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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
355,921
shares
|
$14.7 Million
0.64% of portfolio
|
Q2 2025
Added 206.03%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
353,187
shares
|
$14.6 Million
2.48% of portfolio
|
Q2 2023
Reduced 1.65%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
347,238
shares
|
$14.3 Million
4.51% of portfolio
|
Q2 2025
Added 34.76%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
346,687
shares
|
$14.3 Million
5.58% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
346,673
shares
|
$14.3 Million
0.99% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
346,256
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
344,618
shares
|
$14.2 Million
0.28% of portfolio
|
Q2 2025
Added 21.17%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
341,626
shares
|
$14.1 Million
0.05% of portfolio
|
Q2 2025
Added 36.58%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
339,672
shares
|
$14 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
336,841
shares
|
$13.9 Million
0.38% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
336,622
shares
|
$13.9 Million
4.14% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
331,523
shares
|
$13.7 Million
1.42% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
325,401
shares
|
$13.4 Million
6.29% of portfolio
|
Q2 2025
Reduced 32.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
324,699
shares
|
$13.4 Million
0.52% of portfolio
|
Q2 2025
Added 25.81%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
323,305
shares
|
$13.3 Million
2.9% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
323,195
shares
|
$13.3 Million
2.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
318,848
shares
|
$13.1 Million
0.13% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
315,800
shares
|
$13 Million
3.44% of portfolio
|
Q2 2025
Added 90.87%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
313,038
shares
|
$12.9 Million
2.32% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
297,392
shares
|
$12.3 Million
1.78% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
297,199
shares
|
$12.2 Million
0.06% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
292,666
shares
|
$12.1 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
291,732
shares
|
$12 Million
4.23% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
290,351
shares
|
$12 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
290,232
shares
|
$12 Million
1.41% of portfolio
|
Q2 2025
Added 3.33%
|