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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
922,456
shares
|
$32.5 Million
0.44% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
916,785
shares
|
$32.3 Million
1.06% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
906,065
shares
|
$32 Million
7.62% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 02, 2024 Q3 2024 |
898,921
shares
|
$31.7 Million
8.38% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
891,977
shares
|
$31.5 Million
0.04% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
871,552
shares
|
$30.7 Million
4.82% of portfolio
|
Q3 2024
Reduced 23.19%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
852,528
shares
|
$30.1 Million
0.45% of portfolio
|
Q4 2023
Reduced 89.59%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
842,980
shares
|
$29.7 Million
8.08% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
832,579
shares
|
$29.4 Million
0.06% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
815,365
shares
|
$28.8 Million
0.71% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
782,758
shares
|
$27.6 Million
6.86% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
769,096
shares
|
$27.1 Million
0.84% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
767,199
shares
|
$27.1 Million
0.01% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
766,962
shares
|
$27.1 Million
0.8% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
758,890
shares
|
$26.8 Million
9.27% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
751,453
shares
|
$26.5 Million
10.25% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
729,928
shares
|
$25.8 Million
4.82% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
721,348
shares
|
$25.4 Million
9.82% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
712,361
shares
|
$25.1 Million
4.29% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
711,747
shares
|
$25.1 Million
2.14% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
698,259
shares
|
$24.6 Million
0.76% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
697,369
shares
|
$24.6 Million
2.59% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
670,520
shares
|
$23.7 Million
3.83% of portfolio
|
Q3 2024
Added 65.4%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
667,025
shares
|
$23.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
662,647
shares
|
$23.4 Million
0.96% of portfolio
|
Q2 2024
Added 11.55%
|