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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
17,430
shares
|
$754,893
0.06% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,238
shares
|
$746,577
0.01% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,157
shares
|
$743,069
0.01% of portfolio
|
Q3 2025
Added 82.23%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
17,156
shares
|
$743,026
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
17,123
shares
|
$741,597
0.3% of portfolio
|
Q2 2025
Added 173.4%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
17,090
shares
|
$740,167
0.72% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
16,914
shares
|
$732,545
0.47% of portfolio
|
Q3 2025
Reduced 10.43%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
16,818
shares
|
$728,387
0.02% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
16,657
shares
|
$721,414
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
16,586
shares
|
$718,339
0.23% of portfolio
|
Q2 2025
Added 135.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
16,580
shares
|
$718,079
0.02% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
16,351
shares
|
$708,161
0.01% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
16,257
shares
|
$704,090
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
16,003
shares
|
$693,089
0.45% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
15,974
shares
|
$691,833
0.06% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
15,699
shares
|
$679,923
1.18% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
15,565
shares
|
$674,120
0.13% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
15,500
shares
|
$671,305
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
15,468
shares
|
$669,919
0.01% of portfolio
|
Q2 2025
Added 3949.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
15,448
shares
|
$669,052
0.05% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,426
shares
|
$668,100
0.44% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
15,398
shares
|
$666,887
0.42% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
15,395
shares
|
$666,757
0.19% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
15,382
shares
|
$666,194
0.73% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,369
shares
|
$665,631
0.18% of portfolio
|
Q3 2025
Reduced 1.1%
|