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 |
|---|---|---|---|---|---|
|
Vested Financial Planning, LLC
San Carlos, CA |
Jul 21, 2025 Q2 2025 |
128,197
shares
|
$5.28 Million
4.62% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
127,107
shares
|
$5.24 Million
1.99% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
126,635
shares
|
$5.22 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
124,932
shares
|
$5.15 Million
3.5% of portfolio
|
Q2 2025
New holding
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
124,905
shares
|
$5.15 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
124,454
shares
|
$5.13 Million
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
124,170
shares
|
$5.12 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
123,617
shares
|
$5.09 Million
0.56% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
122,335
shares
|
$5.04 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
122,124
shares
|
$5.03 Million
0.07% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
119,187
shares
|
$4.91 Million
0.67% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
118,212
shares
|
$4.87 Million
1.71% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
117,828
shares
|
$4.85 Million
1.86% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
117,593
shares
|
$4.84 Million
0.35% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
117,568
shares
|
$4.84 Million
0.05% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
117,221
shares
|
$4.83 Million
3.75% of portfolio
|
Q2 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
115,996
shares
|
$4.78 Million
0.99% of portfolio
|
Q2 2025
Added 569.26%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
115,468
shares
|
$4.76 Million
4.26% of portfolio
|
Q2 2025
Reduced 28.9%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
114,832
shares
|
$4.73 Million
1.66% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
114,675
shares
|
$4.72 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
113,871
shares
|
$4.69 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
113,205
shares
|
$4.66 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
112,970
shares
|
$4.65 Million
0.95% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
110,830
shares
|
$4.57 Million
0.18% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
110,003
shares
|
$4.53 Million
0.49% of portfolio
|
Q3 2024
New holding
|