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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
19,511
shares
|
$687,567
0.04% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
19,443
shares
|
$685,171
0.19% of portfolio
|
Q3 2024
Reduced 56.73%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
19,429
shares
|
$684,677
0.32% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
19,424
shares
|
$684,501
0.28% of portfolio
|
Q3 2024
Reduced 58.06%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
19,321
shares
|
$680,872
0.17% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
19,306
shares
|
$680,343
0.05% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
19,141
shares
|
$674,528
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
19,061
shares
|
$671,709
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,948
shares
|
$667,727
0.01% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
18,873
shares
|
$665,084
0.06% of portfolio
|
Q3 2024
Reduced 16.12%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
18,733
shares
|
$660,150
0.14% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
18,715
shares
|
$659,516
0.31% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,686
shares
|
$658,494
0.56% of portfolio
|
Q1 2023
Reduced 6.96%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
18,670
shares
|
$657,930
0.33% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
18,640
shares
|
$656,873
0.23% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
18,352
shares
|
$646,724
0.39% of portfolio
|
Q3 2023
Added 1.18%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
18,200
shares
|
$641,368
0.39% of portfolio
|
Q1 2023
Added 3.09%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
18,187
shares
|
$640,909
0.3% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,000
shares
|
$634,320
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
17,949
shares
|
$632,522
0.24% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
17,943
shares
|
$632,311
0.01% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
17,909
shares
|
$631,113
0.0% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
17,827
shares
|
$628,223
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
17,800
shares
|
$627,272
0.01% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,745
shares
|
$625,333
0.12% of portfolio
|
Q1 2024
New holding
|