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 1,144 institutions that hold shares in the stock, with a total of 577 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,678,854
shares
|
$69.2 Million
10.47% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,610,586
shares
|
$66.4 Million
0.01% of portfolio
|
Q2 2025
Added 258.22%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,595,482
shares
|
$65.7 Million
12.25% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,580,442
shares
|
$65.1 Million
0.01% of portfolio
|
Q2 2025
Added 85.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,571,651
shares
|
$64.8 Million
0.97% of portfolio
|
Q2 2024
Added 462.64%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,565,077
shares
|
$64.5 Million
3.35% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,562,638
shares
|
$64.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 44.63%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,558,485
shares
|
$64.2 Million
0.58% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,554,455
shares
|
$64 Million
4.34% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
1,511,472
shares
|
$62.3 Million
5.19% of portfolio
|
Q2 2025
Added 428.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,479,245
shares
|
$60.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,395,890
shares
|
$57.5 Million
0.13% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,390,541
shares
|
$57.3 Million
1.29% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
1,369,787
shares
|
$56.4 Million
16.53% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,348,914
shares
|
$55.6 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,340,880
shares
|
$55.2 Million
0.17% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,318,472
shares
|
$54.3 Million
0.76% of portfolio
|
Q2 2025
Added 29.83%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
1,276,782
shares
|
$52.6 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,242,649
shares
|
$51.2 Million
8.06% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,188,093
shares
|
$48.9 Million
1.15% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,109,294
shares
|
$45.7 Million
4.5% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
1,106,640
shares
|
$45.6 Million
0.96% of portfolio
|
Q2 2025
Added 37.34%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,085,621
shares
|
$44.7 Million
2.93% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,053,989
shares
|
$43.4 Million
5.04% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
1,051,949
shares
|
$43.3 Million
5.72% of portfolio
|
Q2 2025
Added 17.53%
|