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 |
|---|---|---|---|---|---|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
17,090
shares
|
$704,108
0.72% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
17,016
shares
|
$701,059
0.05% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
16,778
shares
|
$691,253
0.37% of portfolio
|
Q1 2025
Added 76.07%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
16,716
shares
|
$688,699
0.25% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
16,657
shares
|
$686,268
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
16,586
shares
|
$683,343
0.25% of portfolio
|
Q2 2025
Added 135.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
16,580
shares
|
$683,096
0.02% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
16,540
shares
|
$681,448
1.31% of portfolio
|
Q2 2025
Reduced 33.99%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
16,505
shares
|
$680,006
0.21% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
16,217
shares
|
$668,140
0.01% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
15,801
shares
|
$651,001
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,565
shares
|
$641,278
0.13% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
15,540
shares
|
$640,248
0.19% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
15,500
shares
|
$638,600
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
15,468
shares
|
$637,281
0.01% of portfolio
|
Q2 2025
Added 3949.21%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
15,426
shares
|
$635,551
0.44% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
15,420
shares
|
$635,304
0.44% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
15,398
shares
|
$634,397
0.43% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
15,100
shares
|
$622,120
0.06% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,083
shares
|
$621,419
0.0% of portfolio
|
Q1 2025
Added 130.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
15,077
shares
|
$621,172
0.01% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
14,917
shares
|
$614,580
0.01% of portfolio
|
Q4 2022
Added 1929.52%
|
|
|
Bck Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
14,913
shares
|
$614,415
0.35% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
14,906
shares
|
$614,127
0.02% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
14,808
shares
|
$610,089
0.0% of portfolio
|
Q2 2025
Added 52.36%
|