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 $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
132,018
shares
|
$4.65 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
129,954
shares
|
$4.58 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
129,387
shares
|
$4.56 Million
1.03% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
128,984
shares
|
$4.55 Million
4.68% of portfolio
|
Q3 2024
Reduced 15.9%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
127,369
shares
|
$4.49 Million
2.03% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
126,635
shares
|
$4.46 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
126,155
shares
|
$4.45 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
125,996
shares
|
$4.44 Million
2.81% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
125,502
shares
|
$4.42 Million
2.01% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
124,170
shares
|
$4.38 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
123,246
shares
|
$4.34 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
122,750
shares
|
$4.33 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
122,577
shares
|
$4.32 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
121,678
shares
|
$4.29 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
121,637
shares
|
$4.29 Million
3.74% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
118,801
shares
|
$4.19 Million
0.43% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
118,009
shares
|
$4.16 Million
2.26% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
115,854
shares
|
$4.08 Million
0.49% of portfolio
|
Q1 2024
Reduced 14.76%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
114,678
shares
|
$4.04 Million
0.25% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
114,391
shares
|
$4.03 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
113,205
shares
|
$3.99 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
110,003
shares
|
$3.88 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
110,003
shares
|
$3.88 Million
0.51% of portfolio
|
Q3 2023
Added 0.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
109,882
shares
|
$3.87 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.58%
|