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 $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
157,710
shares
|
$5.56 Million
3.5% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
157,418
shares
|
$5.55 Million
2.19% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
154,842
shares
|
$5.46 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
154,198
shares
|
$5.44 Million
2.24% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
153,938
shares
|
$5.43 Million
2.69% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
150,890
shares
|
$5.32 Million
3.12% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
150,138
shares
|
$5.3 Million
0.82% of portfolio
|
Q3 2024
Added 41.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
150,079
shares
|
$5.29 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
149,812
shares
|
$5.29 Million
0.07% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,425
shares
|
$5.27 Million
0.12% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
148,471
shares
|
$5.24 Million
3.51% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
145,540
shares
|
$5.13 Million
0.23% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
144,351
shares
|
$5.09 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.69%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,194
shares
|
$5.09 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
143,719
shares
|
$5.07 Million
1.7% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
142,051
shares
|
$5.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
141,461
shares
|
$4.99 Million
0.45% of portfolio
|
Q3 2024
Reduced 23.47%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
137,566
shares
|
$4.85 Million
2.37% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
137,318
shares
|
$4.84 Million
3.64% of portfolio
|
Q3 2024
Added 524.8%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
137,164
shares
|
$4.84 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
136,475
shares
|
$4.81 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
135,367
shares
|
$4.78 Million
2.44% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
134,804
shares
|
$4.76 Million
0.29% of portfolio
|
Q3 2024
Reduced 43.28%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
134,560
shares
|
$4.75 Million
0.95% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
133,070
shares
|
$4.69 Million
2.07% of portfolio
|
Q3 2024
Added 0.02%
|