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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,700
shares
|
$424,472
0.07% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
9,698
shares
|
$424,384
0.04% of portfolio
|
Q3 2025
Added 73.33%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
9,696
shares
|
$424,296
0.14% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
9,616
shares
|
$420,796
0.88% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
9,433
shares
|
$412,788
0.01% of portfolio
|
Q4 2025
Reduced 26.64%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
9,428
shares
|
$412,569
0.3% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,414
shares
|
$411,956
0.0% of portfolio
|
Q3 2025
Added 2612.97%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
9,389
shares
|
$410,862
0.23% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
9,375
shares
|
$410,250
0.04% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
9,349
shares
|
$409,112
0.32% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
9,263
shares
|
$405,348
0.01% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
9,223
shares
|
$403,598
0.32% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
9,213
shares
|
$403,160
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
9,207
shares
|
$402,898
0.12% of portfolio
|
Q4 2025
Reduced 17.49%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
9,160
shares
|
$400,841
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
9,136
shares
|
$399,791
0.05% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
9,101
shares
|
$398,259
0.1% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
9,050
shares
|
$396,028
0.25% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
9,016
shares
|
$394,540
0.21% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
9,014
shares
|
$394,452
0.18% of portfolio
|
Q3 2025
Added 228.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
8,970
shares
|
$392,527
0.03% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
8,951
shares
|
$391,695
0.01% of portfolio
|
Q3 2025
Added 2654.15%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
8,904
shares
|
$389,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
8,775
shares
|
$383,994
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
8,763
shares
|
$383,468
0.05% of portfolio
|
Q3 2025
Added 5.88%
|
|