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 1,194 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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
13,690
shares
|
$599,074
0.01% of portfolio
|
Q3 2025
Added 82.02%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
13,673
shares
|
$598,330
0.0% of portfolio
|
Q3 2025
Added 59.28%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
13,667
shares
|
$598,067
0.05% of portfolio
|
Q1 2020
Reduced 3.05%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,649
shares
|
$597,280
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
13,403
shares
|
$586,515
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
13,403
shares
|
$586,515
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
13,315
shares
|
$582,664
0.19% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
13,210
shares
|
$578,069
0.08% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
13,190
shares
|
$577,194
0.13% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
13,170
shares
|
$576,319
0.33% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
13,147
shares
|
$575,312
0.18% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
13,076
shares
|
$572,205
0.14% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
12,998
shares
|
$568,792
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
12,933
shares
|
$565,948
0.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
12,892
shares
|
$564,153
0.0% of portfolio
|
Q3 2025
Added 46.8%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
12,348
shares
|
$540,348
0.0% of portfolio
|
Q3 2025
Reduced 39.48%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
12,334
shares
|
$539,735
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
12,296
shares
|
$538,072
0.06% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
12,271
shares
|
$536,978
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,129
shares
|
$530,765
0.39% of portfolio
|
Q3 2024
Reduced 70.6%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,040
shares
|
$526,870
0.16% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,034
shares
|
$526,607
0.01% of portfolio
|
Q3 2025
Reduced 27.75%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
11,992
shares
|
$524,769
0.16% of portfolio
|
Q4 2025
Added 27.49%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,979
shares
|
$524,201
0.03% of portfolio
|
Q1 2022
Reduced 2.07%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
11,977
shares
|
$524,113
0.18% of portfolio
|
Q3 2025
Reduced 16.31%
|
|