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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
626,791
shares
|
$27.4 Million
1.49% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
607,696
shares
|
$26.6 Million
7.51% of portfolio
|
Q3 2025
Added 50.41%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
602,063
shares
|
$26.3 Million
0.6% of portfolio
|
Q3 2025
Added 224.47%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
588,547
shares
|
$25.8 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
583,398
shares
|
$25.5 Million
6.05% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
576,281
shares
|
$25.2 Million
3.52% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
575,587
shares
|
$25.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.69%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
573,288
shares
|
$25.1 Million
2.22% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
572,239
shares
|
$25 Million
1.33% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
561,983
shares
|
$24.6 Million
7.48% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
561,814
shares
|
$24.6 Million
6.75% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
557,334
shares
|
$24.4 Million
0.12% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
547,080
shares
|
$23.9 Million
13.49% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
547,045
shares
|
$23.9 Million
6.15% of portfolio
|
Q3 2025
Reduced 41.36%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
546,710
shares
|
$23.9 Million
9.68% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
546,648
shares
|
$23.9 Million
6.86% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
538,794
shares
|
$23.6 Million
3.32% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
532,075
shares
|
$23.3 Million
0.2% of portfolio
|
Q3 2025
Added 61.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
522,447
shares
|
$22.9 Million
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
515,899
shares
|
$22.6 Million
0.4% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
511,917
shares
|
$22.4 Million
1.47% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
499,966
shares
|
$21.9 Million
1.69% of portfolio
|
Q4 2023
Added 2.65%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
497,612
shares
|
$21.8 Million
1.92% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
490,243
shares
|
$21.5 Million
0.89% of portfolio
|
Q3 2022
Added 39.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
485,785
shares
|
$21.3 Million
0.11% of portfolio
|
Q4 2024
Added 6.81%
|
|