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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
72,974
shares
|
$2.68 Million
0.1% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
72,547
shares
|
$2.66 Million
0.26% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
71,451
shares
|
$2.62 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
70,917
shares
|
$2.6 Million
0.31% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
70,684
shares
|
$2.6 Million
0.04% of portfolio
|
Q4 2024
Added 379.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
69,747
shares
|
$2.56 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
68,700
shares
|
$2.52 Million
0.28% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
67,746
shares
|
$2.49 Million
0.16% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
66,966
shares
|
$2.46 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
66,959
shares
|
$2.46 Million
0.89% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
66,397
shares
|
$2.44 Million
0.48% of portfolio
|
Q4 2024
Added 18.66%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
66,266
shares
|
$2.43 Million
1.47% of portfolio
|
Q4 2024
Reduced 66.02%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
65,210
shares
|
$2.4 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
64,793
shares
|
$2.38 Million
1.37% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
63,848
shares
|
$2.35 Million
0.89% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Feb 05, 2025 Q4 2024 |
63,646
shares
|
$2.34 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
63,544
shares
|
$2.33 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
63,050
shares
|
$2.32 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
62,687
shares
|
$2.3 Million
0.98% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
62,397
shares
|
$2.29 Million
1.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
62,396
shares
|
$2.29 Million
0.85% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
62,350
shares
|
$2.29 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
61,851
shares
|
$2.27 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.23%
|