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 955 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 $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
356,188
shares
|
$12.8 Million
1.4% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
355,441
shares
|
$12.7 Million
8.84% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
353,187
shares
|
$12.7 Million
2.48% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
346,855
shares
|
$12.4 Million
0.91% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
346,563
shares
|
$12.4 Million
0.4% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
346,256
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
340,833
shares
|
$12.2 Million
3.92% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
340,801
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2024
Added 81.71%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
338,926
shares
|
$12.1 Million
6.48% of portfolio
|
Q3 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
338,636
shares
|
$12.1 Million
3.33% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
334,927
shares
|
$12 Million
6.84% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
331,963
shares
|
$11.9 Million
3.67% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
320,093
shares
|
$11.5 Million
6.16% of portfolio
|
Q3 2024
Reduced 19.84%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
316,043
shares
|
$11.3 Million
4.01% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
315,384
shares
|
$11.3 Million
4.24% of portfolio
|
Q3 2024
Added 117.66%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
314,927
shares
|
$11.3 Million
7.27% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
314,583
shares
|
$11.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
312,371
shares
|
$11.2 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
302,262
shares
|
$10.8 Million
7.16% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
297,640
shares
|
$10.7 Million
1.44% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
293,649
shares
|
$10.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
287,716
shares
|
$10.3 Million
2.1% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
284,710
shares
|
$10.2 Million
3.18% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
281,862
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
281,373
shares
|
$10.1 Million
0.9% of portfolio
|
Q3 2024
Added 3.07%
|