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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
86,755
shares
|
$3.76 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
86,436
shares
|
$3.74 Million
2.87% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
86,199
shares
|
$3.73 Million
0.21% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
86,107
shares
|
$3.73 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
85,848
shares
|
$3.72 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
85,427
shares
|
$3.7 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
85,385
shares
|
$3.7 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
84,608
shares
|
$3.66 Million
0.61% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
84,206
shares
|
$3.65 Million
0.24% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
83,912
shares
|
$3.63 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
83,075
shares
|
$3.6 Million
0.35% of portfolio
|
Q2 2025
Added 445.47%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
82,328
shares
|
$3.57 Million
0.75% of portfolio
|
Q3 2025
Added 38.7%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
82,159
shares
|
$3.56 Million
2.62% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
81,994
shares
|
$3.55 Million
3.19% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
81,817
shares
|
$3.54 Million
0.55% of portfolio
|
Q3 2025
Added 13.35%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
81,497
shares
|
$3.53 Million
0.89% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
81,222
shares
|
$3.52 Million
0.18% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
80,960
shares
|
$3.51 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
80,830
shares
|
$3.5 Million
0.04% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
80,760
shares
|
$3.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 33.98%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
79,180
shares
|
$3.43 Million
2.1% of portfolio
|
Q3 2025
Added 19.29%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
79,121
shares
|
$3.43 Million
1.37% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
79,116
shares
|
$3.43 Million
2.75% of portfolio
|
Q2 2025
Reduced 24.05%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
78,600
shares
|
$3.4 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
77,078
shares
|
$3.34 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.03%
|