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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
747,947
shares
|
$32.4 Million
6.22% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
741,627
shares
|
$32.1 Million
1.85% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
738,789
shares
|
$32 Million
1.9% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
738,744
shares
|
$32 Million
9.07% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
732,670
shares
|
$31.7 Million
0.27% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
723,416
shares
|
$31.3 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
708,918
shares
|
$30.7 Million
4.04% of portfolio
|
Q2 2025
Added 498.97%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
703,776
shares
|
$30.5 Million
7.41% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
698,573
shares
|
$30.3 Million
4.21% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
696,237
shares
|
$30.2 Million
5.41% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
690,437
shares
|
$29.9 Million
0.66% of portfolio
|
Q2 2025
Reduced 32.46%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
687,855
shares
|
$29.8 Million
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
678,050
shares
|
$29.4 Million
5.95% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
672,488
shares
|
$29.1 Million
11.24% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
663,535
shares
|
$28.7 Million
7.49% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
661,477
shares
|
$28.6 Million
14.3% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
658,464
shares
|
$28.5 Million
9.72% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
648,619
shares
|
$28.1 Million
0.47% of portfolio
|
Q3 2022
Added 45.06%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
647,189
shares
|
$28 Million
1.73% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
645,704
shares
|
$28 Million
2.33% of portfolio
|
Q3 2025
Added 31.82%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
629,547
shares
|
$27.3 Million
0.85% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
628,957
shares
|
$27.2 Million
0.26% of portfolio
|
Q2 2022
Reduced 77.65%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
626,791
shares
|
$27.1 Million
1.49% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
608,406
shares
|
$26.4 Million
6.28% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
607,696
shares
|
$26.3 Million
7.51% of portfolio
|
Q3 2025
Added 50.41%
|