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 |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
45,428
shares
|
$1.6 Million
1.14% of portfolio
|
Q1 2024
Reduced 13.62%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
45,290
shares
|
$1.6 Million
0.49% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
45,068
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Added 7.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
44,766
shares
|
$1.58 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
44,364
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2023
Reduced 5.83%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
43,641
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
43,075
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
42,826
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2024
Added 56.83%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
42,113
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
41,881
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
41,227
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
40,884
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
40,758
shares
|
$1.44 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
40,582
shares
|
$1.43 Million
0.11% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
40,563
shares
|
$1.43 Million
2.23% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
40,518
shares
|
$1.43 Million
0.28% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
40,378
shares
|
$1.42 Million
2.1% of portfolio
|
Q3 2024
Reduced 52.54%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
39,736
shares
|
$1.4 Million
1.61% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
39,500
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
39,340
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 70.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
39,258
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
39,076
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
38,604
shares
|
$1.36 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
38,411
shares
|
$1.35 Million
0.53% of portfolio
|
Q3 2024
Added 12.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,795
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2023
New holding
|