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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
46,338
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
45,603
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2022
Added 29.47%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
45,518
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,504
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
45,428
shares
|
$1.62 Million
1.14% of portfolio
|
Q1 2024
Reduced 13.62%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
45,347
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
45,212
shares
|
$1.61 Million
0.06% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
43,846
shares
|
$1.56 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
42,873
shares
|
$1.53 Million
0.09% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
42,113
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
42,085
shares
|
$1.5 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
40,996
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
40,990
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2024
Added 45.38%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
40,884
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
40,814
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
40,758
shares
|
$1.45 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
40,615
shares
|
$1.45 Million
0.25% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
39,799
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
39,736
shares
|
$1.42 Million
1.61% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
39,500
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
39,340
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 70.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
38,926
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
38,826
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.64%
|