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 487 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
192,040
shares
|
$6.59 Million
1.73% of portfolio
|
Q3 2024
Reduced 56.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
190,348
shares
|
$6.53 Million
0.03% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
184,586
shares
|
$6.33 Million
1.57% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
183,753
shares
|
$6.31 Million
0.1% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
182,839
shares
|
$6.28 Million
3.42% of portfolio
|
Q3 2024
Reduced 44.27%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
182,640
shares
|
$6.27 Million
1.64% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
178,583
shares
|
$6.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 44.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
177,643
shares
|
$6.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
177,550
shares
|
$6.09 Million
0.17% of portfolio
|
Q3 2024
Added 16.15%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 12, 2024 Q3 2024 |
176,655
shares
|
$6.06 Million
4.21% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
176,216
shares
|
$6.05 Million
0.03% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
176,076
shares
|
$6.04 Million
2.08% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
174,614
shares
|
$5.99 Million
1.45% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
171,711
shares
|
$5.89 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
171,280
shares
|
$5.88 Million
0.27% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
169,346
shares
|
$5.81 Million
1.26% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
168,521
shares
|
$5.78 Million
0.1% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
167,004
shares
|
$5.73 Million
1.22% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$5.7 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
165,318
shares
|
$5.67 Million
0.99% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
164,307
shares
|
$5.64 Million
2.79% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
163,264
shares
|
$5.6 Million
3.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
162,846
shares
|
$5.59 Million
0.57% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
161,220
shares
|
$5.53 Million
3.61% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
161,001
shares
|
$5.53 Million
3.06% of portfolio
|
Q3 2024
Added 0.47%
|