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 1,192 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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
19,061
shares
|
$834,109
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
18,997
shares
|
$831,308
0.04% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
18,963
shares
|
$829,820
0.1% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
18,945
shares
|
$829,033
0.01% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
18,853
shares
|
$825,007
0.55% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Nov 12, 2025 Q3 2025 |
18,809
shares
|
$823,081
0.52% of portfolio
|
Q3 2025
Reduced 43.14%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
18,712
shares
|
$818,837
0.53% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,686
shares
|
$817,699
0.56% of portfolio
|
Q1 2023
Reduced 6.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
18,620
shares
|
$814,811
0.26% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
18,504
shares
|
$809,735
0.14% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,473
shares
|
$808,378
0.17% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
18,385
shares
|
$804,527
0.59% of portfolio
|
Q3 2025
Reduced 25.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,381
shares
|
$804,352
0.0% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
18,352
shares
|
$803,083
0.39% of portfolio
|
Q3 2023
Added 1.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
18,248
shares
|
$798,532
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
18,167
shares
|
$794,987
0.41% of portfolio
|
Q3 2025
Added 41.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,147
shares
|
$794,112
0.02% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
18,049
shares
|
$789,824
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,000
shares
|
$787,680
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
17,949
shares
|
$785,448
0.24% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
17,811
shares
|
$779,409
0.06% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,745
shares
|
$776,521
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
17,514
shares
|
$766,412
0.29% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
17,502
shares
|
$765,887
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
17,438
shares
|
$763,086
0.68% of portfolio
|
Q2 2025
New holding
|
|