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 |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
288,492
shares
|
$11.9 Million
5.17% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
286,814
shares
|
$11.8 Million
2.14% of portfolio
|
Q2 2025
Added 34.06%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
285,417
shares
|
$11.8 Million
1.17% of portfolio
|
Q2 2025
Reduced 95.37%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
281,022
shares
|
$11.6 Million
0.06% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
278,425
shares
|
$11.5 Million
3.23% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
276,169
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
275,994
shares
|
$11.4 Million
5.63% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
275,591
shares
|
$11.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
275,080
shares
|
$11.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
273,069
shares
|
$11.3 Million
0.16% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
269,316
shares
|
$11.1 Million
4.47% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
261,790
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Added 111.8%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
261,358
shares
|
$10.8 Million
0.13% of portfolio
|
Q2 2025
Added 52.74%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
259,147
shares
|
$10.7 Million
8.04% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
255,803
shares
|
$10.5 Million
9.62% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
254,656
shares
|
$10.5 Million
0.65% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
254,186
shares
|
$10.5 Million
5.5% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
247,426
shares
|
$10.2 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
247,342
shares
|
$10.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
247,260
shares
|
$10.2 Million
0.47% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
247,136
shares
|
$10.2 Million
8.07% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
244,609
shares
|
$10.1 Million
2.33% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
239,200
shares
|
$9.86 Million
1.3% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
236,857
shares
|
$9.76 Million
0.24% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
236,817
shares
|
$9.76 Million
7.33% of portfolio
|
Q1 2025
Added 462.71%
|