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 1,043 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
211,823
shares
|
$7.96 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
210,582
shares
|
$7.91 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
207,705
shares
|
$7.8 Million
0.17% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
202,839
shares
|
$7.62 Million
0.38% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
202,201
shares
|
$7.6 Million
3.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
201,942
shares
|
$7.59 Million
7.51% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
200,976
shares
|
$7.55 Million
1.76% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
200,874
shares
|
$7.55 Million
1.72% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
199,553
shares
|
$7.5 Million
4.08% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
197,916
shares
|
$7.44 Million
2.82% of portfolio
|
Q4 2024
Reduced 37.25%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
197,642
shares
|
$7.43 Million
2.59% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
197,311
shares
|
$7.41 Million
2.75% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
192,466
shares
|
$7.23 Million
1.52% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
189,080
shares
|
$7.1 Million
0.09% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
188,442
shares
|
$7.08 Million
1.39% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
185,989
shares
|
$6.99 Million
1.35% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
184,766
shares
|
$6.94 Million
3.59% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
182,990
shares
|
$6.87 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
182,384
shares
|
$6.85 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Feb 14, 2025 Q4 2024 |
180,547
shares
|
$6.78 Million
28.72% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
177,339
shares
|
$6.66 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
176,694
shares
|
$6.64 Million
1.59% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
176,502
shares
|
$6.63 Million
1.74% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
176,497
shares
|
$6.63 Million
0.07% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
175,805
shares
|
$6.6 Million
0.12% of portfolio
|
Q4 2024
Added 28.17%
|