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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
492
shares
|
$17,357
0.0% of portfolio
|
Q3 2024
Reduced 20.77%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
491
shares
|
$17,322
0.01% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
485
shares
|
$17,110
0.0% of portfolio
|
Q1 2024
Added 21.86%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
457
shares
|
$16,122
0.01% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
448
shares
|
$15,805
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
442
shares
|
$15,593
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
412
shares
|
$14,535
0.0% of portfolio
|
Q2 2024
Added 20.12%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
410
shares
|
$14,464
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
404
shares
|
$14,253
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
382
shares
|
$13,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
377
shares
|
$13,300
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
377
shares
|
$13,300
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
339
shares
|
$11,959
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
326
shares
|
$11,501
0.0% of portfolio
|
Q4 2022
Reduced 49.61%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
300
shares
|
$10,584
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
297
shares
|
$10,478
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
269
shares
|
$9,490
0.0% of portfolio
|
Q3 2024
Reduced 59.55%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
260
shares
|
$9,172
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
259
shares
|
$9,137
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
242
shares
|
$8,537
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
218
shares
|
$7,691
0.0% of portfolio
|
Q4 2019
Reduced 95.77%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
192
shares
|
$6,773
0.0% of portfolio
|
Q1 2024
Reduced 63.43%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
187
shares
|
$6,597
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
183
shares
|
$6,456
0.0% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
180
shares
|
$6,350
0.0% of portfolio
|
Q3 2024
Reduced 63.93%
|