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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,026,614
shares
|
$42.3 Million
1.63% of portfolio
|
Q2 2025
Added 22913.09%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,015,227
shares
|
$41.8 Million
0.44% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
1,008,209
shares
|
$41.5 Million
4.01% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
1,006,361
shares
|
$41.5 Million
7.34% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
1,000,430
shares
|
$41.2 Million
4.58% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
982,134
shares
|
$40.5 Million
0.05% of portfolio
|
Q2 2025
Added 95.33%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
970,305
shares
|
$40 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
963,759
shares
|
$39.7 Million
0.47% of portfolio
|
Q2 2025
Added 289.51%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
953,060
shares
|
$39.3 Million
3.28% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
932,870
shares
|
$38.4 Million
5.16% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
927,175
shares
|
$38.2 Million
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
923,950
shares
|
$38.1 Million
5.62% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
907,233
shares
|
$37.4 Million
12.91% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
906,904
shares
|
$37.4 Million
8.89% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
906,065
shares
|
$37.3 Million
7.62% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
901,955
shares
|
$37.2 Million
5.73% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
885,540
shares
|
$36.5 Million
0.55% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
871,639
shares
|
$35.9 Million
0.91% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
863,857
shares
|
$35.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 32.11%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
850,485
shares
|
$35 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
842,980
shares
|
$34.7 Million
8.08% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
822,837
shares
|
$33.9 Million
6.98% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
821,016
shares
|
$33.8 Million
1.72% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
783,624
shares
|
$32.3 Million
0.97% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
782,790
shares
|
$32.3 Million
2.26% of portfolio
|
Q2 2025
Added 1.41%
|