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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
11,876
shares
|
$514,349
0.01% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
11,727
shares
|
$507,896
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
11,690
shares
|
$506,293
0.38% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
11,632
shares
|
$503,781
0.02% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
11,629
shares
|
$503,651
0.42% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
11,612
shares
|
$502,915
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
11,565
shares
|
$500,880
0.27% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
11,528
shares
|
$499,277
0.21% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
11,478
shares
|
$497,112
0.31% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
11,287
shares
|
$488,839
0.14% of portfolio
|
Q3 2025
Reduced 77.77%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
11,243
shares
|
$486,934
0.07% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
11,238
shares
|
$486,717
0.13% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
11,200
shares
|
$485,072
0.03% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
11,158
shares
|
$483,252
0.14% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
11,143
shares
|
$482,603
0.19% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
11,040
shares
|
$478,142
0.08% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,033
shares
|
$477,839
0.01% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
10,954
shares
|
$474,417
0.21% of portfolio
|
Q4 2021
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
10,900
shares
|
$472,079
0.16% of portfolio
|
Q2 2025
Reduced 46.13%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
10,843
shares
|
$469,610
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
10,769
shares
|
$466,405
0.03% of portfolio
|
Q2 2025
Added 95.3%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
10,761
shares
|
$466,058
0.02% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
10,722
shares
|
$464,369
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
10,704
shares
|
$463,590
0.04% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
10,651
shares
|
$461,294
0.03% of portfolio
|
Q3 2025
Reduced 2.46%
|