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 953 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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,054
shares
|
$178,305
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
4,735
shares
|
$167,050
0.1% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
4,589
shares
|
$161,899
0.01% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
4,460
shares
|
$157,348
0.12% of portfolio
|
Q2 2024
Added 10.29%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
4,309
shares
|
$152,021
0.06% of portfolio
|
Q3 2024
Reduced 60.44%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,250
shares
|
$149,940
0.05% of portfolio
|
Q1 2020
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
4,204
shares
|
$148,317
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
4,047
shares
|
$142,778
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
4,038
shares
|
$142,460
0.14% of portfolio
|
Q3 2024
Reduced 25.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,968
shares
|
$139,991
0.0% of portfolio
|
Q3 2024
Reduced 30.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,140
shares
|
$110,779
0.0% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,045
shares
|
$107,427
0.04% of portfolio
|
Q2 2024
Reduced 88.71%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
2,865
shares
|
$101,077
0.02% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
2,813
shares
|
$99,242
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,711
shares
|
$95,644
0.03% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,663
shares
|
$93,950
0.02% of portfolio
|
Q3 2023
Reduced 50.34%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,628
shares
|
$92,715
0.02% of portfolio
|
Q2 2024
Reduced 43.12%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,532
shares
|
$89,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,477
shares
|
$87,388
1.11% of portfolio
|
Q3 2022
Reduced 88.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,440
shares
|
$86,083
0.03% of portfolio
|
Q3 2023
Added 283.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
2,425
shares
|
$85,554
0.03% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$84,954
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,351
shares
|
$82,943
0.0% of portfolio
|
Q1 2023
Reduced 70.7%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,261
shares
|
$79,768
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,207
shares
|
$77,862
0.0% of portfolio
|
Q2 2024
Reduced 6.13%
|