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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
113,548
shares
|
$4.97 Million
0.21% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
113,399
shares
|
$4.96 Million
0.17% of portfolio
|
Q3 2025
Added 191.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
113,205
shares
|
$4.95 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
111,778
shares
|
$4.89 Million
0.14% of portfolio
|
Q3 2025
Added 19.2%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
111,704
shares
|
$4.89 Million
2.51% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
110,075
shares
|
$4.82 Million
2.87% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
110,003
shares
|
$4.81 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
109,882
shares
|
$4.81 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
109,634
shares
|
$4.8 Million
0.28% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
109,619
shares
|
$4.8 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
107,063
shares
|
$4.69 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
106,786
shares
|
$4.67 Million
2.83% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
106,124
shares
|
$4.64 Million
0.08% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
104,837
shares
|
$4.59 Million
1.11% of portfolio
|
Q2 2025
Added 41.98%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
103,996
shares
|
$4.55 Million
2.06% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
103,345
shares
|
$4.52 Million
0.04% of portfolio
|
Q3 2025
Added 228.64%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
102,464
shares
|
$4.48 Million
3.65% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
102,430
shares
|
$4.48 Million
0.77% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
101,271
shares
|
$4.43 Million
1.48% of portfolio
|
Q3 2025
Added 41.52%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
101,131
shares
|
$4.43 Million
2.96% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
100,977
shares
|
$4.42 Million
0.27% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
100,466
shares
|
$4.4 Million
0.0% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
100,353
shares
|
$4.39 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
100,317
shares
|
$4.39 Million
0.08% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Norway Savings Bank
|
Oct 07, 2025 Q3 2025 |
99,742
shares
|
$4.36 Million
2.1% of portfolio
|
Q3 2025
Reduced 1.18%
|
|