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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
476,845
shares
|
$16.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 15.7%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
469,025
shares
|
$16.5 Million
8.87% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
458,783
shares
|
$16.2 Million
2.29% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
452,763
shares
|
$16 Million
1.9% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
449,913
shares
|
$15.9 Million
6.52% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
424,447
shares
|
$15 Million
6.94% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
423,492
shares
|
$14.9 Million
3.29% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
422,663
shares
|
$14.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
420,962
shares
|
$14.9 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
416,043
shares
|
$14.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
404,622
shares
|
$14.3 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
399,658
shares
|
$14.1 Million
1.38% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
398,645
shares
|
$14.1 Million
0.28% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
385,663
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
384,000
shares
|
$13.5 Million
2.19% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
383,343
shares
|
$13.5 Million
1.58% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
382,529
shares
|
$13.5 Million
0.68% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Fairfield University
|
Nov 12, 2024 Q3 2024 |
378,109
shares
|
$13.3 Million
9.28% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
373,469
shares
|
$13.2 Million
0.98% of portfolio
|
Q4 2023
Added 1.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
370,336
shares
|
$13.1 Million
1.18% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
369,176
shares
|
$13 Million
6.0% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
365,122
shares
|
$12.9 Million
1.55% of portfolio
|
Q3 2024
Added 149.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
361,531
shares
|
$12.8 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
356,489
shares
|
$12.6 Million
2.19% of portfolio
|
Q3 2024
Added 295.07%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
356,188
shares
|
$12.6 Million
1.4% of portfolio
|
Q4 2023
Reduced 0.18%
|