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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
10,598
shares
|
$463,768
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
10,550
shares
|
$461,668
0.07% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,490
shares
|
$459,042
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
10,484
shares
|
$458,779
0.02% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
10,427
shares
|
$456,285
0.03% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
10,343
shares
|
$452,609
3.69% of portfolio
|
Q3 2025
Reduced 39.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,272
shares
|
$449,502
0.01% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,235
shares
|
$447,883
0.03% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,206
shares
|
$446,614
0.03% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,202
shares
|
$446,439
0.03% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
10,188
shares
|
$445,826
0.06% of portfolio
|
Q2 2025
Reduced 42.91%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,138
shares
|
$443,638
0.24% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
10,131
shares
|
$443,332
0.02% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
10,110
shares
|
$442,413
0.03% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
10,039
shares
|
$439,306
0.03% of portfolio
|
Q3 2025
Added 41.1%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
10,037
shares
|
$439,219
0.4% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
10,036
shares
|
$439,175
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
10,033
shares
|
$439,044
0.38% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
10,018
shares
|
$438,387
0.29% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
9,989
shares
|
$437,118
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
9,899
shares
|
$433,180
0.01% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
9,849
shares
|
$430,992
0.12% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
9,748
shares
|
$426,572
0.17% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
9,742
shares
|
$426,309
0.03% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Nov 13, 2025 Q3 2025 |
9,705
shares
|
$424,690
0.22% of portfolio
|
Q3 2025
Reduced 16.08%
|
|