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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
70,449
shares
|
$2.42 Million
0.06% of portfolio
|
Q3 2024
Added 60.11%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
69,429
shares
|
$2.39 Million
0.33% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
69,194
shares
|
$2.38 Million
0.97% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
68,483
shares
|
$2.35 Million
0.27% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
68,122
shares
|
$2.34 Million
1.63% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
67,969
shares
|
$2.34 Million
0.59% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
67,856
shares
|
$2.33 Million
1.0% of portfolio
|
Q3 2024
Reduced 55.46%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
67,712
shares
|
$2.33 Million
0.17% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
66,966
shares
|
$2.3 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
66,879
shares
|
$2.3 Million
1.6% of portfolio
|
Q3 2024
Added 51.14%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
66,647
shares
|
$2.29 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
66,346
shares
|
$2.28 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
66,262
shares
|
$2.28 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
64,350
shares
|
$2.21 Million
1.48% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
64,227
shares
|
$2.21 Million
0.19% of portfolio
|
Q3 2024
Reduced 37.89%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
63,393
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2024
Reduced 31.46%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
63,260
shares
|
$2.17 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
63,216
shares
|
$2.17 Million
0.12% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
63,203
shares
|
$2.17 Million
0.73% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
62,687
shares
|
$2.15 Million
0.98% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
62,687
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
62,389
shares
|
$2.14 Million
0.29% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
62,263
shares
|
$2.14 Million
1.09% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
61,981
shares
|
$2.13 Million
0.92% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
61,300
shares
|
$2.11 Million
0.15% of portfolio
|
Q2 2024
Added 6.55%
|