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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
128,409
shares
|
$5.56 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
128,294
shares
|
$5.56 Million
2.5% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
128,102
shares
|
$5.55 Million
1.28% of portfolio
|
Q3 2025
Added 134.09%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
126,635
shares
|
$5.48 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
124,932
shares
|
$5.41 Million
3.5% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
124,643
shares
|
$5.4 Million
0.68% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
124,587
shares
|
$5.4 Million
1.91% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
124,454
shares
|
$5.39 Million
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
124,170
shares
|
$5.38 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
122,124
shares
|
$5.29 Million
0.07% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
118,246
shares
|
$5.12 Million
0.82% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
118,212
shares
|
$5.12 Million
1.71% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
117,828
shares
|
$5.1 Million
1.86% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
117,593
shares
|
$5.09 Million
0.33% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
117,568
shares
|
$5.09 Million
0.05% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
117,221
shares
|
$5.08 Million
3.75% of portfolio
|
Q2 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
116,021
shares
|
$5.02 Million
4.09% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
115,996
shares
|
$5.02 Million
0.99% of portfolio
|
Q2 2025
Added 569.26%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
114,832
shares
|
$4.97 Million
1.66% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
114,675
shares
|
$4.97 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
114,104
shares
|
$4.94 Million
0.48% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
113,205
shares
|
$4.9 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
112,970
shares
|
$4.89 Million
0.95% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
111,704
shares
|
$4.84 Million
2.51% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
110,830
shares
|
$4.8 Million
0.18% of portfolio
|
Q2 2025
Added 6.49%
|