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 956 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
476,982
shares
|
$17 Million
6.63% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
476,845
shares
|
$17 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
469,025
shares
|
$16.7 Million
8.87% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
468,554
shares
|
$16.7 Million
1.62% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
454,814
shares
|
$16.2 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
452,763
shares
|
$16.2 Million
1.9% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
449,913
shares
|
$16.1 Million
6.52% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
447,741
shares
|
$16 Million
6.77% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
423,492
shares
|
$15.1 Million
3.29% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
423,365
shares
|
$15.1 Million
2.43% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
422,663
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
420,962
shares
|
$15 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
416,043
shares
|
$14.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
412,473
shares
|
$14.7 Million
0.91% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
404,622
shares
|
$14.4 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
398,645
shares
|
$14.2 Million
0.28% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
387,156
shares
|
$13.8 Million
0.39% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
385,663
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
384,000
shares
|
$13.7 Million
2.19% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
381,865
shares
|
$13.6 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Fairfield University
|
Nov 12, 2024 Q3 2024 |
378,109
shares
|
$13.5 Million
9.28% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
373,469
shares
|
$13.3 Million
0.98% of portfolio
|
Q4 2023
Added 1.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
370,336
shares
|
$13.2 Million
1.18% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
369,176
shares
|
$13.2 Million
6.0% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
368,137
shares
|
$13.1 Million
1.38% of portfolio
|
Q4 2024
Added 0.83%
|