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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
21,598
shares
|
$889,837
0.2% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
21,561
shares
|
$888,313
0.05% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
21,369
shares
|
$880,402
0.09% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
21,309
shares
|
$877,930
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,255
shares
|
$875,706
0.02% of portfolio
|
Q2 2020
Added 10.81%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
21,089
shares
|
$868,866
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
21,024
shares
|
$866,188
0.04% of portfolio
|
Q2 2025
Added 127.66%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
20,957
shares
|
$863,428
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
20,843
shares
|
$858,731
0.51% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
20,833
shares
|
$858,319
0.03% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
20,569
shares
|
$847,442
0.0% of portfolio
|
Q2 2025
Reduced 55.83%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
20,403
shares
|
$840,603
0.0% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
20,195
shares
|
$832,034
0.12% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
20,082
shares
|
$827,378
0.35% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,068
shares
|
$826,801
0.05% of portfolio
|
Q2 2025
Reduced 46.47%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
19,795
shares
|
$815,554
0.07% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
19,703
shares
|
$811,763
0.03% of portfolio
|
Q2 2025
Added 183.9%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
19,625
shares
|
$808,550
0.68% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
19,611
shares
|
$807,973
0.15% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
19,604
shares
|
$807,684
0.41% of portfolio
|
Q3 2024
Reduced 33.15%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
19,590
shares
|
$807,108
0.81% of portfolio
|
Q2 2024
Added 4.23%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
19,460
shares
|
$801,752
0.14% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
19,404
shares
|
$799,444
0.24% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
19,396
shares
|
$799,115
0.6% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
19,194
shares
|
$790,792
0.55% of portfolio
|
Q2 2025
Reduced 10.27%
|