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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,761
shares
|
$252,101
0.08% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
5,747
shares
|
$251,488
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,747
shares
|
$251,488
0.1% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
5,720
shares
|
$250,307
0.02% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
5,718
shares
|
$250,219
0.08% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
5,717
shares
|
$250,175
0.1% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
5,667
shares
|
$247,987
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
5,636
shares
|
$246,631
0.02% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
5,630
shares
|
$246,368
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
5,619
shares
|
$245,887
0.05% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
5,543
shares
|
$242,561
0.06% of portfolio
|
Q3 2025
Reduced 19.47%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,539
shares
|
$242,386
0.09% of portfolio
|
Q2 2025
Reduced 30.08%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
5,535
shares
|
$242,211
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,530
shares
|
$241,992
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
5,497
shares
|
$240,548
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
5,445
shares
|
$238,273
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
5,417
shares
|
$237,047
0.05% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
5,384
shares
|
$235,603
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
5,334
shares
|
$233,415
0.09% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
5,278
shares
|
$230,965
0.03% of portfolio
|
Q2 2025
Reduced 24.59%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
5,271
shares
|
$230,658
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
5,245
shares
|
$229,521
0.16% of portfolio
|
Q3 2025
Reduced 95.53%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
5,237
shares
|
$229,171
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,210
shares
|
$227,989
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,178
shares
|
$226,589
0.04% of portfolio
|
Q2 2025
New holding
|
|