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 967 institutions that hold shares in the stock, with a total of 495 Million shares, which have been reported (via 13F filing form) to have a value of $17.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
2,813
shares
|
$100,227
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,711
shares
|
$96,592
0.03% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,663
shares
|
$94,882
0.01% of portfolio
|
Q3 2023
Reduced 50.34%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,628
shares
|
$93,635
0.02% of portfolio
|
Q2 2024
Reduced 43.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
2,497
shares
|
$88,968
0.03% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,477
shares
|
$88,255
1.11% of portfolio
|
Q3 2022
Reduced 88.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,440
shares
|
$86,937
0.03% of portfolio
|
Q3 2023
Added 283.05%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$85,797
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,351
shares
|
$83,766
0.0% of portfolio
|
Q1 2023
Reduced 70.7%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,347
shares
|
$83,623
0.06% of portfolio
|
Q4 2024
Reduced 90.15%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,261
shares
|
$80,559
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,256
shares
|
$80,381
0.01% of portfolio
|
Q4 2024
Added 1075.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$78,279
0.02% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,184
shares
|
$77,815
0.0% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,120
shares
|
$75,535
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$74,823
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,070
shares
|
$73,754
0.01% of portfolio
|
Q4 2024
Added 2857.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,006
shares
|
$71,473
0.0% of portfolio
|
Q3 2024
Reduced 88.73%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,000
shares
|
$71,260
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$67,875
0.04% of portfolio
|
Q4 2024
Added 170.98%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,900
shares
|
$67,697
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,803
shares
|
$64,240
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,769
shares
|
$63,029
0.0% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,751
shares
|
$62,388
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,650
shares
|
$58,789
0.0% of portfolio
|
Q3 2024
Reduced 90.54%
|