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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
13,649
shares
|
$591,138
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
13,576
shares
|
$587,976
0.04% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
13,403
shares
|
$580,483
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
13,403
shares
|
$580,483
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
13,383
shares
|
$579,617
0.18% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
13,225
shares
|
$572,774
0.33% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
13,219
shares
|
$572,514
0.13% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
13,121
shares
|
$568,270
0.14% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
13,086
shares
|
$566,754
0.4% of portfolio
|
Q2 2025
Reduced 44.62%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
13,069
shares
|
$566,018
0.11% of portfolio
|
Q2 2025
Reduced 68.36%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
12,998
shares
|
$562,943
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
12,995
shares
|
$562,813
0.22% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
12,933
shares
|
$560,128
0.05% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
12,892
shares
|
$558,352
0.0% of portfolio
|
Q3 2025
Added 46.8%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
12,858
shares
|
$556,879
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
12,812
shares
|
$554,887
0.3% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
12,811
shares
|
$554,844
0.17% of portfolio
|
Q2 2025
Reduced 43.35%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
12,670
shares
|
$548,737
0.08% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
12,296
shares
|
$532,539
0.06% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
12,129
shares
|
$525,306
0.39% of portfolio
|
Q3 2024
Reduced 70.6%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
12,087
shares
|
$523,487
0.06% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
12,066
shares
|
$522,578
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
12,042
shares
|
$521,539
0.05% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
12,040
shares
|
$521,452
0.16% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
11,979
shares
|
$518,810
0.03% of portfolio
|
Q1 2022
Reduced 2.07%
|