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 |
|---|---|---|---|---|---|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
94,550
shares
|
$3.34 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
94,254
shares
|
$3.33 Million
1.99% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
94,002
shares
|
$3.32 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
93,298
shares
|
$3.29 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
92,814
shares
|
$3.27 Million
0.48% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
91,823
shares
|
$3.24 Million
4.03% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
91,768
shares
|
$3.24 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
91,091
shares
|
$3.21 Million
2.53% of portfolio
|
Q3 2024
Added 52.37%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
90,732
shares
|
$3.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
90,623
shares
|
$3.2 Million
2.24% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
90,062
shares
|
$3.18 Million
0.16% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
89,770
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
89,550
shares
|
$3.16 Million
2.13% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
89,107
shares
|
$3.14 Million
1.74% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
88,892
shares
|
$3.14 Million
1.95% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
88,828
shares
|
$3.13 Million
0.24% of portfolio
|
Q3 2024
Added 34.77%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
88,496
shares
|
$3.12 Million
3.13% of portfolio
|
Q2 2022
Added 0.58%
|
|
|
Ervin Investment Management, LLC
|
Oct 15, 2024 Q3 2024 |
87,966
shares
|
$3.1 Million
2.27% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
87,061
shares
|
$3.07 Million
2.95% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
87,026
shares
|
$3.07 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
86,789
shares
|
$3.06 Million
0.22% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
86,776
shares
|
$3.06 Million
1.75% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
86,409
shares
|
$3.05 Million
0.21% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
83,947
shares
|
$2.96 Million
0.23% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
83,621
shares
|
$2.95 Million
0.71% of portfolio
|
Q3 2024
Added 4.73%
|