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 |
|---|---|---|---|---|---|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
10,963
shares
|
$394,777
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,954
shares
|
$394,453
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,843
shares
|
$390,456
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
10,824
shares
|
$389,772
0.09% of portfolio
|
Q3 2024
Reduced 31.66%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
10,813
shares
|
$389,376
0.04% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
10,704
shares
|
$385,451
0.04% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
10,543
shares
|
$379,653
0.22% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
10,538
shares
|
$379,473
0.03% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,490
shares
|
$377,744
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,412
shares
|
$374,936
0.17% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
10,382
shares
|
$373,855
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
10,324
shares
|
$371,767
0.05% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,235
shares
|
$368,562
0.03% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,202
shares
|
$367,374
0.03% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
10,145
shares
|
$365,321
0.06% of portfolio
|
Q3 2024
Reduced 23.72%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
10,067
shares
|
$362,512
0.15% of portfolio
|
Q2 2024
Added 9.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
10,036
shares
|
$361,396
0.05% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
10,006
shares
|
$360,316
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$360,100
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
9,947
shares
|
$358,191
0.01% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,940
shares
|
$357,939
0.01% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
9,924
shares
|
$357,363
0.15% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
9,889
shares
|
$356,102
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
9,875
shares
|
$355,598
0.12% of portfolio
|
Q2 2023
Added 1.8%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
9,832
shares
|
$354,050
0.31% of portfolio
|
Q4 2024
Reduced 92.38%
|