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 |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
61,799
shares
|
$2.27 Million
0.91% of portfolio
|
Q4 2024
Reduced 39.73%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
61,079
shares
|
$2.24 Million
1.47% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
60,559
shares
|
$2.22 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
60,537
shares
|
$2.22 Million
0.18% of portfolio
|
Q4 2022
Added 66.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
60,301
shares
|
$2.21 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
60,233
shares
|
$2.21 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
58,343
shares
|
$2.14 Million
0.18% of portfolio
|
Q4 2024
Added 36.23%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
58,231
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
58,062
shares
|
$2.13 Million
0.09% of portfolio
|
Q4 2024
Added 9.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
57,979
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
57,720
shares
|
$2.12 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
57,240
shares
|
$2.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
57,150
shares
|
$2.1 Million
0.88% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
56,429
shares
|
$2.07 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
56,079
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 76.3%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
55,995
shares
|
$2.06 Million
1.81% of portfolio
|
Q4 2024
Reduced 45.63%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
55,431
shares
|
$2.04 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
55,134
shares
|
$2.03 Million
0.27% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
55,041
shares
|
$2.02 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
54,865
shares
|
$2.02 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
54,699
shares
|
$2.01 Million
0.21% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
54,459
shares
|
$2 Million
0.18% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
54,421
shares
|
$2 Million
0.03% of portfolio
|
Q4 2022
Reduced 3.88%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
53,794
shares
|
$1.98 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
53,159
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|