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 1,021 institutions that hold shares in the stock, with a total of 529 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
92,814
shares
|
$3.41 Million
0.48% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
91,511
shares
|
$3.36 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
89,800
shares
|
$3.3 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
89,195
shares
|
$3.28 Million
0.04% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
88,575
shares
|
$3.26 Million
0.06% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
88,496
shares
|
$3.25 Million
3.13% of portfolio
|
Q2 2022
Added 0.58%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
87,470
shares
|
$3.22 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
87,061
shares
|
$3.2 Million
2.76% of portfolio
|
Q4 2024
Reduced 97.07%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
86,990
shares
|
$3.2 Million
1.57% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
86,831
shares
|
$3.19 Million
0.21% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
86,791
shares
|
$3.19 Million
1.38% of portfolio
|
Q4 2024
Added 114.95%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
86,755
shares
|
$3.19 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
86,687
shares
|
$3.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
86,674
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
86,648
shares
|
$3.19 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
86,559
shares
|
$3.18 Million
0.35% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
86,337
shares
|
$3.17 Million
1.65% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
85,727
shares
|
$3.15 Million
0.63% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
85,000
shares
|
$3.13 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jan 13, 2025 Q4 2024 |
84,917
shares
|
$3.12 Million
1.0% of portfolio
|
Q4 2024
Reduced 38.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
84,879
shares
|
$3.12 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
84,874
shares
|
$3.12 Million
1.06% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
84,064
shares
|
$3.09 Million
0.22% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
83,646
shares
|
$3.08 Million
0.29% of portfolio
|
Q4 2024
Added 390.48%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
82,999
shares
|
$3.05 Million
1.99% of portfolio
|
Q4 2024
Reduced 34.13%
|