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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,202
shares
|
$359,926
0.03% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
10,145
shares
|
$357,915
0.06% of portfolio
|
Q3 2024
Reduced 23.72%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
10,132
shares
|
$357,456
0.05% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
10,067
shares
|
$355,163
0.16% of portfolio
|
Q2 2024
Added 9.34%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
10,006
shares
|
$353,011
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$352,800
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
9,947
shares
|
$350,930
0.01% of portfolio
|
Q2 2024
Added 4.56%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
9,875
shares
|
$348,390
0.12% of portfolio
|
Q2 2023
Added 1.8%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,820
shares
|
$346,449
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,808
shares
|
$346,026
0.02% of portfolio
|
Q2 2024
Added 69.37%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
9,788
shares
|
$345,320
0.17% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
9,701
shares
|
$342,251
0.17% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
9,650
shares
|
$340,452
0.0% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
9,637
shares
|
$339,993
0.13% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
9,630
shares
|
$339,746
0.15% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
9,492
shares
|
$334,877
0.03% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
9,376
shares
|
$330,785
0.15% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
9,350
shares
|
$329,868
0.04% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
9,313
shares
|
$328,562
0.25% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
9,296
shares
|
$327,962
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
9,260
shares
|
$326,692
0.02% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
9,181
shares
|
$323,905
0.13% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
9,120
shares
|
$321,753
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
9,096
shares
|
$320,906
0.14% of portfolio
|
Q3 2024
Reduced 78.99%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
9,077
shares
|
$320,236
0.07% of portfolio
|
Q3 2024
Reduced 1.37%
|