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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
43,143
shares
|
$1.89 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
42,865
shares
|
$1.88 Million
0.09% of portfolio
|
Q3 2025
Added 128.99%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
42,863
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
42,386
shares
|
$1.85 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
41,652
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
41,651
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
41,501
shares
|
$1.82 Million
0.11% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
41,218
shares
|
$1.8 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
41,140
shares
|
$1.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 96.09%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,653
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 50.68%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
40,618
shares
|
$1.78 Million
0.52% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
40,336
shares
|
$1.77 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
40,299
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
39,844
shares
|
$1.74 Million
0.18% of portfolio
|
Q3 2025
Reduced 23.05%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
39,500
shares
|
$1.73 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
39,398
shares
|
$1.72 Million
0.41% of portfolio
|
Q3 2025
Added 61.37%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
39,049
shares
|
$1.71 Million
0.74% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
38,810
shares
|
$1.7 Million
0.91% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
38,623
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
38,321
shares
|
$1.68 Million
0.5% of portfolio
|
Q3 2025
Added 39.23%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
38,072
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2025
Added 37.82%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
37,910
shares
|
$1.66 Million
2.21% of portfolio
|
Q3 2025
Added 45.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
37,795
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
37,678
shares
|
$1.65 Million
1.2% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
37,536
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.26%
|
|