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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
24,193
shares
|
$1.06 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
23,903
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
23,782
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,713
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
23,569
shares
|
$1.03 Million
0.66% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
23,560
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
23,485
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
23,464
shares
|
$1.03 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
23,233
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
22,810
shares
|
$998,165
0.05% of portfolio
|
Q1 2025
Added 192.06%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
22,736
shares
|
$994,927
0.03% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
22,707
shares
|
$993,658
0.02% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
22,653
shares
|
$991,295
0.18% of portfolio
|
Q3 2025
Added 73.33%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
22,552
shares
|
$986,875
0.69% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$984,600
0.36% of portfolio
|
Q2 2021
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
22,431
shares
|
$981,580
0.12% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
22,424
shares
|
$981,274
0.02% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
22,424
shares
|
$981,274
0.17% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
22,187
shares
|
$970,903
0.18% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
22,156
shares
|
$969,546
0.48% of portfolio
|
Q3 2025
Reduced 56.13%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
22,104
shares
|
$967,271
0.6% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
21,936
shares
|
$959,919
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,358
shares
|
$934,626
0.05% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
21,341
shares
|
$933,882
0.04% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
21,288
shares
|
$931,562
0.11% of portfolio
|
Q3 2025
Reduced 5.12%
|
|