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 |
|---|---|---|---|---|---|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
88,496
shares
|
$3.87 Million
3.13% of portfolio
|
Q2 2022
Added 0.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
88,069
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
87,390
shares
|
$3.82 Million
1.26% of portfolio
|
Q3 2025
Reduced 26.07%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
87,318
shares
|
$3.82 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
86,755
shares
|
$3.8 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
86,436
shares
|
$3.78 Million
2.87% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
86,199
shares
|
$3.77 Million
0.21% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
86,107
shares
|
$3.77 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
85,848
shares
|
$3.76 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
85,266
shares
|
$3.73 Million
0.49% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
84,608
shares
|
$3.7 Million
0.61% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
84,206
shares
|
$3.68 Million
0.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
82,328
shares
|
$3.6 Million
0.75% of portfolio
|
Q3 2025
Added 38.7%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
82,159
shares
|
$3.6 Million
2.62% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
81,994
shares
|
$3.59 Million
3.19% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
81,817
shares
|
$3.58 Million
0.55% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
81,582
shares
|
$3.57 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
81,222
shares
|
$3.55 Million
0.18% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
80,960
shares
|
$3.54 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
80,783
shares
|
$3.54 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
80,760
shares
|
$3.53 Million
0.39% of portfolio
|
Q3 2025
Reduced 33.98%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
80,128
shares
|
$3.51 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
79,180
shares
|
$3.46 Million
2.1% of portfolio
|
Q3 2025
Added 19.29%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
79,121
shares
|
$3.46 Million
1.37% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
78,600
shares
|
$3.44 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.72%
|
|