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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
11,243
shares
|
$463,211
0.07% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
11,238
shares
|
$463,005
0.13% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
11,235
shares
|
$462,882
0.44% of portfolio
|
Q1 2025
Reduced 18.03%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
11,209
shares
|
$461,810
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
11,143
shares
|
$459,091
0.19% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
11,040
shares
|
$454,848
0.08% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
10,980
shares
|
$452,376
0.19% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,954
shares
|
$451,304
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
10,920
shares
|
$449,904
0.03% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
10,900
shares
|
$449,080
0.16% of portfolio
|
Q2 2025
Reduced 46.13%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,843
shares
|
$446,731
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
10,769
shares
|
$443,682
0.03% of portfolio
|
Q2 2025
Added 95.3%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
10,761
shares
|
$443,353
0.03% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
10,704
shares
|
$441,004
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,632
shares
|
$438,038
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,490
shares
|
$432,188
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
10,484
shares
|
$431,940
0.02% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
10,363
shares
|
$426,955
0.01% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
10,361
shares
|
$426,873
0.43% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
10,318
shares
|
$425,101
0.17% of portfolio
|
Q2 2025
Reduced 94.37%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
10,235
shares
|
$421,682
0.03% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
10,206
shares
|
$420,487
0.03% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,202
shares
|
$420,322
0.03% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
10,188
shares
|
$419,745
0.07% of portfolio
|
Q2 2025
Reduced 42.91%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
10,169
shares
|
$418,962
0.05% of portfolio
|
Q2 2025
New holding
|