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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
91
shares
|
$3,242
0.0% of portfolio
|
Q4 2023
Reduced 70.55%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
81
shares
|
$2,886
0.0% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
73
shares
|
$2,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
64
shares
|
$2,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
61
shares
|
$2,173
0.0% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
52
shares
|
$1,852
0.0% of portfolio
|
Q2 2024
Reduced 68.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
47
shares
|
$1,674
0.15% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
44
shares
|
$1,567
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
40
shares
|
$1,425
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
34
shares
|
$1,211
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
31
shares
|
$1,104
0.0% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
22
shares
|
$783
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
21
shares
|
$748
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
18
shares
|
$641
0.0% of portfolio
|
Q2 2022
Reduced 76.0%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|