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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
11,890
shares
|
$419,479
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
11,835
shares
|
$417,538
0.15% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
11,820
shares
|
$417,009
0.26% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
11,816
shares
|
$416,868
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
11,800
shares
|
$416,304
0.07% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
11,439
shares
|
$403,567
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
11,359
shares
|
$400,745
0.02% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,308
shares
|
$398,946
0.04% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
11,243
shares
|
$396,653
0.23% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
11,205
shares
|
$395,312
0.01% of portfolio
|
Q3 2024
Reduced 54.02%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
11,149
shares
|
$393,336
0.18% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
11,006
shares
|
$388,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
11,004
shares
|
$388,221
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
10,963
shares
|
$386,774
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,954
shares
|
$386,457
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
10,915
shares
|
$385,081
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
10,824
shares
|
$381,870
0.09% of portfolio
|
Q3 2024
Reduced 31.66%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Oct 15, 2024 Q3 2024 |
10,814
shares
|
$381,517
0.26% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
10,750
shares
|
$379,260
0.16% of portfolio
|
Q3 2024
Added 36.28%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
10,704
shares
|
$377,637
0.04% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,490
shares
|
$370,087
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
10,490
shares
|
$370,087
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
10,407
shares
|
$367,158
0.19% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
10,353
shares
|
$365,253
0.04% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
10,338
shares
|
$364,724
0.02% of portfolio
|
Q3 2024
Added 13.03%
|