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 1,208 institutions that hold shares in the stock, with a total of 613 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
1,875,811
shares
|
$82.1 Million
0.71% of portfolio
|
Q4 2025
Added 10.93%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,871,615
shares
|
$81.9 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,814,878
shares
|
$79.4 Million
6.51% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,785,634
shares
|
$78.1 Million
6.81% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,738,660
shares
|
$76.1 Million
0.01% of portfolio
|
Q2 2025
Added 258.22%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
1,731,970
shares
|
$75.8 Million
0.65% of portfolio
|
Q4 2025
Added 11.41%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
1,725,265
shares
|
$75.5 Million
9.05% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,703,214
shares
|
$74.5 Million
0.0% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,684,667
shares
|
$73.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
1,637,282
shares
|
$71.6 Million
1.13% of portfolio
|
Q4 2025
Added 11.05%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,627,905
shares
|
$71.2 Million
11.82% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
1,622,671
shares
|
$71 Million
5.51% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,620,781
shares
|
$70.9 Million
0.01% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
1,588,335
shares
|
$69.5 Million
3.41% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,571,651
shares
|
$68.8 Million
0.97% of portfolio
|
Q2 2024
Added 462.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,419,703
shares
|
$62.1 Million
0.13% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,396,832
shares
|
$61.1 Million
1.24% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 21, 2026 Q4 2025 |
1,385,208
shares
|
$60.6 Million
16.55% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,384,657
shares
|
$60.6 Million
0.16% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
1,381,548
shares
|
$60.5 Million
1.12% of portfolio
|
Q4 2025
Added 11.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
1,273,831
shares
|
$55.7 Million
1.16% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
1,268,653
shares
|
$55.5 Million
4.24% of portfolio
|
Q3 2025
Added 659.9%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,242,649
shares
|
$54.4 Million
8.06% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
1,211,625
shares
|
$53 Million
0.64% of portfolio
|
Q4 2025
Added 2.12%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
1,185,872
shares
|
$51.9 Million
4.61% of portfolio
|
Q4 2025
Added 11.26%
|
|