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 1,184 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $25.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
19,546
shares
|
$846,537
0.69% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
19,460
shares
|
$842,812
0.14% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
19,404
shares
|
$840,387
0.24% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
19,397
shares
|
$840,084
0.13% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
19,377
shares
|
$839,217
0.06% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
19,271
shares
|
$834,627
0.12% of portfolio
|
Q3 2025
Reduced 85.31%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
19,061
shares
|
$825,531
0.0% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
18,997
shares
|
$822,760
0.04% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
18,963
shares
|
$821,287
0.1% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
18,945
shares
|
$820,507
0.01% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
18,853
shares
|
$816,523
0.55% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
18,826
shares
|
$815,354
0.02% of portfolio
|
Q2 2025
Reduced 47.54%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
18,712
shares
|
$810,416
0.53% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,686
shares
|
$809,290
0.56% of portfolio
|
Q1 2023
Reduced 6.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
18,620
shares
|
$806,432
0.26% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
18,617
shares
|
$806,302
0.19% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
18,473
shares
|
$800,065
0.17% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
18,385
shares
|
$796,254
0.59% of portfolio
|
Q3 2025
Reduced 25.15%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
18,352
shares
|
$794,825
0.39% of portfolio
|
Q3 2023
Added 1.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,147
shares
|
$785,946
0.02% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,000
shares
|
$779,580
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
17,949
shares
|
$777,371
0.24% of portfolio
|
Q4 2022
Reduced 4.26%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,745
shares
|
$768,535
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
17,514
shares
|
$758,531
0.29% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
17,502
shares
|
$758,011
0.12% of portfolio
|
Q3 2024
New holding
|