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 953 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 $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
2,976,569
shares
|
$104 Million
0.5% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,894,028
shares
|
$101 Million
1.1% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,673,047
shares
|
$93.7 Million
0.11% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,663,730
shares
|
$93.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
2,651,950
shares
|
$93 Million
13.32% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
2,635,038
shares
|
$92.4 Million
8.47% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,624,103
shares
|
$92 Million
3.62% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,580,568
shares
|
$90.4 Million
1.54% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,524,853
shares
|
$88.5 Million
2.56% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,422,439
shares
|
$84.9 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,327,372
shares
|
$81.6 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
2,266,280
shares
|
$79.4 Million
8.68% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
2,205,218
shares
|
$77.3 Million
16.4% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,133,919
shares
|
$74.8 Million
0.18% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,063,313
shares
|
$72.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,042,351
shares
|
$71.6 Million
0.07% of portfolio
|
Q3 2024
Added 26.61%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,028,083
shares
|
$71.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,786,001
shares
|
$62.6 Million
0.15% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,785,634
shares
|
$62.6 Million
6.81% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,748,164
shares
|
$61.3 Million
0.98% of portfolio
|
Q3 2024
Added 1732.21%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
1,600,150
shares
|
$56.1 Million
0.68% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,592,521
shares
|
$55.8 Million
12.46% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,571,651
shares
|
$55.1 Million
0.97% of portfolio
|
Q2 2024
Added 462.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,515,978
shares
|
$53.1 Million
0.0% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,507,576
shares
|
$52.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|