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 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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
82,385
shares
|
$3.03 Million
0.56% of portfolio
|
Q4 2024
Reduced 36.33%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
82,120
shares
|
$3.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 20.39%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
81,994
shares
|
$3.01 Million
3.19% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
81,222
shares
|
$2.98 Million
0.18% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
80,732
shares
|
$2.97 Million
0.18% of portfolio
|
Q4 2024
Added 46.91%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
80,432
shares
|
$2.95 Million
0.29% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
80,215
shares
|
$2.95 Million
1.05% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
78,334
shares
|
$2.88 Million
1.64% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
78,051
shares
|
$2.87 Million
0.86% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
77,628
shares
|
$2.85 Million
2.44% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
77,618
shares
|
$2.85 Million
0.28% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
77,155
shares
|
$2.83 Million
0.15% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
76,751
shares
|
$2.82 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
76,699
shares
|
$2.82 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
76,609
shares
|
$2.81 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
76,432
shares
|
$2.81 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
76,422
shares
|
$2.81 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
76,109
shares
|
$2.8 Million
2.59% of portfolio
|
Q4 2024
Added 87.63%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
76,069
shares
|
$2.79 Million
4.12% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
75,265
shares
|
$2.76 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
74,602
shares
|
$2.74 Million
1.01% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
74,387
shares
|
$2.73 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
74,058
shares
|
$2.72 Million
1.0% of portfolio
|
Q3 2023
Added 2.12%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
73,837
shares
|
$2.71 Million
0.73% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
73,664
shares
|
$2.71 Million
0.53% of portfolio
|
Q4 2024
Added 8.38%
|