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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
12,542
shares
|
$447,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,542
shares
|
$447,247
0.11% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
12,542
shares
|
$447,247
0.06% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
12,495
shares
|
$445,571
0.02% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
12,425
shares
|
$443,075
0.13% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
12,324
shares
|
$439,473
0.14% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
12,261
shares
|
$437,227
0.01% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,208
shares
|
$435,337
0.02% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,129
shares
|
$432,520
0.35% of portfolio
|
Q3 2024
Reduced 70.6%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
11,983
shares
|
$427,313
0.05% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,979
shares
|
$427,171
0.03% of portfolio
|
Q1 2022
Reduced 2.07%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
11,976
shares
|
$427,064
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
11,890
shares
|
$423,997
0.04% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
11,890
shares
|
$423,997
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
11,820
shares
|
$421,501
0.26% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
11,800
shares
|
$420,787
0.07% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,439
shares
|
$407,914
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
11,346
shares
|
$404,598
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,308
shares
|
$403,243
0.04% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
11,295
shares
|
$402,779
0.18% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,283
shares
|
$402,351
0.16% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
11,276
shares
|
$402,102
0.1% of portfolio
|
Q4 2024
Added 38.37%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
11,205
shares
|
$399,570
0.01% of portfolio
|
Q3 2024
Reduced 54.02%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
11,200
shares
|
$399,391
0.03% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
11,091
shares
|
$395,505
0.01% of portfolio
|
Q4 2024
Reduced 12.62%
|