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 |
|---|---|---|---|---|---|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
13,688
shares
|
$482,912
0.15% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
13,668
shares
|
$482,207
0.02% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
13,667
shares
|
$482,171
0.05% of portfolio
|
Q1 2020
Reduced 3.05%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
13,647
shares
|
$481,466
0.36% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
13,646
shares
|
$481,430
0.15% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
13,511
shares
|
$476,668
0.04% of portfolio
|
Q2 2024
Added 44.5%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
13,427
shares
|
$473,704
0.15% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
13,299
shares
|
$469,188
0.09% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,042
shares
|
$460,121
0.14% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
12,998
shares
|
$458,569
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
12,900
shares
|
$455,112
0.03% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
12,888
shares
|
$454,688
0.4% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
12,780
shares
|
$450,878
0.03% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
12,777
shares
|
$450,772
0.28% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
12,737
shares
|
$449,361
0.27% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
12,734
shares
|
$449,255
0.01% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
12,693
shares
|
$447,809
0.02% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
12,542
shares
|
$442,481
0.06% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
12,495
shares
|
$440,823
0.02% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,208
shares
|
$430,698
0.02% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
12,129
shares
|
$427,911
0.39% of portfolio
|
Q3 2024
Reduced 70.6%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
12,122
shares
|
$427,664
0.04% of portfolio
|
Q4 2023
Reduced 28.64%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
12,027
shares
|
$424,312
0.07% of portfolio
|
Q3 2024
Reduced 47.9%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
11,983
shares
|
$422,760
0.05% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,979
shares
|
$422,619
0.03% of portfolio
|
Q1 2022
Reduced 2.07%
|