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 1,036 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
153
shares
|
$5,599
0.0% of portfolio
|
Q1 2022
Added 15.91%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
151
shares
|
$5,526
0.0% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
149
shares
|
$5,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
129
shares
|
$4,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
124
shares
|
$4,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
117
shares
|
$4,282
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
114
shares
|
$4,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
108
shares
|
$3,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
108
shares
|
$3,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
100
shares
|
$3,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
92
shares
|
$3,367
0.0% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
91
shares
|
$3,330
0.0% of portfolio
|
Q4 2023
Reduced 70.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
87
shares
|
$3,184
0.0% of portfolio
|
Q4 2024
Reduced 82.06%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
83
shares
|
$3,037
0.0% of portfolio
|
Q4 2024
Reduced 42.36%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
82
shares
|
$3,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
81
shares
|
$2,964
0.0% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
73
shares
|
$2,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
61
shares
|
$2,232
0.0% of portfolio
|
Q2 2024
Added 3.39%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
53
shares
|
$1,939
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
47
shares
|
$1,720
0.15% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
44
shares
|
$1,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
40
shares
|
$1,464
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
37
shares
|
$1,354
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
34
shares
|
$1,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
31
shares
|
$1,134
0.0% of portfolio
|
Q2 2023
Added 3.33%
|