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 971 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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
19,061
shares
|
$679,715
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,948
shares
|
$675,685
0.01% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
18,868
shares
|
$672,832
1.8% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
18,733
shares
|
$668,018
0.14% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,686
shares
|
$666,342
0.56% of portfolio
|
Q1 2023
Reduced 6.96%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
18,483
shares
|
$659,103
0.21% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
18,352
shares
|
$654,432
0.39% of portfolio
|
Q3 2023
Added 1.18%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
18,187
shares
|
$648,548
0.3% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
18,107
shares
|
$645,695
0.14% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,000
shares
|
$641,879
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
17,949
shares
|
$640,061
0.24% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
17,909
shares
|
$638,634
0.0% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
17,846
shares
|
$636,388
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
17,800
shares
|
$634,747
0.01% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,745
shares
|
$632,786
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
17,551
shares
|
$625,868
0.17% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
17,502
shares
|
$624,121
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
17,435
shares
|
$621,732
0.22% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
17,157
shares
|
$611,818
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
17,054
shares
|
$608,145
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
16,937
shares
|
$603,973
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16,934
shares
|
$603,866
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
16,870
shares
|
$601,584
0.51% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
16,650
shares
|
$593,739
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
16,388
shares
|
$584,396
0.21% of portfolio
|
Q4 2024
Added 1.04%
|