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 |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
61,799
shares
|
$2.2 Million
0.91% of portfolio
|
Q4 2024
Reduced 39.73%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
61,300
shares
|
$2.19 Million
0.15% of portfolio
|
Q2 2024
Added 6.55%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
61,079
shares
|
$2.18 Million
1.47% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
60,537
shares
|
$2.16 Million
0.18% of portfolio
|
Q4 2022
Added 66.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
60,301
shares
|
$2.15 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
60,284
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2024
Added 2049.16%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
59,755
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 154.89%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
59,624
shares
|
$2.13 Million
1.32% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
59,226
shares
|
$2.11 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
58,343
shares
|
$2.08 Million
0.18% of portfolio
|
Q4 2024
Added 36.23%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
58,231
shares
|
$2.08 Million
0.07% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
57,979
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
57,720
shares
|
$2.06 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
57,150
shares
|
$2.04 Million
0.88% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
55,995
shares
|
$2 Million
1.81% of portfolio
|
Q4 2024
Reduced 45.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
55,500
shares
|
$1.98 Million
0.13% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
55,134
shares
|
$1.97 Million
0.27% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
55,041
shares
|
$1.96 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
55,007
shares
|
$1.96 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
54,952
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
54,467
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2024
Reduced 33.95%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
54,459
shares
|
$1.94 Million
0.18% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
54,421
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2022
Reduced 3.88%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
53,794
shares
|
$1.92 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
53,332
shares
|
$1.9 Million
0.93% of portfolio
|
Q3 2024
Added 21.32%
|