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 |
|---|---|---|---|---|---|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
27,843
shares
|
$1.21 Million
0.46% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
27,679
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
27,650
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
27,624
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
27,597
shares
|
$1.2 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
27,535
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
27,504
shares
|
$1.19 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
27,244
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
27,132
shares
|
$1.18 Million
0.38% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
27,110
shares
|
$1.17 Million
0.68% of portfolio
|
Q3 2023
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,980
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 146.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
26,881
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
26,672
shares
|
$1.16 Million
0.34% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
26,653
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
26,600
shares
|
$1.15 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
26,593
shares
|
$1.15 Million
0.19% of portfolio
|
Q3 2022
Reduced 17.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
26,469
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
26,262
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
25,818
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
25,582
shares
|
$1.11 Million
10.88% of portfolio
|
Q4 2022
Reduced 84.19%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
25,546
shares
|
$1.11 Million
1.04% of portfolio
|
Q3 2025
Reduced 21.04%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
25,471
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2025
Added 46.51%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
25,189
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
25,133
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
24,916
shares
|
$1.08 Million
0.46% of portfolio
|
Q2 2025
Added 6.05%
|