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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
913
shares
|
$39,952
0.0% of portfolio
|
Q4 2024
Reduced 30.68%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
908
shares
|
$39,734
0.02% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
897
shares
|
$39,252
0.0% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
885
shares
|
$38,727
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
851
shares
|
$37,239
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
850
shares
|
$37,196
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
780
shares
|
$34,132
0.0% of portfolio
|
Q3 2025
Reduced 59.35%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
745
shares
|
$32,601
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
734
shares
|
$32,119
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
717
shares
|
$31,375
0.01% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
711
shares
|
$31,113
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
689
shares
|
$30,150
0.02% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
661
shares
|
$28,925
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
634
shares
|
$27,743
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
628
shares
|
$27,481
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
624
shares
|
$27,306
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
616
shares
|
$26,956
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
615
shares
|
$26,912
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
611
shares
|
$26,737
0.0% of portfolio
|
Q2 2025
Added 1427.5%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
610
shares
|
$26,693
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
572
shares
|
$25,030
0.01% of portfolio
|
Q3 2025
Added 166.05%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
544
shares
|
$23,805
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
510
shares
|
$22,317
0.0% of portfolio
|
Q2 2024
Added 639.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
503
shares
|
$22,011
0.0% of portfolio
|
Q3 2025
Reduced 21.28%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
498
shares
|
$21,792
0.01% of portfolio
|
Q2 2023
New holding
|
|