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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
99,594
shares
|
$4.36 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
97,538
shares
|
$4.27 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,442
shares
|
$4.26 Million
0.11% of portfolio
|
Q3 2022
Added 7.09%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
97,313
shares
|
$4.26 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
96,763
shares
|
$4.23 Million
0.86% of portfolio
|
Q3 2025
Added 1013.24%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
95,478
shares
|
$4.18 Million
1.25% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
95,300
shares
|
$4.17 Million
0.19% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
95,218
shares
|
$4.17 Million
1.26% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
95,009
shares
|
$4.16 Million
2.35% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
94,685
shares
|
$4.14 Million
0.21% of portfolio
|
Q3 2025
Added 28.01%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
94,532
shares
|
$4.14 Million
1.44% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
94,420
shares
|
$4.13 Million
2.54% of portfolio
|
Q3 2025
Added 19.34%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
94,268
shares
|
$4.13 Million
1.14% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
93,304
shares
|
$4.08 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
92,814
shares
|
$4.06 Million
0.48% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
92,690
shares
|
$4.06 Million
1.66% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
92,343
shares
|
$4.04 Million
0.56% of portfolio
|
Q3 2025
Added 47.86%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
91,285
shares
|
$3.99 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
91,018
shares
|
$3.98 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
90,875
shares
|
$3.98 Million
0.48% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
90,636
shares
|
$3.97 Million
0.87% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
90,582
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2025
Added 100.55%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
90,346
shares
|
$3.95 Million
1.56% of portfolio
|
Q3 2025
Added 77.96%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
90,061
shares
|
$3.94 Million
0.14% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Jrm Investment Counsel, LLC
|
Nov 12, 2025 Q3 2025 |
88,913
shares
|
$3.89 Million
1.14% of portfolio
|
Q3 2025
Reduced 2.13%
|
|