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 |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
21,532
shares
|
$767,831
1.32% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
21,323
shares
|
$760,378
0.06% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,255
shares
|
$757,953
0.02% of portfolio
|
Q2 2020
Added 10.81%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
20,843
shares
|
$743,261
0.43% of portfolio
|
Q4 2023
Reduced 24.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,787
shares
|
$741,264
0.01% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
20,755
shares
|
$740,123
0.12% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
20,547
shares
|
$732,706
0.04% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
20,228
shares
|
$721,330
0.29% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
20,215
shares
|
$720,866
0.01% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
20,163
shares
|
$719,012
0.03% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
20,104
shares
|
$716,908
0.18% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
20,042
shares
|
$714,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
19,604
shares
|
$699,078
0.45% of portfolio
|
Q3 2024
Reduced 33.15%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
19,590
shares
|
$698,579
0.81% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
19,582
shares
|
$698,294
0.13% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
19,529
shares
|
$696,404
0.22% of portfolio
|
Q4 2024
Added 81.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
19,511
shares
|
$695,762
0.04% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
19,496
shares
|
$695,227
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
19,443
shares
|
$693,337
0.19% of portfolio
|
Q3 2024
Reduced 56.73%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
19,429
shares
|
$692,838
0.32% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
19,306
shares
|
$688,451
0.05% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
19,240
shares
|
$686,098
0.15% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
19,181
shares
|
$683,994
0.26% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
19,141
shares
|
$682,568
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
19,094
shares
|
$680,892
0.09% of portfolio
|
Q4 2024
Reduced 2.62%
|