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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
187
shares
|
$6,447
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
183
shares
|
$6,309
0.0% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
180
shares
|
$6,206
0.0% of portfolio
|
Q3 2024
Reduced 63.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
159
shares
|
$5,482
0.0% of portfolio
|
Q3 2022
Reduced 74.68%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
155
shares
|
$5,344
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
153
shares
|
$5,275
0.0% of portfolio
|
Q1 2022
Added 15.91%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
151
shares
|
$5,206
0.0% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
151
shares
|
$5,206
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
144
shares
|
$4,965
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
129
shares
|
$4,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
119
shares
|
$4,103
0.0% of portfolio
|
Q3 2024
Reduced 99.48%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
117
shares
|
$4,034
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
109
shares
|
$3,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
91
shares
|
$3,137
0.0% of portfolio
|
Q4 2023
Reduced 70.55%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
91
shares
|
$3,137
0.0% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
81
shares
|
$2,792
0.0% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
78
shares
|
$2,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
70
shares
|
$2,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
64
shares
|
$2,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
61
shares
|
$2,103
0.0% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
52
shares
|
$1,792
0.0% of portfolio
|
Q2 2024
Reduced 68.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
34
shares
|
$1,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
31
shares
|
$1,068
0.0% of portfolio
|
Q2 2023
Added 3.33%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
21
shares
|
$724
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
20
shares
|
$689
0.0% of portfolio
|
Q3 2024
New holding
|