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 979 institutions that hold shares in the stock, with a total of 502 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
171,112
shares
|
$6.13 Million
0.07% of portfolio
|
Q4 2024
Added 249.07%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
170,630
shares
|
$6.11 Million
3.17% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
169,256
shares
|
$6.06 Million
3.28% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$5.95 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
166,157
shares
|
$5.95 Million
0.53% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
165,318
shares
|
$5.92 Million
0.99% of portfolio
|
Q3 2024
Reduced 16.22%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
162,490
shares
|
$5.82 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 12, 2024 Q3 2024 |
161,220
shares
|
$5.77 Million
3.61% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
160,042
shares
|
$5.73 Million
1.04% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
157,418
shares
|
$5.64 Million
2.19% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
156,972
shares
|
$5.62 Million
2.8% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
154,842
shares
|
$5.55 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
153,938
shares
|
$5.51 Million
2.69% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
151,095
shares
|
$5.41 Million
3.29% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
150,890
shares
|
$5.4 Million
3.12% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
150,138
shares
|
$5.38 Million
0.82% of portfolio
|
Q3 2024
Added 41.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
150,079
shares
|
$5.38 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
149,812
shares
|
$5.37 Million
0.07% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,425
shares
|
$5.35 Million
0.12% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
145,540
shares
|
$5.21 Million
0.23% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
144,898
shares
|
$5.19 Million
1.57% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
144,351
shares
|
$5.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.69%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,194
shares
|
$5.17 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
143,912
shares
|
$5.15 Million
1.92% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
142,051
shares
|
$5.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.38%
|