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 955 institutions that hold shares in the stock, with a total of 487 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
83,185
shares
|
$2.93 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
82,763
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
82,583
shares
|
$2.91 Million
1.16% of portfolio
|
Q3 2024
Added 159.57%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
81,324
shares
|
$2.87 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
79,855
shares
|
$2.81 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
79,839
shares
|
$2.81 Million
1.1% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
79,598
shares
|
$2.81 Million
0.38% of portfolio
|
Q3 2024
Added 22.15%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
79,467
shares
|
$2.8 Million
0.31% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
79,381
shares
|
$2.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 19.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
78,946
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2024
Added 34.58%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
76,624
shares
|
$2.7 Million
0.3% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
76,069
shares
|
$2.68 Million
4.12% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
76,057
shares
|
$2.68 Million
2.36% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
75,814
shares
|
$2.67 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
75,794
shares
|
$2.67 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
75,570
shares
|
$2.66 Million
0.31% of portfolio
|
Q3 2024
Reduced 37.35%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
75,056
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
74,865
shares
|
$2.64 Million
0.27% of portfolio
|
Q3 2024
Reduced 29.13%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
74,058
shares
|
$2.61 Million
1.0% of portfolio
|
Q3 2023
Added 2.12%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
73,837
shares
|
$2.6 Million
0.81% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
72,539
shares
|
$2.56 Million
0.27% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
72,362
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
71,922
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 61.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
70,992
shares
|
$2.5 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
70,941
shares
|
$2.5 Million
0.34% of portfolio
|
Q3 2024
Added 16.2%
|