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 |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,700
shares
|
$205,672
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,699
shares
|
$205,628
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
4,563
shares
|
$199,676
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4,460
shares
|
$195,169
0.11% of portfolio
|
Q2 2024
Added 10.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,427
shares
|
$193,725
0.01% of portfolio
|
Q3 2025
Reduced 49.04%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,250
shares
|
$185,980
0.05% of portfolio
|
Q1 2020
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
4,098
shares
|
$179,328
0.18% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
4,071
shares
|
$178,146
0.13% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
4,067
shares
|
$177,971
0.04% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
4,055
shares
|
$177,446
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
3,860
shares
|
$168,913
0.0% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
3,850
shares
|
$168,476
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,837
shares
|
$167,907
0.03% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
3,815
shares
|
$166,944
0.17% of portfolio
|
Q4 2025
Added 141.61%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
3,743
shares
|
$163,793
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,332
shares
|
$145,808
0.01% of portfolio
|
Q3 2025
Reduced 76.53%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
3,221
shares
|
$140,950
0.03% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
3,215
shares
|
$140,688
0.07% of portfolio
|
Q4 2023
Reduced 15.68%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
3,211
shares
|
$140,513
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,159
shares
|
$138,237
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,990
shares
|
$130,842
0.02% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
2,962
shares
|
$129,617
0.08% of portfolio
|
Q4 2025
Reduced 82.49%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
2,927
shares
|
$128,085
0.0% of portfolio
|
Q2 2025
Reduced 54.84%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,912
shares
|
$127,429
0.05% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
2,845
shares
|
$124,497
0.04% of portfolio
|
Q3 2025
New holding
|
|