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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
8,361
shares
|
$307,433
0.04% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
8,325
shares
|
$306,110
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
8,305
shares
|
$305,374
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
8,293
shares
|
$304,933
0.04% of portfolio
|
Q4 2024
Reduced 30.79%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
8,128
shares
|
$298,866
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
8,125
shares
|
$298,756
0.21% of portfolio
|
Q4 2024
Added 20.73%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
8,012
shares
|
$294,601
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
8,006
shares
|
$294,380
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
7,998
shares
|
$294,086
0.04% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,944
shares
|
$292,100
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
7,922
shares
|
$291,291
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,908
shares
|
$290,777
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
7,899
shares
|
$290,446
0.01% of portfolio
|
Q3 2023
Added 599.03%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,883
shares
|
$289,857
0.01% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
7,810
shares
|
$287,173
0.02% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,784
shares
|
$286,217
0.03% of portfolio
|
Q1 2024
Added 3.1%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
7,776
shares
|
$285,923
0.12% of portfolio
|
Q4 2024
Reduced 15.3%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
7,774
shares
|
$285,849
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
7,764
shares
|
$285,482
0.0% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,667
shares
|
$281,915
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,578
shares
|
$278,643
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
7,545
shares
|
$277,429
0.12% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
7,540
shares
|
$277,245
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
7,536
shares
|
$277,098
0.0% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$275,775
0.01% of portfolio
|
Q4 2023
New holding
|