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 |
|---|---|---|---|---|---|
|
Life Planning Partners, Inc
|
Jul 21, 2025 Q2 2025 |
87,061
shares
|
$3.59 Million
2.94% of portfolio
|
Q4 2024
Reduced 97.07%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
86,755
shares
|
$3.57 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
85,427
shares
|
$3.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
85,385
shares
|
$3.52 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
84,298
shares
|
$3.47 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
84,206
shares
|
$3.47 Million
0.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
83,912
shares
|
$3.46 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
83,368
shares
|
$3.43 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
83,252
shares
|
$3.43 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
83,075
shares
|
$3.42 Million
0.35% of portfolio
|
Q2 2025
Added 445.47%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
81,994
shares
|
$3.38 Million
3.19% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
81,497
shares
|
$3.36 Million
0.89% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
81,222
shares
|
$3.35 Million
0.19% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
81,163
shares
|
$3.34 Million
1.01% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
80,985
shares
|
$3.34 Million
2.63% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
80,830
shares
|
$3.33 Million
0.04% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
79,708
shares
|
$3.28 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
79,116
shares
|
$3.26 Million
2.75% of portfolio
|
Q2 2025
Reduced 24.05%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
77,877
shares
|
$3.21 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
77,385
shares
|
$3.19 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
77,263
shares
|
$3.18 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
76,578
shares
|
$3.16 Million
1.71% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
76,195
shares
|
$3.14 Million
0.83% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
76,069
shares
|
$3.13 Million
4.12% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
74,891
shares
|
$3.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.98%
|