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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,339
shares
|
$321,154
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
7,322
shares
|
$320,410
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
7,247
shares
|
$317,128
0.05% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
7,240
shares
|
$316,822
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
7,234
shares
|
$316,559
0.18% of portfolio
|
Q3 2025
Added 29.57%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
7,225
shares
|
$316,166
0.01% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
7,173
shares
|
$313,890
0.01% of portfolio
|
Q3 2025
Added 27.98%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
7,166
shares
|
$313,584
0.09% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
7,158
shares
|
$313,234
0.12% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,123
shares
|
$311,702
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
7,115
shares
|
$311,352
0.05% of portfolio
|
Q4 2025
Reduced 5.51%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
7,048
shares
|
$308,420
0.05% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
7,018
shares
|
$307,107
0.17% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
7,014
shares
|
$306,932
0.04% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
7,002
shares
|
$306,407
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
7,000
shares
|
$306,320
0.16% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$306,320
0.01% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
6,997
shares
|
$306,188
0.11% of portfolio
|
Q3 2025
Reduced 16.44%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
6,944
shares
|
$303,869
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
6,940
shares
|
$303,694
0.14% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
6,909
shares
|
$302,337
0.04% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
6,905
shares
|
$302,162
0.02% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
6,896
shares
|
$301,768
0.12% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
6,880
shares
|
$301,068
0.02% of portfolio
|
Q4 2023
Reduced 15.04%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
6,875
shares
|
$300,850
0.19% of portfolio
|
Q3 2025
Reduced 26.18%
|
|