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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
38,987
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 99.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
38,926
shares
|
$1.43 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
38,826
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
38,762
shares
|
$1.42 Million
0.65% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
38,718
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
38,669
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
38,029
shares
|
$1.4 Million
0.63% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
37,990
shares
|
$1.4 Million
0.45% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,795
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
37,764
shares
|
$1.39 Million
2.4% of portfolio
|
Q4 2024
Reduced 50.35%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
37,702
shares
|
$1.38 Million
0.46% of portfolio
|
Q4 2024
Added 22.59%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
37,681
shares
|
$1.38 Million
0.84% of portfolio
|
Q4 2024
Reduced 83.36%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
37,267
shares
|
$1.37 Million
0.48% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
37,135
shares
|
$1.36 Million
0.39% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
36,688
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
36,616
shares
|
$1.34 Million
0.07% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
36,508
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
36,441
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Added 19.33%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
36,286
shares
|
$1.33 Million
0.47% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
36,258
shares
|
$1.33 Million
0.07% of portfolio
|
Q4 2024
Added 121.04%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
36,229
shares
|
$1.33 Million
0.86% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
36,053
shares
|
$1.32 Million
0.85% of portfolio
|
Q2 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
35,279
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 50.13%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
34,928
shares
|
$1.28 Million
0.08% of portfolio
|
Q4 2024
Added 10.82%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
34,808
shares
|
$1.28 Million
2.07% of portfolio
|
Q4 2024
New holding
|