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 $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
649,180
shares
|
$22.8 Million
3.74% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
648,619
shares
|
$22.7 Million
0.47% of portfolio
|
Q3 2022
Added 45.06%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
635,907
shares
|
$22.3 Million
8.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
630,340
shares
|
$22.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
628,957
shares
|
$22 Million
0.26% of portfolio
|
Q2 2022
Reduced 77.65%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
614,582
shares
|
$21.5 Million
5.71% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
572,111
shares
|
$20.1 Million
0.47% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
569,443
shares
|
$20 Million
0.34% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
554,431
shares
|
$19.4 Million
0.8% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
553,915
shares
|
$19.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
551,398
shares
|
$19.3 Million
5.47% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
544,901
shares
|
$19.1 Million
3.37% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
536,458
shares
|
$18.8 Million
4.06% of portfolio
|
Q3 2024
Added 56.68%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
533,038
shares
|
$18.7 Million
1.27% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
526,316
shares
|
$18.4 Million
5.39% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
520,010
shares
|
$18.2 Million
1.29% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
519,753
shares
|
$18.2 Million
12.05% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
515,696
shares
|
$18.1 Million
0.7% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
512,921
shares
|
$18 Million
2.08% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
499,972
shares
|
$17.5 Million
0.25% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
499,966
shares
|
$17.5 Million
1.69% of portfolio
|
Q4 2023
Added 2.65%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
492,042
shares
|
$17.2 Million
1.99% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
490,243
shares
|
$17.2 Million
0.89% of portfolio
|
Q3 2022
Added 39.21%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
484,337
shares
|
$17 Million
0.85% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
476,982
shares
|
$16.7 Million
6.63% of portfolio
|
Q3 2024
Added 6.22%
|