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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
50,148
shares
|
$2.07 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
49,969
shares
|
$2.06 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
48,971
shares
|
$2.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
48,321
shares
|
$1.99 Million
0.23% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
48,102
shares
|
$1.98 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
46,963
shares
|
$1.93 Million
1.17% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
46,587
shares
|
$1.92 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
46,417
shares
|
$1.91 Million
1.0% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
46,088
shares
|
$1.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
45,603
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2022
Added 29.47%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
45,428
shares
|
$1.87 Million
1.14% of portfolio
|
Q1 2024
Reduced 13.62%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
45,389
shares
|
$1.87 Million
0.16% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
45,166
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
45,059
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
44,779
shares
|
$1.84 Million
0.31% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,509
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
43,839
shares
|
$1.81 Million
0.17% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
43,462
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Reduced 48.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
43,331
shares
|
$1.79 Million
0.85% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
43,325
shares
|
$1.78 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
43,074
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
42,863
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
42,386
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
42,254
shares
|
$1.74 Million
0.26% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
42,139
shares
|
$1.74 Million
1.24% of portfolio
|
Q2 2025
Added 53.09%
|