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 $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
52,103
shares
|
$1.79 Million
0.76% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
51,919
shares
|
$1.79 Million
0.79% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
51,613
shares
|
$1.78 Million
0.27% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
51,077
shares
|
$1.76 Million
0.88% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
50,850
shares
|
$1.75 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
50,093
shares
|
$1.73 Million
1.23% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
49,800
shares
|
$1.72 Million
0.89% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
49,782
shares
|
$1.71 Million
1.38% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
49,632
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
49,203
shares
|
$1.69 Million
0.22% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
49,063
shares
|
$1.69 Million
0.16% of portfolio
|
Q2 2024
Added 6.32%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
49,019
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Added 41.57%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
48,321
shares
|
$1.66 Million
0.23% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
48,096
shares
|
$1.66 Million
0.24% of portfolio
|
Q3 2024
Added 67.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
47,842
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 29.46%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
47,197
shares
|
$1.63 Million
0.9% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
47,109
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
46,616
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
46,609
shares
|
$1.61 Million
0.46% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
46,556
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 5868.72%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
46,391
shares
|
$1.6 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
46,338
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
45,603
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2022
Added 29.47%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
45,518
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,504
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Added 11.0%
|