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 |
|---|---|---|---|---|---|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
148,446
shares
|
$6.43 Million
1.86% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
147,664
shares
|
$6.4 Million
5.08% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
145,571
shares
|
$6.3 Million
2.38% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
144,833
shares
|
$6.27 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,194
shares
|
$6.25 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
142,113
shares
|
$6.15 Million
0.71% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
140,909
shares
|
$6.1 Million
0.96% of portfolio
|
Q3 2025
Reduced 50.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
140,821
shares
|
$6.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
139,959
shares
|
$6.06 Million
0.25% of portfolio
|
Q2 2025
Added 57.27%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
139,490
shares
|
$6.04 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
138,870
shares
|
$6.01 Million
5.01% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
135,739
shares
|
$5.88 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
135,367
shares
|
$5.86 Million
2.44% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
134,588
shares
|
$5.83 Million
0.6% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
134,097
shares
|
$5.81 Million
3.32% of portfolio
|
Q2 2025
Added 28.62%
|
|
|
Fairfield University
|
Aug 11, 2025 Q2 2025 |
133,924
shares
|
$5.8 Million
2.99% of portfolio
|
Q2 2025
Reduced 80.91%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
133,646
shares
|
$5.79 Million
0.3% of portfolio
|
Q2 2025
Added 50.88%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
133,128
shares
|
$5.77 Million
0.93% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
132,613
shares
|
$5.74 Million
2.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
130,206
shares
|
$5.64 Million
3.59% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
129,954
shares
|
$5.63 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
129,419
shares
|
$5.61 Million
4.06% of portfolio
|
Q1 2025
Added 114.86%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
129,320
shares
|
$5.6 Million
1.35% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
129,161
shares
|
$5.59 Million
4.48% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
128,555
shares
|
$5.57 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.06%
|