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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,261
shares
|
$79,677
0.01% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,207
shares
|
$77,774
0.0% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$77,422
0.02% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,120
shares
|
$74,708
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,100
shares
|
$74,004
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,006
shares
|
$70,691
0.0% of portfolio
|
Q3 2024
Reduced 88.73%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,000
shares
|
$70,480
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1,900
shares
|
$66,956
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,798
shares
|
$63,361
0.0% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,751
shares
|
$61,705
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,650
shares
|
$58,146
0.0% of portfolio
|
Q3 2024
Reduced 90.54%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,612
shares
|
$56,806
0.01% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$53,459
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
1,401
shares
|
$49,371
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,398
shares
|
$49,265
0.03% of portfolio
|
Q2 2019
Reduced 22.46%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
1,317
shares
|
$46,411
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,233
shares
|
$43,450
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
1,210
shares
|
$42,640
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,202
shares
|
$42,358
0.02% of portfolio
|
Q3 2024
Added 61.99%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,173
shares
|
$41,336
0.03% of portfolio
|
Q1 2023
Reduced 9.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,168
shares
|
$41,160
0.0% of portfolio
|
Q3 2024
Added 478.22%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
1,146
shares
|
$40,385
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,118
shares
|
$39,398
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
1,070
shares
|
$37,706
0.01% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,068
shares
|
$37,636
0.01% of portfolio
|
Q2 2024
Added 11766.67%
|