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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
24,616
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
24,289
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
24,253
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
24,243
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2022
Reduced 45.76%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
24,193
shares
|
$1.05 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
23,903
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
23,820
shares
|
$1.03 Million
0.37% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
23,782
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
23,639
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 119.86%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
23,597
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2023
Reduced 48.29%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
23,485
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
23,473
shares
|
$1.02 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
23,464
shares
|
$1.02 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
23,308
shares
|
$1.01 Million
0.39% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
22,879
shares
|
$990,889
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
22,810
shares
|
$987,901
0.05% of portfolio
|
Q1 2025
Added 192.06%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
22,736
shares
|
$984,696
0.03% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
22,707
shares
|
$983,440
0.02% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
22,686
shares
|
$982,530
0.62% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
22,661
shares
|
$981,447
0.16% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
22,552
shares
|
$976,727
0.69% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$974,475
0.36% of portfolio
|
Q2 2021
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
22,431
shares
|
$971,486
0.12% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
22,294
shares
|
$965,553
0.17% of portfolio
|
Q2 2025
Added 36.66%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
22,187
shares
|
$960,918
0.18% of portfolio
|
Q3 2025
Added 2.28%
|