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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
290,092
shares
|
$12.6 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
286,814
shares
|
$12.4 Million
2.14% of portfolio
|
Q2 2025
Added 34.06%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
281,022
shares
|
$12.2 Million
0.06% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
276,625
shares
|
$12 Million
3.18% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
276,169
shares
|
$12 Million
0.13% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
275,994
shares
|
$11.9 Million
5.63% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
274,784
shares
|
$11.9 Million
1.59% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
273,069
shares
|
$11.8 Million
0.16% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
269,316
shares
|
$11.7 Million
4.47% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
266,198
shares
|
$11.5 Million
0.66% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
261,790
shares
|
$11.3 Million
0.01% of portfolio
|
Q2 2025
Added 111.8%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
259,233
shares
|
$11.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
256,216
shares
|
$11.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
252,687
shares
|
$10.9 Million
8.19% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
250,661
shares
|
$10.8 Million
0.46% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
248,122
shares
|
$10.7 Million
8.5% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
247,426
shares
|
$10.7 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
247,129
shares
|
$10.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 30.57%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
244,726
shares
|
$10.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
244,609
shares
|
$10.6 Million
2.33% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
243,477
shares
|
$10.5 Million
0.17% of portfolio
|
Q3 2025
Added 45.32%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
239,951
shares
|
$10.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
239,200
shares
|
$10.4 Million
1.3% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
236,857
shares
|
$10.3 Million
0.24% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
236,817
shares
|
$10.2 Million
7.33% of portfolio
|
Q1 2025
Added 462.71%
|