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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
43,331
shares
|
$1.88 Million
0.85% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
43,143
shares
|
$1.87 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
43,074
shares
|
$1.87 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
42,863
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
42,386
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
42,254
shares
|
$1.83 Million
0.26% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
41,651
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
41,501
shares
|
$1.8 Million
0.11% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
41,218
shares
|
$1.79 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
41,140
shares
|
$1.78 Million
0.21% of portfolio
|
Q3 2025
Reduced 96.09%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
40,618
shares
|
$1.76 Million
0.52% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
40,336
shares
|
$1.75 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
40,299
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
40,152
shares
|
$1.74 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
39,725
shares
|
$1.72 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
39,724
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 36.33%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
39,500
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
39,398
shares
|
$1.71 Million
0.41% of portfolio
|
Q3 2025
Added 61.37%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
39,049
shares
|
$1.69 Million
0.74% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
38,862
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2025
Added 322.83%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
38,321
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2025
Added 39.23%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
37,910
shares
|
$1.64 Million
2.21% of portfolio
|
Q3 2025
Added 45.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,795
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
37,709
shares
|
$1.63 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
37,536
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.26%
|