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 |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
197,311
shares
|
$8.55 Million
2.75% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
197,253
shares
|
$8.54 Million
4.42% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
197,131
shares
|
$8.54 Million
3.1% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
196,906
shares
|
$8.53 Million
2.88% of portfolio
|
Q3 2025
Added 15.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
196,858
shares
|
$8.53 Million
0.97% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
196,844
shares
|
$8.53 Million
0.13% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
194,361
shares
|
$8.42 Million
0.22% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
191,911
shares
|
$8.31 Million
1.62% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
191,061
shares
|
$8.27 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
|
$8.2 Million
3.45% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
188,572
shares
|
$8.17 Million
6.58% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
187,368
shares
|
$8.11 Million
3.17% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
187,076
shares
|
$8.1 Million
1.3% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
185,330
shares
|
$8.03 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
185,012
shares
|
$8.01 Million
0.64% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
183,547
shares
|
$7.95 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
180,370
shares
|
$7.81 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
177,098
shares
|
$7.67 Million
0.09% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
177,017
shares
|
$7.67 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
176,445
shares
|
$7.64 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
176,038
shares
|
$7.62 Million
2.34% of portfolio
|
Q1 2025
Reduced 21.98%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
173,336
shares
|
$7.51 Million
1.35% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
173,257
shares
|
$7.5 Million
2.55% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
172,676
shares
|
$7.48 Million
3.06% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
171,159
shares
|
$7.41 Million
0.49% of portfolio
|
Q2 2025
Added 2.56%
|