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 |
|---|---|---|---|---|---|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
144,833
shares
|
$5.97 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
144,815
shares
|
$5.97 Million
4.47% of portfolio
|
Q2 2025
Added 30.6%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
144,805
shares
|
$5.97 Million
0.17% of portfolio
|
Q2 2025
Added 28.49%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
144,194
shares
|
$5.94 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
143,105
shares
|
$5.9 Million
1.82% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
142,066
shares
|
$5.85 Million
5.05% of portfolio
|
Q2 2025
Added 8.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
140,821
shares
|
$5.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
139,959
shares
|
$5.77 Million
0.25% of portfolio
|
Q2 2025
Added 57.27%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
139,581
shares
|
$5.75 Million
0.45% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
137,724
shares
|
$5.67 Million
2.35% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
135,739
shares
|
$5.59 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
135,367
shares
|
$5.58 Million
2.44% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
134,097
shares
|
$5.52 Million
3.32% of portfolio
|
Q2 2025
Added 28.62%
|
|
|
Fairfield University
|
Aug 11, 2025 Q2 2025 |
133,924
shares
|
$5.52 Million
2.99% of portfolio
|
Q2 2025
Reduced 80.91%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
133,646
shares
|
$5.51 Million
0.3% of portfolio
|
Q2 2025
Added 50.88%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
133,128
shares
|
$5.48 Million
0.93% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
132,119
shares
|
$5.44 Million
1.03% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
131,420
shares
|
$5.41 Million
2.0% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
131,162
shares
|
$5.4 Million
0.78% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
130,206
shares
|
$5.36 Million
3.59% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
129,954
shares
|
$5.35 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
129,931
shares
|
$5.35 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
129,419
shares
|
$5.33 Million
4.06% of portfolio
|
Q1 2025
Added 114.86%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
128,294
shares
|
$5.29 Million
2.5% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
128,270
shares
|
$5.28 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.06%
|