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 1,042 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 |
|---|---|---|---|---|---|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
507,730
shares
|
$18.6 Million
11.48% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
502,211
shares
|
$18.4 Million
6.22% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
501,841
shares
|
$18.4 Million
1.15% of portfolio
|
Q4 2024
Added 42865.84%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
499,966
shares
|
$18.4 Million
1.69% of portfolio
|
Q4 2023
Added 2.65%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
491,383
shares
|
$18 Million
5.74% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
490,243
shares
|
$18 Million
0.89% of portfolio
|
Q3 2022
Added 39.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
485,785
shares
|
$17.8 Million
0.11% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
481,850
shares
|
$17.7 Million
0.77% of portfolio
|
Q4 2024
Reduced 49.64%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Mar 14, 2025 Q4 2024 |
479,953
shares
|
$17.6 Million
8.38% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
468,554
shares
|
$17.2 Million
1.62% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
458,862
shares
|
$16.9 Million
1.42% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
447,741
shares
|
$16.4 Million
6.77% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
444,856
shares
|
$16.3 Million
3.17% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
430,983
shares
|
$15.8 Million
0.23% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
423,365
shares
|
$15.6 Million
2.43% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
417,933
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
416,939
shares
|
$15.3 Million
1.16% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
412,473
shares
|
$15.2 Million
0.91% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
404,710
shares
|
$14.9 Million
0.22% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
402,085
shares
|
$14.8 Million
0.65% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
396,934
shares
|
$14.6 Million
1.13% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
387,156
shares
|
$14.2 Million
0.39% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
384,777
shares
|
$14.1 Million
0.74% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
384,000
shares
|
$14.1 Million
2.12% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
383,107
shares
|
$14.1 Million
6.8% of portfolio
|
Q4 2024
Added 14.39%
|