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 1,191 institutions that hold shares in the stock, with a total of 608 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
77,866
shares
|
$3.41 Million
4.52% of portfolio
|
Q4 2025
Added 21.75%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
77,436
shares
|
$3.39 Million
7.61% of portfolio
|
Q3 2025
Added 34.28%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
77,078
shares
|
$3.37 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
77,065
shares
|
$3.37 Million
0.37% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
76,770
shares
|
$3.36 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
76,690
shares
|
$3.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
76,533
shares
|
$3.35 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
74,806
shares
|
$3.27 Million
0.39% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
74,739
shares
|
$3.27 Million
1.27% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
74,612
shares
|
$3.27 Million
0.13% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
74,583
shares
|
$3.26 Million
1.41% of portfolio
|
Q3 2025
Reduced 18.6%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
74,152
shares
|
$3.24 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
74,058
shares
|
$3.24 Million
1.0% of portfolio
|
Q3 2023
Added 2.12%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
73,793
shares
|
$3.23 Million
0.6% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
73,088
shares
|
$3.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
73,021
shares
|
$3.2 Million
2.96% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
71,769
shares
|
$3.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
71,591
shares
|
$3.13 Million
2.02% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
71,542
shares
|
$3.13 Million
0.27% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
71,467
shares
|
$3.13 Million
0.51% of portfolio
|
Q4 2025
Reduced 15.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
69,849
shares
|
$3.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 65.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
69,440
shares
|
$3.04 Million
0.08% of portfolio
|
Q3 2025
Added 18.55%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
69,153
shares
|
$3.03 Million
0.32% of portfolio
|
Q3 2025
Added 21.74%
|
|