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 1,178 institutions that hold shares in the stock, with a total of 585 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
110,830
shares
|
$4.8 Million
0.18% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Oct 30, 2025 Q3 2025 |
110,075
shares
|
$4.77 Million
2.87% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
110,003
shares
|
$4.76 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
109,894
shares
|
$4.76 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
109,882
shares
|
$4.76 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
109,634
shares
|
$4.75 Million
0.28% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
107,063
shares
|
$4.64 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
106,786
shares
|
$4.62 Million
2.83% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
104,837
shares
|
$4.54 Million
1.11% of portfolio
|
Q2 2025
Added 41.98%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
104,193
shares
|
$4.51 Million
2.1% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
103,345
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2025
Added 228.64%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
102,430
shares
|
$4.44 Million
0.77% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
101,618
shares
|
$4.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
101,131
shares
|
$4.38 Million
2.96% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
100,977
shares
|
$4.37 Million
0.27% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
100,466
shares
|
$4.35 Million
0.0% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
100,358
shares
|
$4.35 Million
3.8% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
100,353
shares
|
$4.35 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
100,142
shares
|
$4.34 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
99,967
shares
|
$4.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 39.74%
|
|
|
Norway Savings Bank
|
Oct 07, 2025 Q3 2025 |
99,742
shares
|
$4.32 Million
2.1% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
99,594
shares
|
$4.31 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
97,601
shares
|
$4.23 Million
0.13% of portfolio
|
Q2 2025
Added 433.16%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
97,595
shares
|
$4.23 Million
2.88% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,442
shares
|
$4.22 Million
0.11% of portfolio
|
Q3 2022
Added 7.09%
|