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 1,192 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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
150,079
shares
|
$6.57 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
150,033
shares
|
$6.57 Million
0.14% of portfolio
|
Q3 2025
Reduced 48.74%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
149,428
shares
|
$6.54 Million
1.55% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
149,425
shares
|
$6.54 Million
0.12% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
148,446
shares
|
$6.5 Million
1.86% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
145,571
shares
|
$6.37 Million
2.38% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
145,378
shares
|
$6.36 Million
0.26% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,194
shares
|
$6.31 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
142,113
shares
|
$6.22 Million
0.71% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
140,909
shares
|
$6.17 Million
0.96% of portfolio
|
Q3 2025
Reduced 50.63%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
139,490
shares
|
$6.1 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
138,870
shares
|
$6.08 Million
5.01% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
138,381
shares
|
$6.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
135,739
shares
|
$5.94 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
135,629
shares
|
$5.94 Million
4.78% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
135,367
shares
|
$5.92 Million
2.44% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
134,588
shares
|
$5.89 Million
0.6% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
134,527
shares
|
$5.89 Million
3.59% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
133,951
shares
|
$5.86 Million
3.55% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
132,613
shares
|
$5.8 Million
2.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
132,512
shares
|
$5.8 Million
0.16% of portfolio
|
Q3 2025
Added 32.56%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
131,531
shares
|
$5.76 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
131,493
shares
|
$5.75 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
131,474
shares
|
$5.75 Million
0.01% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
129,954
shares
|
$5.69 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.31%
|
|