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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
194,361
shares
|
$8.01 Million
0.22% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
191,911
shares
|
$7.91 Million
1.62% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
191,564
shares
|
$7.89 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
191,222
shares
|
$7.88 Million
4.02% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
191,061
shares
|
$7.87 Million
2.01% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
189,311
shares
|
$7.8 Million
3.45% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
187,368
shares
|
$7.72 Million
3.17% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
187,076
shares
|
$7.71 Million
1.3% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
185,855
shares
|
$7.66 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
185,739
shares
|
$7.65 Million
2.6% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
185,550
shares
|
$7.64 Million
0.21% of portfolio
|
Q2 2025
Added 311.22%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
182,089
shares
|
$7.5 Million
4.73% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
181,668
shares
|
$7.48 Million
6.57% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
180,370
shares
|
$7.43 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
177,602
shares
|
$7.32 Million
0.62% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
177,448
shares
|
$7.31 Million
2.79% of portfolio
|
Q2 2025
Reduced 41.88%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
177,098
shares
|
$7.3 Million
0.09% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
177,017
shares
|
$7.29 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
176,641
shares
|
$7.28 Million
1.37% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
176,566
shares
|
$7.27 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
176,038
shares
|
$7.25 Million
2.34% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
172,676
shares
|
$7.11 Million
3.06% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
171,159
shares
|
$7.05 Million
0.49% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
170,991
shares
|
$7.04 Million
3.23% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
168,866
shares
|
$6.96 Million
0.59% of portfolio
|
Q2 2025
Added 8.32%
|