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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
15,369
shares
|
$665,631
0.18% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
15,210
shares
|
$658,745
0.02% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
15,134
shares
|
$655,453
0.12% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
15,100
shares
|
$653,981
0.06% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
15,083
shares
|
$653,244
0.0% of portfolio
|
Q1 2025
Added 130.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
15,077
shares
|
$652,984
0.01% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
14,917
shares
|
$646,055
0.01% of portfolio
|
Q4 2022
Added 1929.52%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
14,875
shares
|
$644,236
0.28% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
14,769
shares
|
$639,645
0.06% of portfolio
|
Q2 2025
Added 44.72%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
14,500
shares
|
$627,995
0.02% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
14,392
shares
|
$623,317
0.4% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,368
shares
|
$622,278
0.15% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Bck Partners, Inc.
|
Oct 28, 2025 Q3 2025 |
14,356
shares
|
$621,758
0.33% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
14,300
shares
|
$619,333
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
14,145
shares
|
$612,619
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,130
shares
|
$611,970
0.01% of portfolio
|
Q2 2024
Added 140.31%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
14,082
shares
|
$609,891
0.23% of portfolio
|
Q3 2025
Added 39.29%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
14,020
shares
|
$607,206
0.39% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
13,965
shares
|
$604,824
0.11% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
13,953
shares
|
$604,304
0.02% of portfolio
|
Q2 2025
Reduced 45.59%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
13,919
shares
|
$602,831
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
13,817
shares
|
$598,414
0.25% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
13,796
shares
|
$597,504
0.01% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,695
shares
|
$593,130
0.12% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
13,690
shares
|
$592,913
0.01% of portfolio
|
Q3 2025
Added 82.02%
|