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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,831
shares
|
$123,884
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
2,817
shares
|
$123,271
0.08% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
2,813
shares
|
$123,096
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
2,780
shares
|
$121,652
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,663
shares
|
$116,532
0.01% of portfolio
|
Q3 2023
Reduced 50.34%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
2,647
shares
|
$115,832
0.04% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,586
shares
|
$113,163
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,477
shares
|
$108,393
1.11% of portfolio
|
Q3 2022
Reduced 88.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,463
shares
|
$107,780
0.01% of portfolio
|
Q3 2025
Reduced 61.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,440
shares
|
$106,774
0.03% of portfolio
|
Q3 2023
Added 283.05%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,351
shares
|
$102,879
0.0% of portfolio
|
Q1 2023
Reduced 70.7%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,347
shares
|
$102,704
0.06% of portfolio
|
Q4 2024
Reduced 90.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,271
shares
|
$99,378
0.01% of portfolio
|
Q3 2025
Added 319.0%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
2,270
shares
|
$99,335
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
2,214
shares
|
$96,884
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2,206
shares
|
$96,534
0.02% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,206
shares
|
$96,534
0.02% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2,184
shares
|
$95,571
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
2,184
shares
|
$95,571
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,158
shares
|
$94,434
0.12% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
2,153
shares
|
$94,215
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
2,100
shares
|
$91,896
0.04% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$87,520
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
1,972
shares
|
$86,294
0.03% of portfolio
|
Q2 2025
Added 35.91%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,941
shares
|
$84,938
0.02% of portfolio
|
Q3 2025
Added 7.3%
|
|