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 |
|---|---|---|---|---|---|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
73,837
shares
|
$2.63 Million
0.73% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
73,664
shares
|
$2.63 Million
0.53% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
72,539
shares
|
$2.59 Million
0.27% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
72,362
shares
|
$2.58 Million
0.11% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
70,917
shares
|
$2.53 Million
0.31% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
70,684
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2024
Added 379.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
69,747
shares
|
$2.49 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
68,700
shares
|
$2.45 Million
0.28% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
67,746
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
66,966
shares
|
$2.39 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
66,959
shares
|
$2.39 Million
0.89% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
66,397
shares
|
$2.37 Million
0.48% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
66,266
shares
|
$2.36 Million
1.47% of portfolio
|
Q4 2024
Reduced 66.02%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
64,793
shares
|
$2.31 Million
1.37% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
64,227
shares
|
$2.29 Million
0.19% of portfolio
|
Q3 2024
Reduced 37.89%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
63,646
shares
|
$2.27 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
63,203
shares
|
$2.25 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
63,050
shares
|
$2.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
62,687
shares
|
$2.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
62,687
shares
|
$2.24 Million
0.98% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
62,389
shares
|
$2.22 Million
0.29% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
62,350
shares
|
$2.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
62,263
shares
|
$2.22 Million
1.09% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
61,981
shares
|
$2.21 Million
0.92% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
61,851
shares
|
$2.21 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.23%
|