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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
9,537
shares
|
$351,247
0.14% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
9,532
shares
|
$351,063
0.14% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
9,529
shares
|
$350,953
0.18% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
9,460
shares
|
$348,411
0.03% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
9,459
shares
|
$348,374
0.12% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
9,350
shares
|
$344,360
0.19% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
9,350
shares
|
$344,360
0.04% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
9,313
shares
|
$342,997
0.23% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
9,306
shares
|
$342,739
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,272
shares
|
$341,487
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
9,153
shares
|
$337,104
0.03% of portfolio
|
Q4 2024
Reduced 27.46%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
9,120
shares
|
$335,889
0.02% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
9,078
shares
|
$334,342
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
9,069
shares
|
$334,011
0.15% of portfolio
|
Q4 2024
Added 59.92%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
8,962
shares
|
$330,070
0.12% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
8,953
shares
|
$329,738
0.17% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
8,939
shares
|
$329,223
0.14% of portfolio
|
Q3 2022
Added 9.33%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
8,916
shares
|
$328,376
0.0% of portfolio
|
Q4 2024
Reduced 35.71%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
8,868
shares
|
$326,608
0.2% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
8,855
shares
|
$326,129
0.03% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
8,851
shares
|
$325,982
0.12% of portfolio
|
Q4 2024
Added 26.79%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
8,791
shares
|
$323,772
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
8,750
shares
|
$322,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
8,733
shares
|
$321,636
0.01% of portfolio
|
Q4 2024
Reduced 36.11%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
8,662
shares
|
$319,021
0.02% of portfolio
|
Q4 2024
New holding
|