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 1,194 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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
6,872
shares
|
$300,718
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
6,855
shares
|
$299,974
0.26% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,843
shares
|
$299,449
0.01% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
6,841
shares
|
$299,362
0.38% of portfolio
|
Q4 2024
Reduced 57.64%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
6,820
shares
|
$298,443
0.0% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
6,805
shares
|
$297,786
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
6,804
shares
|
$297,743
0.08% of portfolio
|
Q4 2025
Added 6.2%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
6,797
shares
|
$297,436
0.23% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,782
shares
|
$296,780
0.0% of portfolio
|
Q3 2025
Added 22.51%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
6,779
shares
|
$296,649
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
6,769
shares
|
$296,211
0.01% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
6,729
shares
|
$294,461
0.09% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
6,727
shares
|
$294,373
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
6,726
shares
|
$294,329
0.13% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
6,705
shares
|
$293,410
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
6,683
shares
|
$292,448
0.13% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
6,669
shares
|
$291,835
0.03% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
6,657
shares
|
$291,310
0.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
6,585
shares
|
$288,159
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,582
shares
|
$288,028
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
6,558
shares
|
$286,978
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
6,557
shares
|
$286,934
0.01% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
6,497
shares
|
$284,308
0.22% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
6,474
shares
|
$283,302
0.02% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,460
shares
|
$282,689
0.14% of portfolio
|
Q4 2023
Reduced 30.81%
|
|