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 1,193 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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
476,233
shares
|
$20.8 Million
0.85% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
462,561
shares
|
$20.2 Million
8.92% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
442,581
shares
|
$19.4 Million
0.25% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
435,795
shares
|
$19.1 Million
0.19% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
429,162
shares
|
$18.8 Million
10.13% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
428,768
shares
|
$18.8 Million
0.52% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
420,538
shares
|
$18.4 Million
6.34% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
417,705
shares
|
$18.3 Million
0.66% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
409,933
shares
|
$17.9 Million
0.26% of portfolio
|
Q3 2025
Added 18.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
407,661
shares
|
$17.8 Million
0.15% of portfolio
|
Q3 2025
Added 246.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
407,129
shares
|
$17.8 Million
0.21% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
402,434
shares
|
$17.6 Million
4.09% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
402,085
shares
|
$17.6 Million
0.65% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
401,293
shares
|
$17.6 Million
3.71% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
401,152
shares
|
$17.6 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
399,595
shares
|
$17.5 Million
2.41% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
394,878
shares
|
$17.3 Million
7.51% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
385,755
shares
|
$16.9 Million
6.6% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
384,170
shares
|
$16.8 Million
1.28% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
384,000
shares
|
$16.8 Million
2.02% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
379,304
shares
|
$16.6 Million
5.06% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
373,469
shares
|
$16.3 Million
0.98% of portfolio
|
Q4 2023
Added 1.56%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
372,405
shares
|
$16.3 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
371,337
shares
|
$16.2 Million
0.54% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
370,444
shares
|
$16.2 Million
2.3% of portfolio
|
Q3 2025
Added 14.62%
|
|