# SPDR SER TR (DWFI)

> Institutional ownership reported to the SEC as of Q4 2020, from Form 13F filings. Source: https://holderbook.com/stocks/DWFI/

- Reporting holders: 22
- Reported value: $96.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Prospera Financial Services Inc](https://holderbook.com/funds/1541625-prospera-financial-services-inc/) | $32.6M | 1,242,012 | 2.2% | 7 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $15.5M | 589,434 | 0.0% | 9 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $7.8M | 295,655 | 0.0% | 9 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $7.2M | 275,364 | 0.8% | 9 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $6.3M | 239,951 | 0.0% | 13 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $5.5M | 210,349 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $3.8M | 144,884 | 0.0% | 9 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.7M | 101,078 | 0.0% | 9 |
| [Western Wealth Management, LLC](https://holderbook.com/funds/1767902-western-wealth-management-llc/) | $2.0M | 77,635 | 0.3% | 2 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.9M | 70,654 | 0.0% | 9 |
| [GWM Advisors LLC](https://holderbook.com/funds/1633516-gwm-advisors-llc/) | $1.8M | 69,136 | 0.1% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.8M | 67,273 | 0.0% | 9 |
| [Moloney Securities Asset Management, LLC](https://holderbook.com/funds/1697934-moloney-securities-asset-management-llc/) | $1.6M | 62,795 | 0.4% | 1 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $1.5M | 57,965 | 0.0% | 9 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $1.3M | 48,504 | 0.0% | 7 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $885.0K | 33,688 | 0.0% | 9 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $750.0K | 28,582 | 0.0% | 4 |
| [MONEY CONCEPTS CAPITAL CORP](https://holderbook.com/funds/716851-money-concepts-capital-corp/) | $738.0K | 28,119 | 0.1% | 1 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $387.0K | 14,740 | 0.0% | 2 |
| [Raymond James Financial Services Advisors, Inc.](https://holderbook.com/funds/1462284-raymond-james-financial-services-advisors-inc/) | $259.0K | 9,879 | 0.0% | 9 |
| [Retirement Group, LLC](https://holderbook.com/funds/1740491-retirement-group-llc/) | $11.0K | 450 | 0.0% | 4 |
| [Tower Research Capital LLC (TRC)](https://holderbook.com/funds/1533421-tower-research-capital-llc-trc/) | $2.0K | 71 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2020 | 22 | $96.3M |
| Q3 2020 | 22 | $66.2M |
| Q2 2020 | 22 | $126.8M |
| Q1 2020 | 19 | $130.0M |
| Q4 2019 | 24 | $98.6M |
| Q3 2019 | 25 | $96.3M |
| Q2 2019 | 19 | $92.9M |
| Q1 2019 | 20 | $51.1M |
| Q4 2018 | 28 | $77.1M |