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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
15,175
shares
|
$520,806
0.02% of portfolio
|
Q3 2024
Added 10.28%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
15,129
shares
|
$519,227
0.31% of portfolio
|
Q3 2024
Added 74.92%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,119
shares
|
$518,884
0.42% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,023
shares
|
$515,589
0.01% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,968
shares
|
$513,701
0.03% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
14,917
shares
|
$511,951
0.01% of portfolio
|
Q4 2022
Added 1929.52%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,726
shares
|
$505,396
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
14,620
shares
|
$501,758
0.04% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
14,600
shares
|
$501,072
0.2% of portfolio
|
Q3 2024
Reduced 40.78%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
14,550
shares
|
$499,356
0.21% of portfolio
|
Q2 2024
Reduced 17.77%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
14,368
shares
|
$493,109
0.17% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
14,300
shares
|
$490,776
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
14,265
shares
|
$489,574
0.05% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
14,261
shares
|
$489,437
0.43% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
14,166
shares
|
$486,177
0.06% of portfolio
|
Q3 2024
Added 1766.4%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,130
shares
|
$484,941
0.01% of portfolio
|
Q2 2024
Added 140.31%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
14,119
shares
|
$484,564
0.11% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
14,029
shares
|
$481,475
0.11% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
13,938
shares
|
$478,352
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
13,919
shares
|
$477,700
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
13,883
shares
|
$476,464
0.06% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
13,874
shares
|
$476,155
0.14% of portfolio
|
Q3 2024
Reduced 23.19%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
13,868
shares
|
$475,949
0.01% of portfolio
|
Q3 2024
Added 45.03%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
13,845
shares
|
$475,160
0.03% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
13,739
shares
|
$471,522
0.0% of portfolio
|
Q3 2024
Reduced 59.89%
|