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 |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
11,938
shares
|
$522,406
0.04% of portfolio
|
Q4 2025
Reduced 12.07%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
11,876
shares
|
$519,693
0.01% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
11,829
shares
|
$517,637
0.22% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Nov 06, 2025 Q3 2025 |
11,781
shares
|
$515,536
0.05% of portfolio
|
Q3 2025
Reduced 79.4%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
11,727
shares
|
$513,173
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
11,709
shares
|
$512,385
0.43% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
11,690
shares
|
$511,554
0.38% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
11,612
shares
|
$508,141
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
11,478
shares
|
$502,277
0.31% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
11,437
shares
|
$500,483
0.0% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
11,287
shares
|
$493,919
0.14% of portfolio
|
Q3 2025
Reduced 77.77%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
11,200
shares
|
$490,112
0.03% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
11,180
shares
|
$489,236
0.15% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
11,143
shares
|
$487,617
0.19% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
11,040
shares
|
$483,110
0.07% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,033
shares
|
$482,804
0.01% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
11,028
shares
|
$482,585
0.05% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,954
shares
|
$479,347
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,843
shares
|
$474,489
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
10,761
shares
|
$470,901
0.02% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
10,748
shares
|
$470,332
0.1% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
10,722
shares
|
$469,194
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
10,704
shares
|
$468,407
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
10,651
shares
|
$466,087
0.03% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
10,598
shares
|
$463,768
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|