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 |
|---|---|---|---|---|---|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,313
shares
|
$383,695
0.25% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
9,213
shares
|
$379,575
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
9,152
shares
|
$377,062
0.22% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
9,016
shares
|
$371,459
0.21% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
8,970
shares
|
$369,564
0.03% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
8,921
shares
|
$367,545
0.23% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
8,920
shares
|
$367,504
0.07% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
8,911
shares
|
$367,133
0.12% of portfolio
|
Q2 2025
Reduced 51.93%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
8,857
shares
|
$364,908
0.13% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
8,783
shares
|
$361,859
0.29% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,782
shares
|
$361,818
0.0% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
8,755
shares
|
$360,706
0.03% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
8,709
shares
|
$358,810
0.12% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
8,704
shares
|
$358,604
0.03% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
8,701
shares
|
$358,481
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
8,692
shares
|
$358,110
0.04% of portfolio
|
Q2 2025
Reduced 74.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,688
shares
|
$357,945
0.02% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
8,661
shares
|
$356,833
0.15% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,584
shares
|
$353,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
8,570
shares
|
$353,084
0.0% of portfolio
|
Q2 2025
Added 44.15%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
8,558
shares
|
$352,589
0.12% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
8,499
shares
|
$350,158
0.16% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
8,476
shares
|
$349,211
0.01% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,381
shares
|
$345,297
0.03% of portfolio
|
Q2 2025
Added 38.41%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
8,376
shares
|
$345,091
0.81% of portfolio
|
Q2 2025
Reduced 1.23%
|