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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
13,697
shares
|
$503,090
0.13% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,695
shares
|
$503,017
0.12% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
13,673
shares
|
$502,209
0.1% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
13,667
shares
|
$501,988
0.04% of portfolio
|
Q1 2020
Reduced 3.05%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
13,502
shares
|
$495,928
0.08% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
13,425
shares
|
$493,100
0.32% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
13,333
shares
|
$489,721
0.11% of portfolio
|
Q4 2024
Reduced 8.28%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
12,998
shares
|
$477,416
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
12,915
shares
|
$474,367
0.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
12,850
shares
|
$471,980
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
12,803
shares
|
$470,254
0.26% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
12,663
shares
|
$465,111
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
12,556
shares
|
$461,181
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
12,542
shares
|
$460,667
0.11% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
12,542
shares
|
$460,667
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
12,541
shares
|
$460,630
0.38% of portfolio
|
Q4 2024
Added 198.31%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
12,512
shares
|
$459,565
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
12,425
shares
|
$456,370
0.13% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,337
shares
|
$453,138
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
12,324
shares
|
$452,660
0.14% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
12,261
shares
|
$450,346
0.01% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
12,249
shares
|
$449,905
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,129
shares
|
$445,498
0.35% of portfolio
|
Q3 2024
Reduced 70.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,979
shares
|
$439,988
0.03% of portfolio
|
Q1 2022
Reduced 2.07%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
11,976
shares
|
$439,878
0.16% of portfolio
|
Q4 2024
New holding
|