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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
96,763
shares
|
$4.19 Million
0.86% of portfolio
|
Q3 2025
Added 1013.24%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
96,578
shares
|
$4.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 79.96%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
95,478
shares
|
$4.14 Million
1.25% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
95,300
shares
|
$4.13 Million
0.19% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
95,257
shares
|
$4.13 Million
0.7% of portfolio
|
Q2 2025
Reduced 29.4%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
95,218
shares
|
$4.12 Million
1.26% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
95,206
shares
|
$4.12 Million
1.88% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
94,532
shares
|
$4.09 Million
1.44% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
93,770
shares
|
$4.06 Million
0.13% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
93,420
shares
|
$4.05 Million
2.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
92,814
shares
|
$4.02 Million
0.48% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
92,690
shares
|
$4.01 Million
1.66% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
92,343
shares
|
$4 Million
0.56% of portfolio
|
Q3 2025
Added 47.86%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
91,629
shares
|
$3.97 Million
1.76% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
91,018
shares
|
$3.94 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Jrm Investment Counsel, LLC
|
Aug 13, 2025 Q2 2025 |
90,851
shares
|
$3.93 Million
1.18% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
90,636
shares
|
$3.93 Million
0.87% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
90,542
shares
|
$3.92 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
90,346
shares
|
$3.91 Million
1.56% of portfolio
|
Q3 2025
Added 77.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
90,181
shares
|
$3.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
90,061
shares
|
$3.9 Million
0.14% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
89,258
shares
|
$3.87 Million
0.69% of portfolio
|
Q2 2025
Added 531.92%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
89,039
shares
|
$3.86 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
88,496
shares
|
$3.83 Million
3.13% of portfolio
|
Q2 2022
Added 0.58%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
87,318
shares
|
$3.78 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.52%
|