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 |
|---|---|---|---|---|---|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
608,406
shares
|
$25.1 Million
6.28% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
607,058
shares
|
$25 Million
0.83% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
598,244
shares
|
$24.6 Million
0.44% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
566,317
shares
|
$23.3 Million
9.82% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
566,088
shares
|
$23.3 Million
5.31% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
557,857
shares
|
$23 Million
13.35% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
557,518
shares
|
$23 Million
1.16% of portfolio
|
Q2 2025
Added 51.53%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
549,128
shares
|
$22.6 Million
2.2% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
546,648
shares
|
$22.5 Million
6.86% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
545,176
shares
|
$22.5 Million
3.38% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
544,588
shares
|
$22.4 Million
9.34% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
537,552
shares
|
$22.1 Million
3.46% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
518,729
shares
|
$21.4 Million
0.0% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
507,962
shares
|
$20.9 Million
1.97% of portfolio
|
Q2 2025
Added 15.35%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
501,753
shares
|
$20.7 Million
1.49% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
499,966
shares
|
$20.6 Million
1.69% of portfolio
|
Q4 2023
Added 2.65%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
490,243
shares
|
$20.2 Million
0.89% of portfolio
|
Q3 2022
Added 39.21%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
489,841
shares
|
$20.2 Million
1.69% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
485,785
shares
|
$20 Million
0.11% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
478,412
shares
|
$19.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 29.06%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
473,195
shares
|
$19.5 Million
1.43% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
470,480
shares
|
$19.4 Million
0.24% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
464,450
shares
|
$19.1 Million
8.93% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
436,079
shares
|
$18 Million
0.25% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
429,080
shares
|
$17.7 Million
4.41% of portfolio
|
Q2 2025
Added 4.01%
|