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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
370,444
shares
|
$16.2 Million
2.3% of portfolio
|
Q3 2025
Added 14.62%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
368,735
shares
|
$16.1 Million
2.12% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
367,681
shares
|
$16.1 Million
9.48% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
367,438
shares
|
$16.1 Million
0.98% of portfolio
|
Q4 2025
Added 6.13%
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
364,758
shares
|
$16 Million
0.55% of portfolio
|
Q4 2025
Added 45.52%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
362,357
shares
|
$15.9 Million
1.6% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 26, 2026 Q4 2025 |
361,379
shares
|
$15.8 Million
1.16% of portfolio
|
Q4 2025
Reduced 5.93%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
358,084
shares
|
$15.7 Million
0.96% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
356,188
shares
|
$15.6 Million
1.4% of portfolio
|
Q4 2023
Reduced 0.18%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
354,362
shares
|
$15.5 Million
0.39% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
353,187
shares
|
$15.5 Million
2.48% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Seeds Investor LLC
New York, NY |
Jan 27, 2026 Q4 2025 |
349,515
shares
|
$15.3 Million
2.98% of portfolio
|
Q4 2025
Added 12.4%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
349,062
shares
|
$15.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
348,475
shares
|
$15.2 Million
5.43% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
346,256
shares
|
$15.2 Million
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
344,481
shares
|
$15.1 Million
0.49% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
342,208
shares
|
$15 Million
2.51% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Comerica Bank
|
Jan 29, 2026 Q4 2025 |
342,022
shares
|
$15 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
334,841
shares
|
$14.7 Million
4.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jan 27, 2026 Q4 2025 |
331,650
shares
|
$14.5 Million
2.47% of portfolio
|
Q4 2025
Added 3.05%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
319,162
shares
|
$14 Million
6.37% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
318,848
shares
|
$14 Million
0.13% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Jan 23, 2026 Q4 2025 |
315,518
shares
|
$13.8 Million
3.5% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 29, 2026 Q4 2025 |
311,809
shares
|
$13.6 Million
0.08% of portfolio
|
Q4 2025
Reduced 1.87%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
310,948
shares
|
$13.6 Million
0.06% of portfolio
|
Q3 2025
Added 4.63%
|
|