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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
27,597
shares
|
$1.21 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
27,557
shares
|
$1.21 Million
0.15% of portfolio
|
Q3 2025
Reduced 24.08%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
27,549
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
27,535
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
27,504
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
27,483
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
27,326
shares
|
$1.2 Million
1.24% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
27,244
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
27,132
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
27,125
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
27,110
shares
|
$1.19 Million
0.68% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
26,881
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
26,611
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
26,600
shares
|
$1.16 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
26,593
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2022
Reduced 17.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
26,319
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
25,663
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
25,582
shares
|
$1.12 Million
10.88% of portfolio
|
Q4 2022
Reduced 84.19%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
25,546
shares
|
$1.12 Million
1.04% of portfolio
|
Q3 2025
Reduced 21.04%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
25,471
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2025
Added 46.51%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
25,319
shares
|
$1.11 Million
0.34% of portfolio
|
Q4 2025
Added 3.1%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
24,950
shares
|
$1.09 Million
0.3% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
24,916
shares
|
$1.09 Million
0.46% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
24,634
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
24,243
shares
|
$1.06 Million
0.24% of portfolio
|
Q2 2022
Reduced 45.76%
|
|