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 1,176 institutions that hold shares in the stock, with a total of 584 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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,632
shares
|
$460,471
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
10,550
shares
|
$456,920
0.07% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,490
shares
|
$454,321
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
10,484
shares
|
$454,062
0.02% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
10,318
shares
|
$446,872
0.17% of portfolio
|
Q2 2025
Reduced 94.37%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
10,272
shares
|
$444,880
0.01% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,235
shares
|
$443,277
0.03% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,206
shares
|
$442,021
0.03% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,202
shares
|
$441,848
0.03% of portfolio
|
Q3 2021
Reduced 25.04%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
10,188
shares
|
$441,242
0.07% of portfolio
|
Q2 2025
Reduced 42.91%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
10,169
shares
|
$440,419
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,138
shares
|
$439,076
0.24% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
10,131
shares
|
$438,773
0.02% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
10,110
shares
|
$437,864
0.03% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
10,040
shares
|
$434,832
0.19% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
10,037
shares
|
$434,702
0.4% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
10,033
shares
|
$434,529
0.38% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
10,018
shares
|
$433,879
0.29% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
9,989
shares
|
$432,623
0.01% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,988
shares
|
$432,580
0.07% of portfolio
|
Q2 2025
Added 37.37%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
9,899
shares
|
$428,725
0.01% of portfolio
|
Q2 2025
Added 9.15%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
9,849
shares
|
$426,560
0.12% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
9,780
shares
|
$423,571
0.21% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
9,779
shares
|
$423,528
0.03% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
9,696
shares
|
$419,933
0.15% of portfolio
|
Q2 2025
Added 1.67%
|