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 $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
105,611
shares
|
$3.88 Million
0.37% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
105,408
shares
|
$3.87 Million
0.23% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
105,209
shares
|
$3.86 Million
0.59% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
104,744
shares
|
$3.85 Million
2.11% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
104,694
shares
|
$3.85 Million
1.02% of portfolio
|
Q4 2024
Added 26.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
103,853
shares
|
$3.81 Million
0.12% of portfolio
|
Q4 2024
Added 30.83%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
103,763
shares
|
$3.81 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
103,345
shares
|
$3.8 Million
1.95% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
102,784
shares
|
$3.78 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
101,128
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
100,834
shares
|
$3.7 Million
1.1% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
100,613
shares
|
$3.7 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
100,353
shares
|
$3.69 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
98,481
shares
|
$3.62 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
97,997
shares
|
$3.6 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
97,614
shares
|
$3.59 Million
0.25% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,442
shares
|
$3.58 Million
0.11% of portfolio
|
Q3 2022
Added 7.09%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
97,232
shares
|
$3.57 Million
0.73% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
95,771
shares
|
$3.52 Million
0.08% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
95,554
shares
|
$3.51 Million
2.62% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
95,433
shares
|
$3.51 Million
0.36% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
95,358
shares
|
$3.5 Million
0.6% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
94,311
shares
|
$3.46 Million
0.5% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
93,667
shares
|
$3.44 Million
0.3% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
93,627
shares
|
$3.44 Million
2.28% of portfolio
|
Q4 2024
Added 6.44%
|