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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
9,634
shares
|
$417,248
0.0% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
9,616
shares
|
$416,468
0.88% of portfolio
|
Q3 2025
Added 14.8%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
9,562
shares
|
$414,130
0.0% of portfolio
|
Q4 2024
Reduced 46.28%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
9,555
shares
|
$413,827
0.31% of portfolio
|
Q2 2025
Reduced 32.69%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
9,489
shares
|
$410,968
0.19% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
9,406
shares
|
$407,373
0.12% of portfolio
|
Q3 2025
Added 38.77%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
9,398
shares
|
$407,027
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
9,375
shares
|
$406,031
0.04% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
9,319
shares
|
$403,605
0.05% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
9,313
shares
|
$403,346
0.25% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
9,263
shares
|
$401,180
0.01% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
9,223
shares
|
$399,448
0.32% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
9,213
shares
|
$399,015
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
9,047
shares
|
$391,825
0.12% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
9,016
shares
|
$390,482
0.21% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
8,970
shares
|
$388,490
0.03% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
8,921
shares
|
$386,368
0.23% of portfolio
|
Q2 2025
Added 24.84%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
8,783
shares
|
$380,391
0.29% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
8,782
shares
|
$380,348
0.0% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
8,755
shares
|
$379,179
0.03% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
8,741
shares
|
$378,572
0.01% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
8,709
shares
|
$377,186
0.12% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
8,701
shares
|
$376,840
0.01% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
8,692
shares
|
$376,450
0.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,688
shares
|
$376,277
0.02% of portfolio
|
Q2 2025
Added 21.26%
|