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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
10,110
shares
|
$416,532
0.18% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
10,040
shares
|
$413,648
0.19% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
10,006
shares
|
$412,247
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
9,989
shares
|
$411,546
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,988
shares
|
$411,505
0.07% of portfolio
|
Q2 2025
Added 37.37%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
9,951
shares
|
$409,981
0.03% of portfolio
|
Q1 2025
Added 380.72%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
9,914
shares
|
$408,456
0.29% of portfolio
|
Q2 2025
Added 42.67%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
9,899
shares
|
$407,838
0.01% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
9,882
shares
|
$407,138
0.01% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
9,849
shares
|
$405,778
0.12% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
9,805
shares
|
$403,966
0.01% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
9,800
shares
|
$403,760
0.04% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
9,780
shares
|
$402,936
0.21% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
9,779
shares
|
$402,894
0.03% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
9,696
shares
|
$399,475
0.15% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
9,634
shares
|
$396,920
0.0% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
9,596
shares
|
$395,355
0.1% of portfolio
|
Q2 2025
Added 49.68%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
9,562
shares
|
$393,954
0.0% of portfolio
|
Q4 2024
Reduced 46.28%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
9,555
shares
|
$393,666
0.31% of portfolio
|
Q2 2025
Reduced 32.69%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
9,489
shares
|
$390,946
0.19% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Vantage Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,460
shares
|
$389,752
0.03% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
9,423
shares
|
$388,227
0.19% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,415
shares
|
$387,898
0.01% of portfolio
|
Q2 2025
Added 43.96%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
9,415
shares
|
$387,898
0.05% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
9,352
shares
|
$385,302
0.02% of portfolio
|
Q2 2025
Reduced 0.33%
|