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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
602,063
shares
|
$26.1 Million
0.6% of portfolio
|
Q3 2025
Added 224.47%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
588,547
shares
|
$25.5 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
580,049
shares
|
$25.1 Million
5.46% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
575,587
shares
|
$24.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.69%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
557,518
shares
|
$24.1 Million
1.16% of portfolio
|
Q2 2025
Added 51.53%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
549,128
shares
|
$23.8 Million
2.2% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
547,080
shares
|
$23.7 Million
13.49% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
547,045
shares
|
$23.7 Million
6.15% of portfolio
|
Q3 2025
Reduced 41.36%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
546,710
shares
|
$23.7 Million
9.68% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
546,648
shares
|
$23.7 Million
6.86% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
544,588
shares
|
$23.6 Million
9.34% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
538,794
shares
|
$23.3 Million
3.32% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
537,552
shares
|
$23.3 Million
3.46% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
518,729
shares
|
$22.5 Million
0.0% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
515,899
shares
|
$22.3 Million
0.4% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
511,917
shares
|
$22.2 Million
1.47% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
501,753
shares
|
$21.7 Million
1.49% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
499,966
shares
|
$21.6 Million
1.69% of portfolio
|
Q4 2023
Added 2.65%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
497,612
shares
|
$21.5 Million
1.92% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
491,067
shares
|
$21.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
490,243
shares
|
$21.2 Million
0.89% of portfolio
|
Q3 2022
Added 39.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
485,785
shares
|
$21 Million
0.11% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
478,412
shares
|
$20.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 29.06%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
476,233
shares
|
$20.6 Million
0.85% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
470,480
shares
|
$20.4 Million
0.24% of portfolio
|
Q2 2025
Added 16.38%
|