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 1,041 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
381,865
shares
|
$14.1 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
376,772
shares
|
$13.9 Million
8.76% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
373,469
shares
|
$13.8 Million
0.98% of portfolio
|
Q4 2023
Added 1.56%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
370,880
shares
|
$13.7 Million
3.28% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
370,015
shares
|
$13.6 Million
6.4% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
368,137
shares
|
$13.6 Million
1.38% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
366,203
shares
|
$13.5 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
362,720
shares
|
$13.4 Million
3.7% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
358,295
shares
|
$13.2 Million
5.12% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
356,188
shares
|
$13.1 Million
1.4% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
354,371
shares
|
$13.1 Million
8.8% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
353,273
shares
|
$13 Million
0.39% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
353,187
shares
|
$13 Million
2.48% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
350,881
shares
|
$12.9 Million
6.04% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
349,134
shares
|
$12.9 Million
4.6% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
346,256
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
341,784
shares
|
$12.6 Million
1.39% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
340,016
shares
|
$12.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
335,770
shares
|
$12.4 Million
5.88% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
334,459
shares
|
$12.3 Million
3.76% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
327,816
shares
|
$12.1 Million
0.61% of portfolio
|
Q4 2024
Added 58.13%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
324,680
shares
|
$12 Million
4.17% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
317,871
shares
|
$11.7 Million
6.29% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
303,216
shares
|
$11.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
303,171
shares
|
$11.2 Million
1.35% of portfolio
|
Q4 2024
Added 1.86%
|