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 1,191 institutions that hold shares in the stock, with a total of 608 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
793,063
shares
|
$34.7 Million
2.0% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
792,166
shares
|
$34.7 Million
6.96% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
783,409
shares
|
$34.3 Million
2.52% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
761,501
shares
|
$33.3 Million
6.24% of portfolio
|
Q3 2025
Added 25.16%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
741,627
shares
|
$32.5 Million
1.85% of portfolio
|
Q3 2025
Added 16.68%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
724,901
shares
|
$31.7 Million
8.32% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
723,416
shares
|
$31.7 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
723,132
shares
|
$31.6 Million
4.5% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
723,054
shares
|
$31.6 Million
7.45% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
706,610
shares
|
$30.9 Million
0.67% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
698,573
shares
|
$30.6 Million
4.21% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
696,237
shares
|
$30.5 Million
5.41% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
687,855
shares
|
$30.1 Million
0.04% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
678,050
shares
|
$29.7 Million
5.95% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
672,488
shares
|
$29.4 Million
11.24% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
663,535
shares
|
$29 Million
7.49% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
661,477
shares
|
$28.9 Million
14.3% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
659,046
shares
|
$28.8 Million
0.05% of portfolio
|
Q3 2025
Added 34.21%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
658,464
shares
|
$28.8 Million
9.72% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
648,619
shares
|
$28.4 Million
0.47% of portfolio
|
Q3 2022
Added 45.06%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
647,189
shares
|
$28.3 Million
1.73% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
645,704
shares
|
$28.3 Million
2.33% of portfolio
|
Q3 2025
Added 31.82%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
645,427
shares
|
$28.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 11.91%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
629,547
shares
|
$27.5 Million
0.85% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
628,957
shares
|
$27.5 Million
0.26% of portfolio
|
Q2 2022
Reduced 77.65%
|
|