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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
13,086
shares
|
$539,143
0.4% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
13,069
shares
|
$538,442
0.11% of portfolio
|
Q2 2025
Reduced 68.36%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
12,998
shares
|
$535,517
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
12,933
shares
|
$532,839
0.05% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
12,812
shares
|
$527,854
0.3% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
12,811
shares
|
$527,813
0.17% of portfolio
|
Q2 2025
Reduced 43.35%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
12,670
shares
|
$522,004
0.08% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
12,541
shares
|
$516,689
0.38% of portfolio
|
Q4 2024
Added 198.31%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
12,518
shares
|
$515,741
0.35% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,373
shares
|
$509,767
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
12,129
shares
|
$499,714
0.4% of portfolio
|
Q3 2024
Reduced 70.6%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
12,114
shares
|
$499,096
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
12,087
shares
|
$497,984
0.06% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
12,066
shares
|
$497,119
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
12,042
shares
|
$496,130
0.05% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,979
shares
|
$493,534
0.03% of portfolio
|
Q1 2022
Reduced 2.07%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
11,967
shares
|
$493,040
0.6% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
11,939
shares
|
$491,886
0.11% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
11,916
shares
|
$490,939
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
11,798
shares
|
$486,077
0.12% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
11,710
shares
|
$482,452
0.39% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
11,632
shares
|
$479,238
0.02% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
11,623
shares
|
$478,867
0.16% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
11,565
shares
|
$476,478
0.27% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
11,528
shares
|
$474,953
0.21% of portfolio
|
Q2 2025
Added 0.68%
|