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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
53,329
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 116.88%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
53,064
shares
|
$1.89 Million
0.09% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
52,956
shares
|
$1.89 Million
0.68% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
52,889
shares
|
$1.89 Million
0.17% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
52,771
shares
|
$1.88 Million
0.7% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
52,692
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
52,660
shares
|
$1.88 Million
0.46% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
52,173
shares
|
$1.86 Million
0.98% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
51,759
shares
|
$1.85 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
50,850
shares
|
$1.81 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
50,643
shares
|
$1.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
49,782
shares
|
$1.78 Million
1.38% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
49,458
shares
|
$1.76 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
49,203
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
49,063
shares
|
$1.75 Million
0.16% of portfolio
|
Q2 2024
Added 6.32%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
49,019
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 41.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
48,963
shares
|
$1.75 Million
0.08% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
48,321
shares
|
$1.72 Million
0.23% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
48,096
shares
|
$1.72 Million
0.24% of portfolio
|
Q3 2024
Added 67.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
47,842
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Added 29.46%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
47,635
shares
|
$1.7 Million
0.46% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
47,109
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
46,556
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 5868.72%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
46,476
shares
|
$1.66 Million
0.72% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
46,357
shares
|
$1.65 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.07%
|