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 |
|---|---|---|---|---|---|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 09, 2025 Q3 2025 |
50,222
shares
|
$2.2 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
49,761
shares
|
$2.18 Million
1.84% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
49,527
shares
|
$2.17 Million
0.09% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
48,644
shares
|
$2.13 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
48,614
shares
|
$2.13 Million
0.52% of portfolio
|
Q3 2025
Added 608.56%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
48,321
shares
|
$2.11 Million
0.23% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
48,309
shares
|
$2.11 Million
0.32% of portfolio
|
Q4 2025
Added 4.86%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
47,658
shares
|
$2.09 Million
2.23% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
47,378
shares
|
$2.07 Million
1.14% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
47,171
shares
|
$2.06 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
46,915
shares
|
$2.05 Million
1.02% of portfolio
|
Q3 2025
Added 279.17%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
46,302
shares
|
$2.03 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
46,293
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
46,053
shares
|
$2.02 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
45,603
shares
|
$2 Million
0.04% of portfolio
|
Q3 2022
Added 29.47%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
45,482
shares
|
$1.99 Million
0.56% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
45,428
shares
|
$1.99 Million
1.14% of portfolio
|
Q1 2024
Reduced 13.62%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
45,098
shares
|
$1.97 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
45,087
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
44,942
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
44,513
shares
|
$1.95 Million
0.8% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
44,466
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
44,284
shares
|
$1.94 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
43,537
shares
|
$1.91 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
43,395
shares
|
$1.9 Million
0.26% of portfolio
|
Q3 2025
Added 2.7%
|
|