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 |
|---|---|---|---|---|---|
|
Jrm Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
109,342
shares
|
$3.85 Million
1.41% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
109,313
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
109,215
shares
|
$3.85 Million
0.14% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
108,991
shares
|
$3.84 Million
0.67% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
107,580
shares
|
$3.79 Million
0.91% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
106,822
shares
|
$3.76 Million
1.32% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
106,213
shares
|
$3.74 Million
1.68% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
105,867
shares
|
$3.73 Million
0.95% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
105,765
shares
|
$3.73 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
103,150
shares
|
$3.64 Million
0.43% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
102,983
shares
|
$3.63 Million
3.91% of portfolio
|
Q4 2023
Reduced 48.7%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
102,533
shares
|
$3.61 Million
1.68% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
101,849
shares
|
$3.59 Million
0.99% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
101,520
shares
|
$3.58 Million
0.46% of portfolio
|
Q3 2024
Reduced 21.65%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
101,445
shares
|
$3.57 Million
0.62% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
100,353
shares
|
$3.54 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
100,291
shares
|
$3.53 Million
3.29% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
100,053
shares
|
$3.53 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
100,053
shares
|
$3.53 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
99,416
shares
|
$3.5 Million
0.09% of portfolio
|
Q3 2024
Added 608.55%
|
|
|
Norway Savings Bank
|
Oct 15, 2024 Q3 2024 |
99,157
shares
|
$3.49 Million
2.02% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
97,448
shares
|
$3.43 Million
1.75% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,442
shares
|
$3.43 Million
0.11% of portfolio
|
Q3 2022
Added 7.09%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
97,241
shares
|
$3.43 Million
2.39% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
95,276
shares
|
$3.36 Million
0.16% of portfolio
|
Q3 2024
Reduced 27.63%
|