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 1,191 institutions that hold shares in the stock, with a total of 608 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,855,964
shares
|
$81.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
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%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,690,921
shares
|
$74 Million
0.7% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
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%
|
|
|
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%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,615,275
shares
|
$70.7 Million
12.22% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,583,808
shares
|
$69.3 Million
3.35% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
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 |
Nov 06, 2025 Q3 2025 |
1,392,680
shares
|
$60.9 Million
16.51% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
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%
|
|
|
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%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,265,635
shares
|
$55.4 Million
1.19% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
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%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
1,234,622
shares
|
$54 Million
1.09% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,186,453
shares
|
$51.9 Million
0.63% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
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%
|
|