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 |
|---|---|---|---|---|---|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
8,661
shares
|
$375,107
0.14% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,584
shares
|
$371,773
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
8,582
shares
|
$371,686
0.13% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
8,570
shares
|
$371,166
0.0% of portfolio
|
Q2 2025
Added 44.15%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
8,489
shares
|
$367,658
0.05% of portfolio
|
Q3 2025
Added 65.51%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
8,476
shares
|
$367,095
0.01% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,381
shares
|
$362,981
0.03% of portfolio
|
Q2 2025
Added 38.41%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
8,378
shares
|
$362,851
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
8,374
shares
|
$362,677
0.2% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
8,346
shares
|
$361,465
0.05% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
8,341
shares
|
$361,248
0.14% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
8,324
shares
|
$360,512
0.25% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Oct 14, 2025 Q3 2025 |
8,321
shares
|
$360,382
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,276
shares
|
$358,433
0.06% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
8,275
shares
|
$358,390
0.11% of portfolio
|
Q3 2025
Added 31.87%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
8,267
shares
|
$358,043
0.2% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
8,195
shares
|
$354,925
0.07% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
8,172
shares
|
$353,929
0.11% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
8,124
shares
|
$351,850
0.05% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
8,016
shares
|
$347,172
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
8,012
shares
|
$346,999
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
7,931
shares
|
$343,491
0.09% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,908
shares
|
$342,495
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
7,887
shares
|
$341,585
0.19% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
7,827
shares
|
$338,987
0.04% of portfolio
|
Q2 2025
Reduced 1.24%
|