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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
23,475
shares
|
$828,198
0.6% of portfolio
|
Q2 2024
Reduced 7.44%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
23,367
shares
|
$824,387
0.1% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
23,281
shares
|
$821,353
0.4% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
23,053
shares
|
$813,309
0.19% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
22,598
shares
|
$797,257
0.3% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$793,800
0.36% of portfolio
|
Q2 2021
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
22,097
shares
|
$779,582
0.72% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
21,936
shares
|
$773,902
0.0% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,800
shares
|
$769,104
0.05% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
21,624
shares
|
$762,894
0.44% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,255
shares
|
$749,876
0.02% of portfolio
|
Q2 2020
Added 10.81%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
21,036
shares
|
$742,150
0.33% of portfolio
|
Q3 2024
Reduced 38.38%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
20,843
shares
|
$735,341
0.48% of portfolio
|
Q4 2023
Reduced 24.0%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
20,802
shares
|
$733,894
0.38% of portfolio
|
Q3 2024
Reduced 29.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,787
shares
|
$733,365
0.01% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
20,755
shares
|
$732,236
0.12% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
20,660
shares
|
$728,884
1.39% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
20,436
shares
|
$720,982
0.2% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
19,852
shares
|
$700,378
0.2% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
19,608
shares
|
$691,770
0.1% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
19,604
shares
|
$691,629
0.45% of portfolio
|
Q3 2024
Reduced 33.15%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
19,590
shares
|
$691,135
0.81% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
19,582
shares
|
$690,852
0.13% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
19,511
shares
|
$688,348
0.04% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
19,443
shares
|
$685,949
0.19% of portfolio
|
Q3 2024
Reduced 56.73%
|