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 |
|---|---|---|---|---|---|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
38,762
shares
|
$1.38 Million
0.65% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
38,718
shares
|
$1.38 Million
0.56% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
38,604
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
38,029
shares
|
$1.36 Million
0.63% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
37,990
shares
|
$1.35 Million
0.45% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,795
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
37,702
shares
|
$1.34 Million
0.46% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
37,267
shares
|
$1.33 Million
0.48% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
36,858
shares
|
$1.31 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
36,616
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
36,508
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
36,441
shares
|
$1.3 Million
0.2% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,292
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
36,286
shares
|
$1.29 Million
0.47% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
36,258
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Added 121.04%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
36,229
shares
|
$1.29 Million
0.86% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
36,053
shares
|
$1.29 Million
0.85% of portfolio
|
Q2 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
36,000
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 35.83%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
35,369
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
35,320
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
34,928
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
34,808
shares
|
$1.24 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
34,591
shares
|
$1.23 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
34,227
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
33,947
shares
|
$1.21 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.01%
|