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 982 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
17,157
shares
|
$614,563
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
17,065
shares
|
$611,268
0.04% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
16,937
shares
|
$606,683
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16,934
shares
|
$606,575
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
16,870
shares
|
$604,283
0.51% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
16,650
shares
|
$596,403
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
16,388
shares
|
$587,018
0.21% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
16,374
shares
|
$586,516
0.12% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
16,250
shares
|
$582,075
0.38% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
16,214
shares
|
$580,785
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16,188
shares
|
$579,854
0.01% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,160
shares
|
$578,851
0.0% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
16,069
shares
|
$575,591
0.48% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
16,040
shares
|
$574,552
0.05% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
15,736
shares
|
$563,663
0.25% of portfolio
|
Q4 2024
Added 73.0%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,622
shares
|
$559,580
0.23% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
15,617
shares
|
$559,400
0.06% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
15,523
shares
|
$556,033
0.14% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
15,500
shares
|
$555,210
0.32% of portfolio
|
Q2 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
15,175
shares
|
$543,568
0.02% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
15,157
shares
|
$542,923
0.32% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
14,917
shares
|
$534,326
0.01% of portfolio
|
Q4 2022
Added 1929.52%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
14,762
shares
|
$528,774
0.05% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
14,719
shares
|
$527,234
0.05% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
14,531
shares
|
$520,500
0.18% of portfolio
|
Q4 2024
Reduced 0.47%
|