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 1,145 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
168,668
shares
|
$6.95 Million
3.35% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
168,515
shares
|
$6.94 Million
0.56% of portfolio
|
Q2 2025
Added 230.17%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
167,545
shares
|
$6.9 Million
0.12% of portfolio
|
Q2 2025
Added 17.54%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
167,471
shares
|
$6.9 Million
5.8% of portfolio
|
Q2 2025
Added 50.09%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
166,949
shares
|
$6.88 Million
0.57% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$6.85 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
166,160
shares
|
$6.85 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
164,462
shares
|
$6.78 Million
0.59% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
164,165
shares
|
$6.76 Million
0.41% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
163,131
shares
|
$6.72 Million
3.17% of portfolio
|
Q2 2025
Added 97.81%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
163,036
shares
|
$6.72 Million
1.2% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
160,665
shares
|
$6.62 Million
0.24% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
152,557
shares
|
$6.29 Million
3.12% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
152,346
shares
|
$6.28 Million
0.74% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
151,811
shares
|
$6.25 Million
1.55% of portfolio
|
Q1 2025
Added 45.0%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
151,107
shares
|
$6.23 Million
1.49% of portfolio
|
Q2 2025
Reduced 60.61%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
150,419
shares
|
$6.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.55%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
150,138
shares
|
$6.19 Million
0.82% of portfolio
|
Q3 2024
Added 41.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
150,079
shares
|
$6.18 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
149,435
shares
|
$6.16 Million
1.56% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,425
shares
|
$6.16 Million
0.12% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
148,795
shares
|
$6.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
148,590
shares
|
$6.12 Million
0.47% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
147,664
shares
|
$6.08 Million
5.08% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
147,304
shares
|
$6.07 Million
1.91% of portfolio
|
Q2 2025
Reduced 0.41%
|