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 |
|---|---|---|---|---|---|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
96,578
shares
|
$3.98 Million
0.11% of portfolio
|
Q2 2025
Reduced 79.96%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
96,345
shares
|
$3.97 Million
1.76% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
96,213
shares
|
$3.96 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
95,257
shares
|
$3.92 Million
0.7% of portfolio
|
Q2 2025
Reduced 29.4%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
95,206
shares
|
$3.92 Million
1.88% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
95,099
shares
|
$3.92 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
94,543
shares
|
$3.9 Million
1.31% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
94,532
shares
|
$3.89 Million
1.44% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
93,822
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Added 33.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
93,770
shares
|
$3.86 Million
0.13% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
93,420
shares
|
$3.85 Million
2.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
92,814
shares
|
$3.82 Million
0.48% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
92,378
shares
|
$3.81 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
91,629
shares
|
$3.78 Million
1.76% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
91,057
shares
|
$3.75 Million
0.74% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Jrm Investment Counsel, LLC
|
Aug 13, 2025 Q2 2025 |
90,851
shares
|
$3.74 Million
1.18% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
90,542
shares
|
$3.73 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
90,502
shares
|
$3.73 Million
0.37% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
90,181
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
89,258
shares
|
$3.68 Million
0.69% of portfolio
|
Q2 2025
Added 531.92%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
89,217
shares
|
$3.68 Million
0.17% of portfolio
|
Q2 2025
Added 39.0%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
89,077
shares
|
$3.67 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
89,039
shares
|
$3.67 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
88,496
shares
|
$3.65 Million
3.13% of portfolio
|
Q2 2022
Added 0.58%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
87,582
shares
|
$3.61 Million
1.52% of portfolio
|
Q2 2025
Added 0.64%
|