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 $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
26,989
shares
|
$952,171
0.41% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 25, 2024 Q3 2024 |
26,931
shares
|
$950,125
0.38% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
26,771
shares
|
$944,480
0.02% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
26,593
shares
|
$938,201
0.19% of portfolio
|
Q3 2022
Reduced 17.14%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
26,566
shares
|
$937,248
0.3% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
26,369
shares
|
$930,298
0.05% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
26,340
shares
|
$929,275
0.02% of portfolio
|
Q1 2024
Added 1.88%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
26,069
shares
|
$919,714
0.35% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
25,931
shares
|
$914,845
0.04% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
25,901
shares
|
$913,787
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
25,852
shares
|
$912,058
0.44% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
25,829
shares
|
$911,247
0.15% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
25,582
shares
|
$902,532
10.88% of portfolio
|
Q4 2022
Reduced 84.19%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
25,407
shares
|
$896,358
0.39% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
25,385
shares
|
$895,582
0.23% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,664
shares
|
$870,145
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
24,544
shares
|
$865,912
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
24,455
shares
|
$862,772
0.07% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
24,243
shares
|
$855,293
0.24% of portfolio
|
Q2 2022
Reduced 45.76%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
24,116
shares
|
$850,812
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
23,904
shares
|
$843,333
0.41% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
23,840
shares
|
$841,075
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
23,836
shares
|
$840,934
0.26% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
23,597
shares
|
$832,502
0.02% of portfolio
|
Q1 2023
Reduced 48.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
23,499
shares
|
$829,044
0.0% of portfolio
|
Q3 2024
Added 192.24%
|