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 1,191 institutions that hold shares in the stock, with a total of 608 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,409,845
shares
|
$149 Million
0.05% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
3,374,580
shares
|
$148 Million
15.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,339,433
shares
|
$146 Million
0.67% of portfolio
|
Q2 2023
Added 7.23%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,996,341
shares
|
$131 Million
7.48% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
2,987,222
shares
|
$131 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,950,650
shares
|
$129 Million
1.71% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,894,350
shares
|
$127 Million
0.03% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,663,730
shares
|
$117 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,524,853
shares
|
$110 Million
2.56% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,492,972
shares
|
$109 Million
0.07% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,364,463
shares
|
$103 Million
0.79% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
2,295,455
shares
|
$100 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
2,173,193
shares
|
$95.1 Million
17.53% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,147,677
shares
|
$94 Million
3.56% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
2,141,699
shares
|
$93.7 Million
0.38% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
2,128,703
shares
|
$93.2 Million
1.94% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
2,096,584
shares
|
$91.7 Million
8.23% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,087,223
shares
|
$91.3 Million
0.47% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
2,018,916
shares
|
$88.3 Million
1.89% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,006,221
shares
|
$87.8 Million
0.11% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
1,997,901
shares
|
$87.4 Million
4.46% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
1,974,141
shares
|
$86.4 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
1,950,581
shares
|
$85.4 Million
3.61% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,887,861
shares
|
$82.6 Million
0.18% of portfolio
|
Q3 2025
Added 20.81%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,871,615
shares
|
$81.9 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|