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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
55,979
shares
|
$2.31 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
55,622
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
55,598
shares
|
$2.29 Million
1.76% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
55,337
shares
|
$2.28 Million
0.18% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
55,306
shares
|
$2.28 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
55,305
shares
|
$2.28 Million
1.15% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
54,723
shares
|
$2.25 Million
0.62% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
54,527
shares
|
$2.25 Million
0.09% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
54,459
shares
|
$2.24 Million
0.18% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
54,433
shares
|
$2.24 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
53,674
shares
|
$2.21 Million
0.81% of portfolio
|
Q2 2025
Reduced 28.55%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
53,579
shares
|
$2.21 Million
1.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
53,354
shares
|
$2.2 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
53,036
shares
|
$2.19 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
52,252
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
52,237
shares
|
$2.15 Million
1.07% of portfolio
|
Q2 2025
Reduced 36.4%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
51,780
shares
|
$2.13 Million
0.37% of portfolio
|
Q2 2025
Added 688.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
51,525
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
51,311
shares
|
$2.11 Million
0.21% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
50,850
shares
|
$2.1 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
50,769
shares
|
$2.09 Million
0.9% of portfolio
|
Q2 2025
Reduced 70.05%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
50,766
shares
|
$2.09 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
50,643
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.66%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
50,559
shares
|
$2.08 Million
0.31% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
50,501
shares
|
$2.08 Million
1.81% of portfolio
|
Q2 2025
Added 0.72%
|