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 979 institutions that hold shares in the stock, with a total of 502 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
35,369
shares
|
$1.27 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
35,320
shares
|
$1.27 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
|
$1.25 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
34,591
shares
|
$1.24 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
34,227
shares
|
$1.23 Million
0.22% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
33,947
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
32,901
shares
|
$1.18 Million
0.73% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
32,653
shares
|
$1.17 Million
0.18% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
32,526
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
32,459
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.28%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
32,329
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
32,212
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
32,013
shares
|
$1.15 Million
0.31% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
31,983
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
31,953
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
31,754
shares
|
$1.14 Million
0.55% of portfolio
|
Q4 2024
Added 109.89%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
31,650
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
31,461
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
31,453
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
30,931
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Added 105.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
30,748
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 284.49%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
30,716
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
30,188
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2024
Added 283.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
29,908
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.01%
|