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 1,176 institutions that hold shares in the stock, with a total of 584 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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
1,065,837
shares
|
$46.2 Million
4.19% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,026,614
shares
|
$44.5 Million
1.63% of portfolio
|
Q2 2025
Added 22913.09%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,015,227
shares
|
$44 Million
0.44% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
1,000,430
shares
|
$43.3 Million
4.58% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
980,548
shares
|
$42.5 Million
7.06% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
976,872
shares
|
$42.3 Million
3.58% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
970,305
shares
|
$42 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
957,966
shares
|
$41.5 Million
4.65% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
932,615
shares
|
$40.4 Million
0.94% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
927,175
shares
|
$40.2 Million
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
923,950
shares
|
$40 Million
5.62% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
906,065
shares
|
$39.2 Million
7.62% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
904,576
shares
|
$39.2 Million
12.53% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
901,955
shares
|
$39.1 Million
5.73% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
892,195
shares
|
$38.6 Million
8.79% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
886,966
shares
|
$38.4 Million
0.53% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
863,857
shares
|
$37.4 Million
0.01% of portfolio
|
Q1 2025
Added 47.3%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
854,365
shares
|
$37 Million
5.97% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
850,485
shares
|
$36.8 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
842,980
shares
|
$36.5 Million
8.08% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
822,837
shares
|
$35.6 Million
6.98% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
801,462
shares
|
$34.7 Million
1.59% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
783,624
shares
|
$33.9 Million
0.97% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
769,580
shares
|
$33.3 Million
2.51% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
754,231
shares
|
$32.7 Million
6.15% of portfolio
|
Q1 2025
Added 6.72%
|