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 |
|---|---|---|---|---|---|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
25,582
shares
|
$939,626
10.88% of portfolio
|
Q4 2022
Reduced 84.19%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
25,521
shares
|
$937,386
0.3% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
25,440
shares
|
$934,411
0.06% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
25,409
shares
|
$933,272
0.29% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
25,359
shares
|
$931,436
0.06% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
25,282
shares
|
$928,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
25,120
shares
|
$922,657
0.31% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
25,023
shares
|
$919,094
0.34% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
25,005
shares
|
$918,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
24,909
shares
|
$914,907
0.61% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
24,778
shares
|
$910,095
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
24,678
shares
|
$906,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
24,647
shares
|
$905,284
0.38% of portfolio
|
Q4 2024
Added 18.48%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
24,554
shares
|
$901,868
0.4% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
24,278
shares
|
$891,730
0.15% of portfolio
|
Q4 2024
Added 6339.79%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
24,243
shares
|
$890,445
0.24% of portfolio
|
Q2 2022
Reduced 45.76%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
24,209
shares
|
$889,196
0.08% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
23,890
shares
|
$877,479
0.42% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
23,782
shares
|
$873,512
0.05% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
23,739
shares
|
$871,933
0.37% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
23,597
shares
|
$866,717
0.01% of portfolio
|
Q1 2023
Reduced 48.29%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
23,513
shares
|
$863,632
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
23,449
shares
|
$861,281
0.05% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
23,372
shares
|
$858,453
0.16% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
22,811
shares
|
$837,848
0.15% of portfolio
|
Q4 2024
Added 19068.91%
|