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 |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
129,877
shares
|
$5.68 Million
1.73% of portfolio
|
Q3 2025
Reduced 26.22%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
129,320
shares
|
$5.66 Million
1.35% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Vested Financial Planning, LLC
San Carlos, CA |
Oct 28, 2025 Q3 2025 |
129,161
shares
|
$5.65 Million
4.48% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
128,555
shares
|
$5.63 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
128,409
shares
|
$5.62 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
128,294
shares
|
$5.61 Million
2.5% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
128,102
shares
|
$5.61 Million
1.28% of portfolio
|
Q3 2025
Added 134.09%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
126,635
shares
|
$5.54 Million
2.21% of portfolio
|
Q1 2023
Reduced 1.49%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
124,643
shares
|
$5.45 Million
0.68% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
124,587
shares
|
$5.45 Million
1.91% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
124,170
shares
|
$5.43 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
123,662
shares
|
$5.41 Million
3.46% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
118,274
shares
|
$5.18 Million
0.68% of portfolio
|
Q3 2025
Added 32.51%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
118,246
shares
|
$5.17 Million
0.82% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
117,593
shares
|
$5.15 Million
0.33% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
117,467
shares
|
$5.14 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
116,441
shares
|
$5.1 Million
4.03% of portfolio
|
Q3 2025
Reduced 30.47%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
116,021
shares
|
$5.08 Million
4.09% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
115,973
shares
|
$5.07 Million
0.95% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
114,832
shares
|
$5.03 Million
1.61% of portfolio
|
Q2 2025
Added 20.34%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
114,666
shares
|
$5.02 Million
1.81% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
114,577
shares
|
$5.01 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
114,104
shares
|
$4.99 Million
0.48% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
113,897
shares
|
$4.98 Million
2.36% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
113,897
shares
|
$4.98 Million
2.17% of portfolio
|
Q3 2025
Added 19.63%
|
|