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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
7,058
shares
|
$249,006
0.11% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
7,014
shares
|
$247,453
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,981
shares
|
$246,289
0.11% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
6,880
shares
|
$242,726
0.02% of portfolio
|
Q4 2023
Reduced 15.04%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
6,874
shares
|
$242,514
0.1% of portfolio
|
Q3 2024
Reduced 15.67%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
6,872
shares
|
$242,444
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,843
shares
|
$241,421
0.01% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
6,833
shares
|
$241,068
0.07% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
6,814
shares
|
$240,397
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,798
shares
|
$239,833
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
6,780
shares
|
$239,198
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
6,730
shares
|
$237,434
0.18% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
6,721
shares
|
$237,116
0.0% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
6,709
shares
|
$236,693
0.13% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,670
shares
|
$235,317
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
6,648
shares
|
$234,541
0.01% of portfolio
|
Q3 2024
Reduced 48.34%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
6,523
shares
|
$230,131
0.08% of portfolio
|
Q3 2024
Reduced 43.64%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
6,514
shares
|
$229,813
0.1% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,513
shares
|
$229,778
0.01% of portfolio
|
Q4 2022
Closed
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,460
shares
|
$227,908
0.14% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,440
shares
|
$227,203
0.03% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,420
shares
|
$226,497
0.01% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
6,397
shares
|
$225,686
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
6,376
shares
|
$224,945
0.13% of portfolio
|
Q1 2024
Reduced 22.66%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
6,375
shares
|
$224,910
0.15% of portfolio
|
Q1 2024
New holding
|