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 1,191 institutions that hold shares in the stock, with a total of 608 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 |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
58,316
shares
|
$2.55 Million
0.98% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
58,194
shares
|
$2.55 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
57,782
shares
|
$2.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
57,568
shares
|
$2.52 Million
0.26% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
56,781
shares
|
$2.48 Million
0.27% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
56,762
shares
|
$2.48 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
56,719
shares
|
$2.48 Million
1.69% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
56,626
shares
|
$2.48 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
55,622
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
55,384
shares
|
$2.42 Million
0.76% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
55,368
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 94.25%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
54,459
shares
|
$2.38 Million
0.18% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
54,398
shares
|
$2.38 Million
0.84% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
54,388
shares
|
$2.38 Million
0.09% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
53,788
shares
|
$2.35 Million
0.2% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
53,747
shares
|
$2.35 Million
0.19% of portfolio
|
Q3 2025
Added 91.93%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
53,535
shares
|
$2.34 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
52,933
shares
|
$2.32 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
52,698
shares
|
$2.31 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
52,259
shares
|
$2.29 Million
1.11% of portfolio
|
Q3 2025
Added 450.73%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
52,027
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
51,383
shares
|
$2.25 Million
1.03% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
51,138
shares
|
$2.24 Million
1.76% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
50,850
shares
|
$2.23 Million
0.31% of portfolio
|
Q4 2022
New holding
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
50,270
shares
|
$2.2 Million
0.89% of portfolio
|
Q3 2025
Reduced 6.18%
|
|