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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
769,580
shares
|
$31.7 Million
2.51% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
765,959
shares
|
$31.6 Million
2.23% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
754,231
shares
|
$31.1 Million
6.15% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
747,947
shares
|
$30.8 Million
6.22% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
738,789
shares
|
$30.4 Million
1.9% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
738,744
shares
|
$30.4 Million
9.07% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
733,191
shares
|
$30.2 Million
5.61% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
732,670
shares
|
$30.2 Million
0.27% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
708,918
shares
|
$29.2 Million
4.04% of portfolio
|
Q2 2025
Added 498.97%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
703,776
shares
|
$29 Million
7.41% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
690,437
shares
|
$28.4 Million
0.66% of portfolio
|
Q2 2025
Reduced 32.46%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
686,303
shares
|
$28.3 Million
0.04% of portfolio
|
Q2 2025
Added 145.98%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
683,161
shares
|
$28.1 Million
4.11% of portfolio
|
Q2 2025
Added 27.42%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
683,161
shares
|
$28.1 Million
4.16% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
682,694
shares
|
$28.1 Million
0.05% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
667,882
shares
|
$27.5 Million
5.91% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
661,727
shares
|
$27.3 Million
14.83% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
658,015
shares
|
$27.1 Million
7.64% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
648,619
shares
|
$26.7 Million
0.47% of portfolio
|
Q3 2022
Added 45.06%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
647,189
shares
|
$26.7 Million
1.73% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
635,596
shares
|
$26.2 Million
1.52% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
632,745
shares
|
$26.1 Million
0.8% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
628,957
shares
|
$25.9 Million
0.26% of portfolio
|
Q2 2022
Reduced 77.65%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
626,791
shares
|
$25.8 Million
1.49% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
620,192
shares
|
$25.6 Million
8.89% of portfolio
|
Q2 2025
Reduced 3.57%
|