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 |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
17,551
shares
|
$644,648
0.1% of portfolio
|
Q4 2024
Added 2830.05%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
17,535
shares
|
$644,060
0.07% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
17,502
shares
|
$642,848
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
17,157
shares
|
$630,176
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
17,157
shares
|
$630,176
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
17,141
shares
|
$629,588
0.27% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Feb 11, 2025 Q4 2024 |
17,106
shares
|
$628,303
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
17,065
shares
|
$626,797
0.04% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
16,870
shares
|
$619,635
0.51% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
16,670
shares
|
$612,289
0.06% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
16,650
shares
|
$611,554
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
16,388
shares
|
$601,931
0.21% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
16,250
shares
|
$596,862
0.38% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
16,214
shares
|
$595,540
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
16,188
shares
|
$594,585
0.01% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
16,171
shares
|
$593,960
0.2% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
16,171
shares
|
$593,960
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,160
shares
|
$593,556
0.0% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
16,149
shares
|
$593,152
0.34% of portfolio
|
Q4 2024
Reduced 57.64%
|
|
|
Advisor Resource Council
|
Feb 25, 2025 Q4 2024 |
16,066
shares
|
$590,104
0.4% of portfolio
|
Q4 2024
Reduced 58.38%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
16,061
shares
|
$589,920
0.12% of portfolio
|
Q4 2024
Added 48.38%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
15,941
shares
|
$585,512
0.41% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
15,736
shares
|
$577,983
0.25% of portfolio
|
Q4 2024
Added 73.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
15,649
shares
|
$574,787
0.05% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
15,622
shares
|
$573,796
0.18% of portfolio
|
Q1 2024
Reduced 0.15%
|