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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
929,931
shares
|
$33.1 Million
2.26% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
927,175
shares
|
$33 Million
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
922,456
shares
|
$32.9 Million
0.44% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
917,110
shares
|
$32.7 Million
2.47% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
911,132
shares
|
$32.5 Million
7.84% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
907,031
shares
|
$32.3 Million
0.89% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
906,065
shares
|
$32.3 Million
7.62% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
891,977
shares
|
$31.8 Million
0.04% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
854,327
shares
|
$30.4 Million
4.24% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
842,980
shares
|
$30 Million
8.08% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
832,579
shares
|
$29.7 Million
0.06% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
822,189
shares
|
$29.3 Million
0.97% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
815,365
shares
|
$29.1 Million
0.71% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
782,758
shares
|
$27.9 Million
6.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
778,754
shares
|
$27.7 Million
9.91% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
767,199
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
766,962
shares
|
$27.3 Million
0.8% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
761,347
shares
|
$27.1 Million
9.43% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
760,202
shares
|
$27.1 Million
4.08% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
758,890
shares
|
$27 Million
9.27% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
736,703
shares
|
$26.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
729,928
shares
|
$26 Million
4.82% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
711,747
shares
|
$25.4 Million
2.14% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
698,259
shares
|
$24.9 Million
0.76% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
681,113
shares
|
$24.3 Million
3.56% of portfolio
|
Q4 2024
Added 4.92%
|