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 |
|---|---|---|---|---|---|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
8,027
shares
|
$351,261
0.03% of portfolio
|
Q3 2025
Added 28.25%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,017
shares
|
$350,823
0.01% of portfolio
|
Q3 2025
Reduced 51.65%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
8,016
shares
|
$350,780
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
8,012
shares
|
$350,605
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
7,931
shares
|
$347,060
0.09% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,908
shares
|
$346,054
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,780
shares
|
$340,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,764
shares
|
$339,752
0.0% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
7,763
shares
|
$339,708
0.16% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
7,758
shares
|
$339,490
0.1% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
7,737
shares
|
$338,571
0.23% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
7,680
shares
|
$336,076
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
7,667
shares
|
$335,507
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
7,647
shares
|
$334,632
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
7,614
shares
|
$333,188
0.03% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,578
shares
|
$331,613
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
7,576
shares
|
$331,525
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
7,545
shares
|
$330,169
0.12% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
7,512
shares
|
$328,725
0.14% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$328,200
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
7,469
shares
|
$326,843
0.13% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,422
shares
|
$324,786
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
7,371
shares
|
$322,554
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,358
shares
|
$321,986
0.07% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
7,348
shares
|
$321,548
0.23% of portfolio
|
Q3 2025
New holding
|
|