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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
17,520
shares
|
$618,105
0.15% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
17,502
shares
|
$617,470
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
17,435
shares
|
$615,106
0.22% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
17,191
shares
|
$606,498
0.44% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
17,173
shares
|
$605,863
0.54% of portfolio
|
Q3 2024
Added 1783.0%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
17,157
shares
|
$605,298
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
17,054
shares
|
$601,665
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
16,937
shares
|
$597,537
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16,934
shares
|
$597,431
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
16,875
shares
|
$595,350
0.02% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
16,811
shares
|
$593,092
0.63% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
16,650
shares
|
$587,412
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
16,403
shares
|
$578,697
0.04% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
16,374
shares
|
$577,674
0.12% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
16,220
shares
|
$572,241
0.32% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
16,069
shares
|
$566,914
0.48% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
16,040
shares
|
$565,891
0.05% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
15,776
shares
|
$556,577
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,622
shares
|
$551,144
0.23% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
15,579
shares
|
$549,627
0.01% of portfolio
|
Q3 2024
Reduced 28.82%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
15,559
shares
|
$548,921
0.06% of portfolio
|
Q3 2024
Reduced 48.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
15,550
shares
|
$548,604
0.01% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
15,500
shares
|
$546,840
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
15,292
shares
|
$539,501
0.54% of portfolio
|
Q3 2024
Added 45.46%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
15,175
shares
|
$535,374
0.02% of portfolio
|
Q3 2024
Added 10.28%
|