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 |
|---|---|---|---|---|---|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
17,438
shares
|
$763,086
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
17,381
shares
|
$760,592
0.28% of portfolio
|
Q3 2025
Added 208.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,157
shares
|
$750,790
0.01% of portfolio
|
Q3 2025
Added 82.23%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
17,156
shares
|
$750,746
0.09% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
17,090
shares
|
$747,858
0.71% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
16,818
shares
|
$735,955
0.02% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
16,541
shares
|
$723,834
0.23% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
16,351
shares
|
$715,519
0.01% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
16,323
shares
|
$714,294
0.01% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
16,257
shares
|
$711,406
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
16,003
shares
|
$700,291
0.45% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
15,974
shares
|
$699,022
0.06% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
15,699
shares
|
$686,988
1.18% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
15,565
shares
|
$681,124
0.12% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
15,500
shares
|
$678,280
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
15,448
shares
|
$676,004
0.05% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
15,426
shares
|
$675,041
0.37% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
15,412
shares
|
$674,429
0.05% of portfolio
|
Q3 2025
Added 83.89%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
15,398
shares
|
$673,816
0.42% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
15,395
shares
|
$673,685
0.19% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
15,382
shares
|
$673,116
0.73% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,369
shares
|
$672,547
0.18% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
15,210
shares
|
$665,589
0.02% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
15,134
shares
|
$662,263
0.12% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
15,100
shares
|
$660,776
0.06% of portfolio
|
Q1 2025
Reduced 9.31%
|
|