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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
29,691
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 299.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
29,400
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
28,979
shares
|
$1.04 Million
0.94% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
28,901
shares
|
$1.04 Million
0.41% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
28,842
shares
|
$1.03 Million
0.31% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
28,250
shares
|
$1.01 Million
0.48% of portfolio
|
Q4 2024
Reduced 40.14%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
28,088
shares
|
$1.01 Million
0.29% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
28,047
shares
|
$1 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
27,966
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
27,679
shares
|
$991,461
0.0% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
27,407
shares
|
$981,718
0.51% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
27,349
shares
|
$979,641
0.08% of portfolio
|
Q3 2024
Reduced 38.39%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
27,264
shares
|
$976,596
0.29% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jan 14, 2025 Q4 2024 |
27,214
shares
|
$974,805
0.34% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
27,110
shares
|
$971,080
0.68% of portfolio
|
Q3 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
27,015
shares
|
$967,677
0.68% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
26,939
shares
|
$964,954
0.03% of portfolio
|
Q4 2024
Added 40.74%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
26,807
shares
|
$960,226
0.15% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
26,771
shares
|
$958,937
0.02% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
26,593
shares
|
$952,561
0.19% of portfolio
|
Q3 2022
Reduced 17.14%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
26,405
shares
|
$945,827
0.13% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
26,340
shares
|
$943,498
0.02% of portfolio
|
Q1 2024
Added 1.88%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
26,239
shares
|
$939,880
0.21% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
25,816
shares
|
$924,729
1.44% of portfolio
|
Q4 2024
Reduced 86.82%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
25,781
shares
|
$923,475
0.04% of portfolio
|
Q4 2024
Reduced 0.58%
|