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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
428,420
shares
|
$17.7 Million
0.2% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
427,208
shares
|
$17.6 Million
4.27% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
424,742
shares
|
$17.5 Million
5.88% of portfolio
|
Q2 2025
Added 42.4%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
422,738
shares
|
$17.4 Million
8.08% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
417,799
shares
|
$17.2 Million
0.52% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
409,156
shares
|
$16.9 Million
0.74% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
404,032
shares
|
$16.6 Million
5.07% of portfolio
|
Q2 2025
Added 36.33%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jul 30, 2025 Q2 2025 |
402,429
shares
|
$16.6 Million
4.09% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
402,085
shares
|
$16.6 Million
0.65% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
402,017
shares
|
$16.6 Million
0.47% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
397,532
shares
|
$16.4 Million
6.05% of portfolio
|
Q2 2025
Added 61.82%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
392,423
shares
|
$16.2 Million
3.06% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
385,084
shares
|
$15.9 Million
0.17% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
384,000
shares
|
$15.8 Million
1.91% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
383,847
shares
|
$15.8 Million
1.41% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
382,438
shares
|
$15.8 Million
9.49% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
378,855
shares
|
$15.6 Million
9.92% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
377,711
shares
|
$15.6 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
376,439
shares
|
$15.5 Million
6.71% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
373,469
shares
|
$15.4 Million
0.98% of portfolio
|
Q4 2023
Added 1.56%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
372,603
shares
|
$15.4 Million
7.31% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
369,949
shares
|
$15.2 Million
0.58% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
363,227
shares
|
$15 Million
1.62% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
362,546
shares
|
$14.9 Million
2.16% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
356,188
shares
|
$14.7 Million
1.4% of portfolio
|
Q4 2023
Reduced 0.18%
|