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 537 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
11,974
shares
|
$439,805
0.17% of portfolio
|
Q4 2024
Added 45.51%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
11,919
shares
|
$437,784
0.22% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
11,890
shares
|
$436,719
0.04% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
11,890
shares
|
$436,719
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
11,849
shares
|
$435,213
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
11,735
shares
|
$431,026
0.06% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
11,504
shares
|
$422,541
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
11,452
shares
|
$420,631
0.12% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,439
shares
|
$420,154
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
11,346
shares
|
$416,738
0.22% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
11,295
shares
|
$414,865
0.18% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,283
shares
|
$414,424
0.16% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
11,276
shares
|
$414,167
0.1% of portfolio
|
Q4 2024
Added 38.37%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
11,205
shares
|
$411,559
0.05% of portfolio
|
Q3 2024
Reduced 54.02%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
11,200
shares
|
$411,375
0.03% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
11,098
shares
|
$407,629
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
11,091
shares
|
$407,372
0.01% of portfolio
|
Q4 2024
Reduced 12.62%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
10,963
shares
|
$402,670
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,954
shares
|
$402,340
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,843
shares
|
$398,263
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
10,813
shares
|
$397,161
0.04% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
10,704
shares
|
$393,157
0.03% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Jan 27, 2025 Q4 2024 |
10,543
shares
|
$387,244
0.22% of portfolio
|
Q4 2024
Reduced 2.51%
|