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 |
|---|---|---|---|---|---|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
662,803
shares
|
$23.6 Million
7.52% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
662,340
shares
|
$23.6 Million
2.19% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
648,619
shares
|
$23.1 Million
0.47% of portfolio
|
Q3 2022
Added 45.06%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
628,957
shares
|
$22.4 Million
0.26% of portfolio
|
Q2 2022
Reduced 77.65%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
624,438
shares
|
$22.2 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
614,582
shares
|
$21.9 Million
5.71% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
600,199
shares
|
$21.4 Million
2.18% of portfolio
|
Q4 2024
Added 17.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
595,459
shares
|
$21.2 Million
0.73% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
590,152
shares
|
$21 Million
1.53% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
576,870
shares
|
$20.6 Million
0.87% of portfolio
|
Q4 2024
Reduced 75.83%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
573,771
shares
|
$20.4 Million
1.52% of portfolio
|
Q4 2024
Added 43.57%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
569,443
shares
|
$20.3 Million
0.34% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
553,915
shares
|
$19.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
551,398
shares
|
$19.6 Million
5.47% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
544,901
shares
|
$19.4 Million
3.37% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
536,458
shares
|
$19.1 Million
4.06% of portfolio
|
Q3 2024
Added 56.68%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
526,316
shares
|
$18.8 Million
5.39% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
520,797
shares
|
$18.6 Million
0.32% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
517,548
shares
|
$18.4 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
515,696
shares
|
$18.4 Million
0.7% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
507,730
shares
|
$18.1 Million
11.48% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
502,211
shares
|
$17.9 Million
6.22% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
499,972
shares
|
$17.8 Million
0.25% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
499,966
shares
|
$17.8 Million
1.69% of portfolio
|
Q4 2023
Added 2.65%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
492,042
shares
|
$17.5 Million
1.99% of portfolio
|
Q3 2024
Added 17.28%
|