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 1,190 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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
32,404
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2025
Added 45.35%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
32,159
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
31,845
shares
|
$1.39 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
31,488
shares
|
$1.38 Million
0.48% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
31,453
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2023
Reduced 7.26%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
31,341
shares
|
$1.37 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
31,302
shares
|
$1.37 Million
0.56% of portfolio
|
Q2 2025
Added 187.7%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
31,198
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
30,762
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
30,682
shares
|
$1.34 Million
0.31% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
30,389
shares
|
$1.33 Million
0.39% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
30,370
shares
|
$1.33 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
30,318
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2025
Added 44.21%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,082
shares
|
$1.32 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
29,639
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
29,240
shares
|
$1.28 Million
0.53% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
28,884
shares
|
$1.26 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
28,875
shares
|
$1.26 Million
0.35% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
28,270
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
28,244
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
28,133
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
28,030
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
27,973
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
27,843
shares
|
$1.22 Million
0.46% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
27,650
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.52%
|
|