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 |
|---|---|---|---|---|---|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
25,023
shares
|
$892,320
0.34% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
24,909
shares
|
$888,254
0.61% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
24,778
shares
|
$883,583
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,664
shares
|
$879,518
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
24,647
shares
|
$878,912
0.38% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
24,278
shares
|
$865,753
0.15% of portfolio
|
Q4 2024
Added 6339.79%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
24,243
shares
|
$864,505
0.24% of portfolio
|
Q2 2022
Reduced 45.76%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
24,116
shares
|
$859,976
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
23,890
shares
|
$851,917
0.42% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
23,739
shares
|
$846,532
0.37% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
23,597
shares
|
$841,469
0.02% of portfolio
|
Q1 2023
Reduced 48.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
23,499
shares
|
$837,974
0.0% of portfolio
|
Q3 2024
Added 192.24%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
23,449
shares
|
$836,191
0.05% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
23,372
shares
|
$833,445
0.16% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
23,281
shares
|
$830,200
0.4% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
22,811
shares
|
$813,440
0.15% of portfolio
|
Q4 2024
Added 19068.91%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
22,793
shares
|
$812,798
0.59% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
22,682
shares
|
$808,840
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
22,598
shares
|
$805,844
0.3% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
22,511
shares
|
$802,742
0.2% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$802,349
0.36% of portfolio
|
Q2 2021
New holding
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
22,225
shares
|
$792,543
0.56% of portfolio
|
Q4 2024
Added 47.0%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
22,210
shares
|
$792,008
0.09% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
22,187
shares
|
$791,188
0.02% of portfolio
|
Q4 2024
Added 226.38%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,097
shares
|
$787,979
0.68% of portfolio
|
Q3 2024
Reduced 2.0%
|