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 1,191 institutions that hold shares in the stock, with a total of 608 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
298,322
shares
|
$13.1 Million
3.14% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
297,133
shares
|
$13 Million
4.21% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Fairfield University
|
Nov 07, 2025 Q3 2025 |
296,115
shares
|
$13 Million
6.28% of portfolio
|
Q3 2025
Added 121.11%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
293,009
shares
|
$12.8 Million
5.26% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
292,287
shares
|
$12.8 Million
1.09% of portfolio
|
Q3 2025
Added 43.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
290,092
shares
|
$12.7 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
286,527
shares
|
$12.5 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
278,664
shares
|
$12.2 Million
4.22% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
277,011
shares
|
$12.1 Million
5.7% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
276,169
shares
|
$12.1 Million
0.14% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
275,270
shares
|
$12 Million
3.06% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
274,784
shares
|
$12 Million
1.59% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
266,198
shares
|
$11.6 Million
0.66% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
259,233
shares
|
$11.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
256,413
shares
|
$11.2 Million
0.25% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
256,216
shares
|
$11.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
256,012
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
252,687
shares
|
$11.1 Million
8.19% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
252,173
shares
|
$11 Million
1.32% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
250,661
shares
|
$11 Million
0.46% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
248,122
shares
|
$10.9 Million
8.5% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
247,129
shares
|
$10.8 Million
0.67% of portfolio
|
Q3 2025
Reduced 30.57%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
246,281
shares
|
$10.8 Million
1.01% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
244,726
shares
|
$10.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
243,477
shares
|
$10.7 Million
0.17% of portfolio
|
Q3 2025
Added 45.32%
|
|