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 1,145 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
231,593
shares
|
$9.54 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
230,122
shares
|
$9.48 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
227,288
shares
|
$9.36 Million
7.88% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
223,341
shares
|
$9.2 Million
5.58% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
222,186
shares
|
$9.15 Million
0.25% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
219,751
shares
|
$9.05 Million
4.07% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
218,934
shares
|
$9.02 Million
1.29% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
216,314
shares
|
$8.91 Million
0.22% of portfolio
|
Q2 2025
Added 185.6%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
215,774
shares
|
$8.89 Million
4.09% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
214,437
shares
|
$8.83 Million
8.32% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
214,253
shares
|
$8.83 Million
7.02% of portfolio
|
Q2 2025
Added 21.46%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
213,902
shares
|
$8.81 Million
4.23% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
207,592
shares
|
$8.55 Million
1.6% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
207,187
shares
|
$8.54 Million
0.42% of portfolio
|
Q2 2025
Reduced 34.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
204,463
shares
|
$8.42 Million
0.16% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
203,228
shares
|
$8.37 Million
0.8% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
201,072
shares
|
$8.28 Million
2.18% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
200,953
shares
|
$8.28 Million
3.47% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
200,660
shares
|
$8.27 Million
0.22% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
198,509
shares
|
$8.18 Million
0.09% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
197,311
shares
|
$8.13 Million
2.75% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
197,253
shares
|
$8.13 Million
4.42% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
196,858
shares
|
$8.11 Million
0.97% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
195,176
shares
|
$8.04 Million
0.13% of portfolio
|
Q2 2025
Added 27.39%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
194,710
shares
|
$8.02 Million
2.91% of portfolio
|
Q2 2025
Reduced 24.58%
|