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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
240,457
shares
|
$10.5 Million
2.25% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
239,951
shares
|
$10.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
239,200
shares
|
$10.5 Million
1.3% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
232,319
shares
|
$10.2 Million
4.66% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
230,122
shares
|
$10.1 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
227,839
shares
|
$9.97 Million
2.29% of portfolio
|
Q3 2025
Added 50.78%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
227,242
shares
|
$9.94 Million
4.16% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
226,948
shares
|
$9.93 Million
2.47% of portfolio
|
Q3 2025
Added 54.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
226,902
shares
|
$9.93 Million
0.24% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
225,994
shares
|
$9.89 Million
7.27% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
224,277
shares
|
$9.81 Million
4.25% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
224,099
shares
|
$9.81 Million
0.24% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
224,058
shares
|
$9.8 Million
4.08% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2025 Q3 2025 |
221,965
shares
|
$9.71 Million
7.31% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
220,182
shares
|
$9.64 Million
5.52% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
216,338
shares
|
$9.47 Million
0.22% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
216,306
shares
|
$9.47 Million
1.67% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
214,083
shares
|
$9.37 Million
3.85% of portfolio
|
Q3 2025
Added 13.09%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
212,374
shares
|
$9.29 Million
8.17% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
211,555
shares
|
$9.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
210,823
shares
|
$9.23 Million
0.82% of portfolio
|
Q3 2025
Added 41.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
208,665
shares
|
$9.13 Million
0.21% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 30, 2025 Q3 2025 |
206,317
shares
|
$9.03 Million
4.27% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
203,973
shares
|
$8.93 Million
0.09% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
203,460
shares
|
$8.9 Million
2.9% of portfolio
|
Q3 2025
Added 9.54%
|
|