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 1,176 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
236,857
shares
|
$10.3 Million
0.24% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
236,817
shares
|
$10.3 Million
7.33% of portfolio
|
Q1 2025
Added 462.71%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
232,319
shares
|
$10.1 Million
4.66% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
231,593
shares
|
$10 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
230,122
shares
|
$9.97 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
226,948
shares
|
$9.83 Million
2.47% of portfolio
|
Q3 2025
Added 54.07%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
224,277
shares
|
$9.71 Million
4.25% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
224,099
shares
|
$9.71 Million
0.24% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
224,058
shares
|
$9.7 Million
4.08% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
221,965
shares
|
$9.61 Million
7.31% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
220,182
shares
|
$9.54 Million
5.52% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
216,314
shares
|
$9.37 Million
0.22% of portfolio
|
Q2 2025
Added 185.6%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
216,306
shares
|
$9.37 Million
1.67% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
215,774
shares
|
$9.35 Million
4.09% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
212,374
shares
|
$9.2 Million
8.17% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
210,823
shares
|
$9.13 Million
0.82% of portfolio
|
Q3 2025
Added 41.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
208,665
shares
|
$9.04 Million
0.21% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
206,317
shares
|
$8.94 Million
4.27% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
204,463
shares
|
$8.86 Million
0.16% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
203,460
shares
|
$8.81 Million
2.9% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
203,396
shares
|
$8.81 Million
3.51% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
203,149
shares
|
$8.8 Million
0.06% of portfolio
|
Q3 2025
Added 35.06%
|
|
|
Integrated Capital Management, Inc.
|
Oct 07, 2025 Q3 2025 |
202,143
shares
|
$8.75 Million
6.39% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
201,072
shares
|
$8.71 Million
2.18% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
198,509
shares
|
$8.6 Million
0.09% of portfolio
|
Q2 2025
Added 7.14%
|