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 |
|---|---|---|---|---|---|
|
Bck Partners, Inc.
|
Jan 30, 2025 Q4 2024 |
15,157
shares
|
$557,322
0.32% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
14,917
shares
|
$548,498
0.01% of portfolio
|
Q4 2022
Added 1929.52%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
14,840
shares
|
$545,666
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
14,762
shares
|
$542,798
0.05% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
14,719
shares
|
$541,217
0.05% of portfolio
|
Q4 2024
Added 34.85%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
14,709
shares
|
$540,849
0.02% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
14,685
shares
|
$539,967
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
14,531
shares
|
$534,304
0.18% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
14,527
shares
|
$534,157
0.01% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
14,473
shares
|
$532,172
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
14,392
shares
|
$529,193
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,368
shares
|
$528,311
0.15% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
14,300
shares
|
$525,811
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
14,261
shares
|
$524,376
0.43% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
14,145
shares
|
$520,111
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,130
shares
|
$519,560
0.01% of portfolio
|
Q2 2024
Added 140.31%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,124
shares
|
$519,339
0.05% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
14,092
shares
|
$518,162
0.1% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
13,919
shares
|
$511,801
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
13,747
shares
|
$505,477
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
13,745
shares
|
$505,403
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
13,707
shares
|
$504,006
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
13,697
shares
|
$503,638
0.13% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,695
shares
|
$503,565
0.12% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
13,673
shares
|
$502,756
0.1% of portfolio
|
Q4 2024
Reduced 3.16%
|