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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
280,856
shares
|
$10.1 Million
0.93% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
278,035
shares
|
$9.96 Million
7.39% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
276,169
shares
|
$9.89 Million
0.14% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
269,147
shares
|
$9.64 Million
5.31% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
267,433
shares
|
$9.58 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
266,345
shares
|
$9.54 Million
4.07% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
259,951
shares
|
$9.31 Million
7.97% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
257,404
shares
|
$9.22 Million
3.46% of portfolio
|
Q3 2024
Added 15.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
253,215
shares
|
$9.07 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
252,377
shares
|
$9.04 Million
4.61% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
252,098
shares
|
$9.03 Million
3.06% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
249,073
shares
|
$8.92 Million
0.05% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
246,207
shares
|
$8.82 Million
4.0% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
243,443
shares
|
$8.72 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
242,650
shares
|
$8.69 Million
0.59% of portfolio
|
Q1 2024
Reduced 9.03%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
241,928
shares
|
$8.67 Million
1.79% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
241,357
shares
|
$8.65 Million
1.13% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
241,137
shares
|
$8.64 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
240,874
shares
|
$8.63 Million
1.54% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
240,568
shares
|
$8.62 Million
4.07% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
240,484
shares
|
$8.61 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
239,200
shares
|
$8.57 Million
1.34% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
231,517
shares
|
$8.29 Million
6.26% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
230,122
shares
|
$8.24 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
227,053
shares
|
$8.13 Million
4.21% of portfolio
|
Q3 2024
Added 11.26%
|