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 |
|---|---|---|---|---|---|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
8,623
shares
|
$317,585
0.18% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
8,572
shares
|
$315,706
0.14% of portfolio
|
Q4 2024
Reduced 90.38%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,533
shares
|
$314,270
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
8,462
shares
|
$311,655
0.19% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
8,457
shares
|
$311,471
0.05% of portfolio
|
Q4 2024
Reduced 28.33%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
8,381
shares
|
$308,672
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
8,361
shares
|
$307,935
0.04% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
8,325
shares
|
$306,609
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
8,305
shares
|
$305,873
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
8,293
shares
|
$305,431
0.04% of portfolio
|
Q4 2024
Reduced 30.79%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
8,128
shares
|
$299,354
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
8,125
shares
|
$299,243
0.21% of portfolio
|
Q4 2024
Added 20.73%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,012
shares
|
$295,081
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
8,006
shares
|
$294,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,944
shares
|
$292,577
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
7,925
shares
|
$291,877
0.03% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,922
shares
|
$291,767
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,908
shares
|
$291,251
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
7,899
shares
|
$290,920
0.01% of portfolio
|
Q3 2023
Added 599.03%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,883
shares
|
$290,330
0.01% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
7,810
shares
|
$287,642
0.02% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,784
shares
|
$286,684
0.03% of portfolio
|
Q1 2024
Added 3.1%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
7,776
shares
|
$286,390
0.12% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
7,774
shares
|
$286,316
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
7,764
shares
|
$285,948
0.0% of portfolio
|
Q2 2022
Reduced 1.31%
|