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 |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
41,518
shares
|
$1.71 Million
0.6% of portfolio
|
Q2 2025
Added 22.71%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
41,501
shares
|
$1.71 Million
0.12% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
41,340
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
40,999
shares
|
$1.69 Million
0.6% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
40,355
shares
|
$1.66 Million
0.45% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
40,299
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
40,152
shares
|
$1.65 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
39,725
shares
|
$1.64 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
39,724
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Added 36.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
39,661
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2025
Added 100.2%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
39,500
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
39,409
shares
|
$1.62 Million
1.94% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
38,902
shares
|
$1.6 Million
0.73% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
38,862
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Added 322.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,795
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
37,709
shares
|
$1.55 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
37,634
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
37,528
shares
|
$1.55 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
37,310
shares
|
$1.54 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
37,203
shares
|
$1.53 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
37,188
shares
|
$1.53 Million
0.87% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
37,000
shares
|
$1.52 Million
0.91% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
36,969
shares
|
$1.52 Million
0.56% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
36,688
shares
|
$1.51 Million
0.21% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
36,297
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2025
Added 6.24%
|