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 979 institutions that hold shares in the stock, with a total of 502 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$78,696
0.02% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,184
shares
|
$78,230
0.0% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,120
shares
|
$75,938
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$75,222
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,070
shares
|
$74,147
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
|
$71,854
0.0% of portfolio
|
Q3 2024
Reduced 88.73%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,000
shares
|
$71,640
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,905
shares
|
$68,237
0.04% of portfolio
|
Q4 2024
Added 170.98%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1,900
shares
|
$68,058
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,803
shares
|
$64,583
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,769
shares
|
$63,365
0.0% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,751
shares
|
$62,720
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,650
shares
|
$59,103
0.0% of portfolio
|
Q3 2024
Reduced 90.54%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,612
shares
|
$57,741
0.01% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$54,338
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,398
shares
|
$50,076
0.03% of portfolio
|
Q2 2019
Reduced 22.46%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,316
shares
|
$47,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,233
shares
|
$44,166
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
1,210
shares
|
$43,342
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,202
shares
|
$43,055
0.02% of portfolio
|
Q3 2024
Added 61.99%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
1,146
shares
|
$41,049
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,118
shares
|
$40,046
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
1,085
shares
|
$38,864
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,084
shares
|
$38,828
0.02% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
1,068
shares
|
$38,255
0.01% of portfolio
|
Q2 2024
Added 11766.67%
|