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 1,178 institutions that hold shares in the stock, with a total of 585 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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
168,866
shares
|
$7.31 Million
0.59% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
168,668
shares
|
$7.31 Million
3.35% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
168,515
shares
|
$7.3 Million
0.56% of portfolio
|
Q2 2025
Added 230.17%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
167,471
shares
|
$7.25 Million
5.8% of portfolio
|
Q2 2025
Added 50.09%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
166,972
shares
|
$7.23 Million
4.56% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
166,622
shares
|
$7.22 Million
0.84% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$7.2 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
165,299
shares
|
$7.16 Million
0.64% of portfolio
|
Q3 2025
Added 56.4%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
164,821
shares
|
$7.14 Million
0.59% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
164,661
shares
|
$7.13 Million
5.51% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
164,165
shares
|
$7.11 Million
0.41% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
163,131
shares
|
$7.07 Million
3.17% of portfolio
|
Q2 2025
Added 97.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
160,665
shares
|
$6.96 Million
0.24% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
160,583
shares
|
$6.95 Million
4.47% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
159,321
shares
|
$6.9 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
153,235
shares
|
$6.64 Million
5.67% of portfolio
|
Q3 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
152,557
shares
|
$6.61 Million
3.12% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
151,811
shares
|
$6.57 Million
1.55% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
151,569
shares
|
$6.56 Million
0.17% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Aspire Private Capital, LLC
|
Oct 29, 2025 Q3 2025 |
151,107
shares
|
$6.54 Million
1.5% of portfolio
|
Q2 2025
Reduced 60.61%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
150,138
shares
|
$6.5 Million
0.82% of portfolio
|
Q3 2024
Added 41.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
150,079
shares
|
$6.5 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
149,435
shares
|
$6.47 Million
1.56% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,425
shares
|
$6.47 Million
0.12% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
148,795
shares
|
$6.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.7%
|