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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
60,537
shares
|
$2.14 Million
0.18% of portfolio
|
Q4 2022
Added 66.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
60,437
shares
|
$2.13 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
60,284
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 2049.16%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
59,755
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Added 154.89%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
59,624
shares
|
$2.1 Million
1.32% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
59,330
shares
|
$2.09 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
59,226
shares
|
$2.09 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.77%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
57,623
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
55,974
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
55,954
shares
|
$1.97 Million
0.48% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
55,500
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
55,309
shares
|
$1.95 Million
1.54% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
55,007
shares
|
$1.94 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
54,952
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
54,467
shares
|
$1.92 Million
0.14% of portfolio
|
Q3 2024
Reduced 33.95%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
54,459
shares
|
$1.92 Million
0.18% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
54,421
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2022
Reduced 3.88%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
54,043
shares
|
$1.91 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
53,332
shares
|
$1.88 Million
0.93% of portfolio
|
Q3 2024
Added 21.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
53,329
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 116.88%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
53,064
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
52,889
shares
|
$1.87 Million
0.17% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
52,706
shares
|
$1.86 Million
0.7% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
52,692
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
52,103
shares
|
$1.84 Million
0.76% of portfolio
|
Q3 2024
Reduced 31.51%
|