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 1,042 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 $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
302,375
shares
|
$11.1 Million
1.62% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
296,928
shares
|
$10.9 Million
5.86% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
294,930
shares
|
$10.8 Million
0.17% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
291,535
shares
|
$10.7 Million
0.02% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
288,560
shares
|
$10.6 Million
3.01% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
287,716
shares
|
$10.6 Million
2.1% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
283,240
shares
|
$10.4 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
282,556
shares
|
$10.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 70.27%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
279,375
shares
|
$10.3 Million
4.98% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
279,011
shares
|
$10.2 Million
3.79% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
276,169
shares
|
$10.1 Million
0.13% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
275,924
shares
|
$10.1 Million
1.78% of portfolio
|
Q4 2024
Reduced 71.18%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
275,546
shares
|
$10.1 Million
1.23% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
274,152
shares
|
$10.1 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
266,829
shares
|
$9.8 Million
2.82% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
263,905
shares
|
$9.69 Million
3.92% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
262,566
shares
|
$9.64 Million
0.05% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
259,540
shares
|
$9.53 Million
7.38% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
253,816
shares
|
$9.32 Million
1.8% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
253,573
shares
|
$9.31 Million
4.02% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
249,032
shares
|
$9.15 Million
4.14% of portfolio
|
Q4 2024
Added 36.2%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
248,560
shares
|
$9.13 Million
9.18% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
246,583
shares
|
$9.06 Million
0.03% of portfolio
|
Q4 2024
Added 39.93%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
244,235
shares
|
$8.97 Million
4.25% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
243,150
shares
|
$8.93 Million
0.0% of portfolio
|
Q4 2024
Added 424.73%
|