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 |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
226,797
shares
|
$7.95 Million
1.34% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
226,474
shares
|
$7.94 Million
0.32% of portfolio
|
Q3 2024
Added 20.18%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
225,260
shares
|
$7.9 Million
8.94% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
222,933
shares
|
$7.81 Million
0.27% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
221,624
shares
|
$7.77 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
220,111
shares
|
$7.71 Million
5.85% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
219,686
shares
|
$7.7 Million
1.26% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
218,340
shares
|
$7.65 Million
0.56% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
216,480
shares
|
$7.59 Million
4.22% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
215,839
shares
|
$7.57 Million
2.14% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
214,914
shares
|
$7.53 Million
3.32% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
210,573
shares
|
$7.38 Million
0.41% of portfolio
|
Q3 2024
Reduced 41.5%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
209,944
shares
|
$7.36 Million
4.91% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
208,851
shares
|
$7.32 Million
1.63% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
207,307
shares
|
$7.27 Million
0.45% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
204,319
shares
|
$7.16 Million
0.18% of portfolio
|
Q3 2024
Added 44.54%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
202,882
shares
|
$7.11 Million
0.74% of portfolio
|
Q3 2024
Reduced 21.84%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
201,554
shares
|
$7.06 Million
3.29% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
200,321
shares
|
$7.02 Million
0.54% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
198,943
shares
|
$6.97 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
197,472
shares
|
$6.92 Million
0.82% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
197,311
shares
|
$6.92 Million
2.75% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
195,885
shares
|
$6.87 Million
5.59% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
195,013
shares
|
$6.84 Million
2.19% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
192,040
shares
|
$6.73 Million
1.73% of portfolio
|
Q3 2024
Reduced 56.08%
|