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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
31,463
shares
|
$1.08 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
31,461
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
31,453
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
31,433
shares
|
$1.08 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
31,376
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
31,297
shares
|
$1.08 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
31,141
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
30,754
shares
|
$1.06 Million
0.41% of portfolio
|
Q3 2024
Added 37.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
30,748
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 284.49%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
30,716
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
30,539
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
30,505
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
29,908
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
29,400
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
29,188
shares
|
$1.01 Million
0.33% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
28,979
shares
|
$998,036
0.94% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Nov 04, 2024 Q3 2024 |
28,848
shares
|
$993,525
0.59% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
28,699
shares
|
$988,393
0.28% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
28,196
shares
|
$971,070
0.03% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
27,758
shares
|
$955,985
0.06% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
27,679
shares
|
$953,264
0.0% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
27,349
shares
|
$941,899
0.08% of portfolio
|
Q3 2024
Reduced 38.39%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
27,212
shares
|
$937,181
0.78% of portfolio
|
Q3 2024
Reduced 14.33%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
27,110
shares
|
$933,668
0.68% of portfolio
|
Q3 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
27,088
shares
|
$932,910
0.59% of portfolio
|
Q3 2024
Reduced 1.34%
|