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 1,206 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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
794,469
shares
|
$34.8 Million
5.57% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
793,063
shares
|
$34.7 Million
2.0% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
792,166
shares
|
$34.7 Million
6.96% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Jan 28, 2026 Q4 2025 |
788,304
shares
|
$34.5 Million
2.59% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
761,501
shares
|
$33.3 Million
6.24% of portfolio
|
Q3 2025
Added 25.16%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
755,317
shares
|
$33.1 Million
0.86% of portfolio
|
Q4 2025
Added 4.41%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
741,627
shares
|
$32.5 Million
1.85% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Concord Wealth Partners
|
Jan 29, 2026 Q4 2025 |
740,978
shares
|
$32.4 Million
4.33% of portfolio
|
Q4 2025
Added 6.07%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 29, 2026 Q4 2025 |
725,152
shares
|
$31.7 Million
5.58% of portfolio
|
Q4 2025
Added 4.15%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
724,901
shares
|
$31.7 Million
8.32% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
723,132
shares
|
$31.6 Million
4.5% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
723,054
shares
|
$31.6 Million
7.45% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
722,775
shares
|
$31.6 Million
10.83% of portfolio
|
Q4 2025
Added 9.77%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
721,548
shares
|
$31.6 Million
2.78% of portfolio
|
Q4 2025
Added 25.86%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
706,610
shares
|
$30.9 Million
0.67% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
687,855
shares
|
$30.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
684,153
shares
|
$29.9 Million
6.01% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jan 29, 2026 Q4 2025 |
682,158
shares
|
$29.9 Million
14.35% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
672,488
shares
|
$29.4 Million
11.24% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
664,539
shares
|
$29.1 Million
0.9% of portfolio
|
Q4 2025
Added 5.56%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
663,535
shares
|
$29 Million
7.49% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
659,046
shares
|
$28.8 Million
0.05% of portfolio
|
Q3 2025
Added 34.21%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
648,619
shares
|
$28.4 Million
0.47% of portfolio
|
Q3 2022
Added 45.06%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
648,230
shares
|
$28.4 Million
0.6% of portfolio
|
Q4 2025
Added 7.67%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
647,189
shares
|
$28.3 Million
1.73% of portfolio
|
Q2 2025
Added 7.71%
|
|