 36.33%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
82,120
shares
|
$2.93 Million
0.31% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
81,324
shares
|
$2.9 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
80,432
shares
|
$2.87 Million
0.29% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
80,215
shares
|
$2.86 Million
1.05% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
79,381
shares
|
$2.83 Million
0.11% of portfolio
|
Q3 2024
Reduced 19.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
78,946
shares
|
$2.82 Million
0.11% of portfolio
|
Q3 2024
Added 34.58%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
78,334
shares
|
$2.79 Million
1.64% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
78,051
shares
|
$2.78 Million
0.86% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
77,628
shares
|
$2.77 Million
2.44% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
77,618
shares
|
$2.77 Million
0.28% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
77,155
shares
|
$2.75 Million
0.15% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
76,422
shares
|
$2.73 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
76,109
shares
|
$2.71 Million
2.59% of portfolio
|
Q4 2024
Added 87.63%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
76,069
shares
|
$2.71 Million
4.12% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
76,057
shares
|
$2.71 Million
2.36% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
75,265
shares
|
$2.68 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
74,602
shares
|
$2.66 Million
1.01% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
74,387
shares
|
$2.65 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
74,058
shares
|
$2.64 Million
1.0% of portfolio
|
Q3 2023
Added 2.12%
|