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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
7,998
shares
|
$274,491
0.04% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,944
shares
|
$272,638
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
7,921
shares
|
$271,848
0.13% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,908
shares
|
$271,402
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
7,899
shares
|
$271,093
0.01% of portfolio
|
Q3 2023
Added 599.03%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
7,844
shares
|
$269,206
0.11% of portfolio
|
Q4 2023
Reduced 2.67%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
7,784
shares
|
$267,146
0.04% of portfolio
|
Q1 2024
Added 3.1%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
7,764
shares
|
$266,460
0.01% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
7,632
shares
|
$261,930
0.12% of portfolio
|
Q3 2024
Reduced 45.19%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
7,606
shares
|
$261,037
0.04% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
7,592
shares
|
$260,557
0.02% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,578
shares
|
$260,076
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
7,545
shares
|
$258,944
0.13% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,500
shares
|
$257,400
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,492
shares
|
$257,125
0.01% of portfolio
|
Q3 2024
Reduced 48.26%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,490
shares
|
$257,056
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
7,431
shares
|
$255,031
0.01% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
7,392
shares
|
$253,693
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
7,363
shares
|
$252,698
0.03% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
7,240
shares
|
$248,476
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
7,232
shares
|
$248,202
0.01% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
7,188
shares
|
$246,692
0.03% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
7,166
shares
|
$245,937
0.04% of portfolio
|
Q3 2024
Added 615.88%
|
|
|
Capital Cs Group, LLC
|
Oct 04, 2024 Q3 2024 |
7,145
shares
|
$245,216
0.18% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,123
shares
|
$244,461
0.02% of portfolio
|
Q4 2023
New holding
|