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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
65,811
shares
|
$2.85 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
64,205
shares
|
$2.78 Million
1.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
63,956
shares
|
$2.77 Million
4.16% of portfolio
|
Q3 2025
Added 51.77%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
63,213
shares
|
$2.74 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
63,172
shares
|
$2.74 Million
2.65% of portfolio
|
Q3 2025
Added 94.3%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
63,059
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
62,218
shares
|
$2.69 Million
0.02% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 07, 2025 Q3 2025 |
61,568
shares
|
$2.67 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
61,145
shares
|
$2.65 Million
1.21% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
61,120
shares
|
$2.65 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
61,087
shares
|
$2.65 Million
1.28% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
60,537
shares
|
$2.62 Million
0.18% of portfolio
|
Q4 2022
Added 66.64%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
60,423
shares
|
$2.62 Million
0.92% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
60,074
shares
|
$2.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 55.62%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
60,067
shares
|
$2.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
60,062
shares
|
$2.6 Million
0.1% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
59,912
shares
|
$2.59 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
59,015
shares
|
$2.56 Million
0.74% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
58,773
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2025
Added 63.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
58,476
shares
|
$2.53 Million
0.09% of portfolio
|
Q2 2025
Added 32.4%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
58,316
shares
|
$2.53 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
58,194
shares
|
$2.52 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
57,782
shares
|
$2.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
57,666
shares
|
$2.5 Million
3.56% of portfolio
|
Q2 2025
Reduced 48.24%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
57,568
shares
|
$2.49 Million
0.26% of portfolio
|
Q1 2025
Added 0.57%
|