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 1,192 institutions that hold shares in the stock, with a total of 607 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sensible Financial Planning & Management, Llc.
|
Nov 05, 2025 Q3 2025 |
173,336
shares
|
$7.59 Million
1.35% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
173,257
shares
|
$7.58 Million
2.55% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
169,433
shares
|
$7.41 Million
0.2% of portfolio
|
Q3 2025
Added 75.44%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 17, 2025 Q3 2025 |
168,329
shares
|
$7.37 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
167,931
shares
|
$7.35 Million
2.12% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
167,137
shares
|
$7.31 Million
5.54% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
166,972
shares
|
$7.31 Million
4.56% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
166,622
shares
|
$7.29 Million
0.84% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
166,179
shares
|
$7.27 Million
1.58% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
165,299
shares
|
$7.23 Million
0.64% of portfolio
|
Q3 2025
Added 56.4%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
164,821
shares
|
$7.21 Million
0.59% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
164,661
shares
|
$7.21 Million
5.51% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
163,475
shares
|
$7.15 Million
0.82% of portfolio
|
Q3 2025
Added 12.87%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
163,289
shares
|
$7.15 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
162,776
shares
|
$7.12 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
160,583
shares
|
$7.03 Million
4.47% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
159,321
shares
|
$6.97 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
157,446
shares
|
$6.89 Million
2.63% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
155,245
shares
|
$6.79 Million
1.24% of portfolio
|
Q3 2025
Added 33.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
153,870
shares
|
$6.73 Million
0.03% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
153,424
shares
|
$6.71 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
153,235
shares
|
$6.71 Million
5.67% of portfolio
|
Q3 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
152,557
shares
|
$6.68 Million
3.15% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
151,569
shares
|
$6.63 Million
0.17% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
150,138
shares
|
$6.57 Million
0.82% of portfolio
|
Q3 2024
Added 41.64%
|
|