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 1,144 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
3,062,999
shares
|
$126 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,996,341
shares
|
$123 Million
7.48% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
2,989,580
shares
|
$123 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,801,092
shares
|
$115 Million
1.63% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,794,885
shares
|
$115 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,663,730
shares
|
$110 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,630,385
shares
|
$108 Million
0.14% of portfolio
|
Q2 2025
Added 39.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,524,853
shares
|
$104 Million
2.56% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,382,482
shares
|
$98.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
2,372,040
shares
|
$97.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,292,932
shares
|
$94.5 Million
0.81% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,271,295
shares
|
$93.6 Million
3.83% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
2,177,842
shares
|
$89.7 Million
17.72% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,112,631
shares
|
$87 Million
1.94% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,087,321
shares
|
$86 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,056,107
shares
|
$84.7 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,025,569
shares
|
$83.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,021,931
shares
|
$83.3 Million
6.33% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,995,889
shares
|
$82.2 Million
7.83% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,875,425
shares
|
$77.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,848,872
shares
|
$76.2 Million
0.22% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
1,839,004
shares
|
$75.8 Million
1.83% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,813,687
shares
|
$74.7 Million
3.45% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,785,634
shares
|
$73.6 Million
6.81% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
1,737,287
shares
|
$71.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 47.1%
|