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 |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
74,289
shares
|
$3.06 Million
1.27% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
74,058
shares
|
$3.05 Million
1.0% of portfolio
|
Q3 2023
Added 2.12%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
73,966
shares
|
$3.05 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
73,602
shares
|
$3.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 65.31%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
73,496
shares
|
$3.03 Million
0.36% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
72,182
shares
|
$2.97 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
71,561
shares
|
$2.95 Million
1.12% of portfolio
|
Q1 2025
Reduced 79.61%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
71,545
shares
|
$2.95 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
70,495
shares
|
$2.9 Million
2.88% of portfolio
|
Q2 2025
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
69,944
shares
|
$2.88 Million
1.22% of portfolio
|
Q2 2025
Added 8.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
69,849
shares
|
$2.88 Million
0.07% of portfolio
|
Q2 2025
Reduced 65.64%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
69,213
shares
|
$2.85 Million
1.81% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
68,123
shares
|
$2.81 Million
0.36% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
67,398
shares
|
$2.78 Million
0.12% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
66,966
shares
|
$2.76 Million
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
66,378
shares
|
$2.73 Million
1.8% of portfolio
|
Q2 2025
Reduced 44.25%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
65,900
shares
|
$2.72 Million
1.02% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
65,811
shares
|
$2.71 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
64,339
shares
|
$2.65 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
64,205
shares
|
$2.65 Million
1.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
63,213
shares
|
$2.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
63,059
shares
|
$2.6 Million
0.04% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
62,488
shares
|
$2.57 Million
1.08% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
62,452
shares
|
$2.57 Million
0.32% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
62,387
shares
|
$2.57 Million
0.27% of portfolio
|
Q2 2025
Added 15.29%
|