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 |
|---|---|---|---|---|---|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
37,310
shares
|
$1.62 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
37,013
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
37,000
shares
|
$1.6 Million
0.91% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
36,969
shares
|
$1.6 Million
0.56% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
36,646
shares
|
$1.59 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
36,297
shares
|
$1.57 Million
0.2% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
36,286
shares
|
$1.57 Million
0.47% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
36,271
shares
|
$1.57 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
36,243
shares
|
$1.57 Million
0.46% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
36,053
shares
|
$1.56 Million
0.85% of portfolio
|
Q2 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
35,925
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
35,633
shares
|
$1.54 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
35,632
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2025
Added 24.06%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
35,632
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
34,467
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
34,409
shares
|
$1.49 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
34,405
shares
|
$1.49 Million
0.68% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
34,301
shares
|
$1.49 Million
0.19% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
33,830
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
33,723
shares
|
$1.46 Million
0.47% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
33,560
shares
|
$1.45 Million
0.62% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
33,488
shares
|
$1.45 Million
0.63% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
33,305
shares
|
$1.44 Million
0.29% of portfolio
|
Q3 2025
Added 36.77%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
33,078
shares
|
$1.43 Million
0.43% of portfolio
|
Q2 2025
Added 103.33%
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
32,751
shares
|
$1.42 Million
1.18% of portfolio
|
Q3 2025
New holding
|