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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1,900
shares
|
$83,144
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,810
shares
|
$79,205
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
1,800
shares
|
$78,768
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,751
shares
|
$76,623
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,612
shares
|
$70,541
0.01% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,571
shares
|
$68,746
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,525
shares
|
$66,734
0.0% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$66,383
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,499
shares
|
$65,596
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,470
shares
|
$64,327
0.0% of portfolio
|
Q3 2025
Added 65.54%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,403
shares
|
$61,395
0.07% of portfolio
|
Q3 2025
Reduced 47.1%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,398
shares
|
$61,176
0.03% of portfolio
|
Q2 2019
Reduced 22.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,387
shares
|
$60,695
0.03% of portfolio
|
Q3 2025
Added 81.07%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
1,382
shares
|
$60,476
0.05% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,367
shares
|
$59,819
0.01% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,274
shares
|
$55,750
0.02% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
1,246
shares
|
$54,524
0.02% of portfolio
|
Q3 2025
Added 67.02%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,218
shares
|
$53,299
0.0% of portfolio
|
Q3 2025
Added 74.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
1,210
shares
|
$52,949
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,145
shares
|
$50,105
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
1,103
shares
|
$48,267
0.01% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,093
shares
|
$47,829
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,039
shares
|
$45,466
0.03% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
991
shares
|
$43,366
0.02% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
930
shares
|
$40,696
0.01% of portfolio
|
Q3 2025
New holding
|
|