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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
37,651
shares
|
$1.33 Million
0.14% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
36,858
shares
|
$1.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
36,292
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
36,286
shares
|
$1.28 Million
0.47% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
36,276
shares
|
$1.28 Million
0.43% of portfolio
|
Q3 2024
Reduced 97.38%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
36,203
shares
|
$1.28 Million
0.47% of portfolio
|
Q3 2024
Reduced 42.47%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
36,053
shares
|
$1.27 Million
0.85% of portfolio
|
Q2 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
36,000
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 35.83%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
35,570
shares
|
$1.25 Million
0.67% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
35,397
shares
|
$1.25 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
35,369
shares
|
$1.25 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
35,320
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
34,565
shares
|
$1.22 Million
0.92% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
34,227
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2024
Added 14.47%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
34,087
shares
|
$1.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
33,947
shares
|
$1.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
33,465
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Added 19.51%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
33,298
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
33,053
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
32,901
shares
|
$1.16 Million
0.73% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
32,459
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.28%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
31,986
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
31,809
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 60.25%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
31,517
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
31,467
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 0.07%
|