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 1,145 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
19,128
shares
|
$788,073
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
19,061
shares
|
$785,313
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
18,997
shares
|
$782,676
0.04% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
18,963
shares
|
$781,275
0.1% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
18,883
shares
|
$777,979
0.54% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
18,826
shares
|
$775,631
0.02% of portfolio
|
Q2 2025
Reduced 47.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
18,719
shares
|
$771,222
0.05% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,686
shares
|
$769,863
0.56% of portfolio
|
Q1 2023
Reduced 6.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
18,628
shares
|
$767,473
0.27% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,618
shares
|
$767,061
0.18% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
18,523
shares
|
$763,147
0.31% of portfolio
|
Q2 2025
Reduced 33.65%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
18,352
shares
|
$756,102
0.39% of portfolio
|
Q3 2023
Added 1.18%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
18,216
shares
|
$750,499
0.01% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,000
shares
|
$741,600
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
17,949
shares
|
$739,498
0.24% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
17,899
shares
|
$737,438
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,745
shares
|
$731,094
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
17,502
shares
|
$721,082
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
17,438
shares
|
$718,445
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
17,430
shares
|
$718,116
0.06% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
17,385
shares
|
$716,262
0.32% of portfolio
|
Q2 2025
Reduced 56.54%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
17,313
shares
|
$713,295
0.02% of portfolio
|
Q2 2025
Added 57.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,238
shares
|
$710,205
0.01% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
17,150
shares
|
$706,580
0.1% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
17,123
shares
|
$705,467
0.3% of portfolio
|
Q2 2025
Added 173.4%
|