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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 20, 2026 Q4 2025 |
1,123,883
shares
|
$49.2 Million
7.17% of portfolio
|
Q4 2025
Added 31.55%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
1,116,681
shares
|
$48.9 Million
0.45% of portfolio
|
Q4 2025
Added 980.54%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,108,039
shares
|
$48.5 Million
4.43% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,086,681
shares
|
$47.6 Million
0.46% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,085,621
shares
|
$47.5 Million
2.93% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jan 29, 2026 Q4 2025 |
1,035,338
shares
|
$45.3 Million
4.72% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
1,035,283
shares
|
$45.3 Million
6.15% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
996,965
shares
|
$43.6 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Boston Standard Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
991,592
shares
|
$43.4 Million
7.21% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
976,872
shares
|
$42.7 Million
3.58% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
966,228
shares
|
$42.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
938,938
shares
|
$41.1 Million
5.69% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
932,615
shares
|
$40.8 Million
0.94% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
927,175
shares
|
$40.6 Million
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
906,065
shares
|
$39.6 Million
7.62% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
904,576
shares
|
$39.6 Million
12.53% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
899,712
shares
|
$39.4 Million
4.42% of portfolio
|
Q4 2025
Reduced 6.08%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
886,966
shares
|
$38.8 Million
0.53% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
842,980
shares
|
$36.9 Million
8.08% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
821,705
shares
|
$36 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
818,239
shares
|
$35.8 Million
7.47% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
813,301
shares
|
$35.6 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
805,279
shares
|
$35.2 Million
0.96% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
801,462
shares
|
$35.1 Million
1.59% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
798,373
shares
|
$34.9 Million
2.91% of portfolio
|
Q4 2025
Added 23.64%
|
|