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 1,041 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
10,539
shares
|
$388,151
0.06% of portfolio
|
Q2 2023
Added 24.97%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
10,538
shares
|
$388,114
0.03% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,490
shares
|
$386,346
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
10,435
shares
|
$384,321
0.02% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,412
shares
|
$383,473
0.17% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
10,382
shares
|
$382,369
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
10,324
shares
|
$380,232
0.05% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
10,235
shares
|
$376,955
0.03% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,202
shares
|
$375,739
0.03% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
10,067
shares
|
$370,767
0.15% of portfolio
|
Q2 2024
Added 9.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
10,036
shares
|
$369,625
0.05% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
10,006
shares
|
$368,520
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
9,947
shares
|
$366,348
0.01% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,940
shares
|
$366,090
0.01% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
9,937
shares
|
$365,979
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
9,924
shares
|
$365,500
0.15% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
9,889
shares
|
$364,211
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
9,832
shares
|
$362,112
0.31% of portfolio
|
Q4 2024
Reduced 92.38%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
9,805
shares
|
$361,118
0.03% of portfolio
|
Q4 2024
Added 32.64%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
9,745
shares
|
$358,908
0.08% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
9,721
shares
|
$358,024
0.02% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
9,686
shares
|
$356,735
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
9,650
shares
|
$355,409
0.13% of portfolio
|
Q4 2024
Reduced 33.68%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
9,582
shares
|
$352,905
0.03% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
9,562
shares
|
$352,168
0.0% of portfolio
|
Q4 2024
Reduced 46.28%
|