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 |
|---|---|---|---|---|---|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
6,376
shares
|
$218,824
0.13% of portfolio
|
Q1 2024
Reduced 22.66%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
6,375
shares
|
$218,790
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,332
shares
|
$217,314
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
6,297
shares
|
$216,113
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
6,275
shares
|
$215,358
0.12% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
6,109
shares
|
$209,660
0.14% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
6,096
shares
|
$209,214
0.05% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
5,938
shares
|
$203,792
0.07% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
5,935
shares
|
$203,689
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,909
shares
|
$202,796
0.11% of portfolio
|
Q1 2024
Reduced 46.45%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
5,890
shares
|
$202,144
0.17% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
5,834
shares
|
$200,222
0.08% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,817
shares
|
$199,639
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
5,785
shares
|
$198,541
0.06% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
5,747
shares
|
$197,237
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
5,732
shares
|
$196,722
0.03% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,711
shares
|
$196,001
0.11% of portfolio
|
Q3 2024
Reduced 37.58%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
5,694
shares
|
$195,418
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
5,671
shares
|
$194,628
0.11% of portfolio
|
Q3 2024
Added 324.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,669
shares
|
$194,560
0.02% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
5,630
shares
|
$193,221
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,625
shares
|
$193,050
0.08% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,592
shares
|
$191,917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
5,509
shares
|
$189,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,487
shares
|
$188,313
0.03% of portfolio
|
Q3 2024
New holding
|