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 |
|---|---|---|---|---|---|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
36,286
shares
|
$1.49 Million
0.47% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
36,053
shares
|
$1.49 Million
0.85% of portfolio
|
Q2 2022
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
35,925
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
35,856
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
35,646
shares
|
$1.47 Million
0.22% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
35,425
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
35,390
shares
|
$1.46 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
35,362
shares
|
$1.46 Million
0.67% of portfolio
|
Q2 2025
Added 31.02%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
35,325
shares
|
$1.46 Million
0.52% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
34,467
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
34,409
shares
|
$1.42 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
33,830
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
33,723
shares
|
$1.39 Million
0.47% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
33,560
shares
|
$1.38 Million
0.62% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
33,078
shares
|
$1.36 Million
0.43% of portfolio
|
Q2 2025
Added 103.33%
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
32,598
shares
|
$1.34 Million
0.7% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
32,513
shares
|
$1.34 Million
1.5% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
32,354
shares
|
$1.33 Million
1.36% of portfolio
|
Q2 2025
Reduced 13.38%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
31,869
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 30.51%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
31,845
shares
|
$1.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
31,453
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
31,446
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
31,389
shares
|
$1.29 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
31,302
shares
|
$1.29 Million
0.56% of portfolio
|
Q2 2025
Added 187.7%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
31,181
shares
|
$1.28 Million
0.33% of portfolio
|
Q2 2025
Added 0.96%
|