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 |
|---|---|---|---|---|---|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
77,065
shares
|
$3.34 Million
0.37% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
76,770
shares
|
$3.32 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
76,578
shares
|
$3.32 Million
1.71% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
76,069
shares
|
$3.29 Million
4.12% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
74,739
shares
|
$3.24 Million
1.27% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
74,612
shares
|
$3.23 Million
0.13% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
74,152
shares
|
$3.21 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
74,058
shares
|
$3.21 Million
1.0% of portfolio
|
Q3 2023
Added 2.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
73,966
shares
|
$3.2 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
73,793
shares
|
$3.2 Million
0.6% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
73,088
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Oct 14, 2025 Q3 2025 |
72,453
shares
|
$3.14 Million
2.94% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
71,769
shares
|
$3.11 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
71,561
shares
|
$3.1 Million
1.12% of portfolio
|
Q1 2025
Reduced 79.61%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
71,542
shares
|
$3.1 Million
0.27% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
69,849
shares
|
$3.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 65.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
69,440
shares
|
$3.01 Million
0.08% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
69,360
shares
|
$3 Million
0.3% of portfolio
|
Q3 2025
Added 11.18%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
69,213
shares
|
$3 Million
1.81% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
69,153
shares
|
$3 Million
0.32% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
68,123
shares
|
$2.95 Million
0.36% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
67,337
shares
|
$2.92 Million
0.47% of portfolio
|
Q3 2025
Added 26.96%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
66,966
shares
|
$2.9 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 14, 2025 Q3 2025 |
66,108
shares
|
$2.86 Million
2.05% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
65,900
shares
|
$2.85 Million
1.02% of portfolio
|
Q2 2025
Reduced 16.63%
|