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 |
|---|---|---|---|---|---|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
462,561
shares
|
$20 Million
8.92% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
442,581
shares
|
$19.2 Million
0.25% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
429,080
shares
|
$18.6 Million
4.41% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
428,420
shares
|
$18.6 Million
0.2% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
427,208
shares
|
$18.5 Million
4.27% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
424,742
shares
|
$18.4 Million
5.88% of portfolio
|
Q2 2025
Added 42.4%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
420,538
shares
|
$18.2 Million
6.34% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
417,799
shares
|
$18.1 Million
0.52% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
409,933
shares
|
$17.8 Million
0.26% of portfolio
|
Q3 2025
Added 18.95%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
402,434
shares
|
$17.4 Million
4.09% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
402,085
shares
|
$17.4 Million
0.65% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
402,017
shares
|
$17.4 Million
0.47% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
394,878
shares
|
$17.1 Million
7.51% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
385,755
shares
|
$16.7 Million
6.6% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
385,084
shares
|
$16.7 Million
0.17% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
384,170
shares
|
$16.6 Million
1.28% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
384,000
shares
|
$16.6 Million
2.02% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
382,438
shares
|
$16.6 Million
9.49% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
378,855
shares
|
$16.4 Million
9.92% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
377,711
shares
|
$16.4 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
373,469
shares
|
$16.2 Million
0.98% of portfolio
|
Q4 2023
Added 1.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
369,949
shares
|
$16 Million
0.58% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
362,546
shares
|
$15.7 Million
2.16% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
362,357
shares
|
$15.7 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
358,084
shares
|
$15.5 Million
0.96% of portfolio
|
Q3 2025
Added 3.29%
|