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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,780
shares
|
$336,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,764
shares
|
$336,258
0.0% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
7,758
shares
|
$335,998
0.1% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
7,724
shares
|
$334,526
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
7,680
shares
|
$332,620
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
7,667
shares
|
$332,057
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
7,650
shares
|
$331,321
0.0% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
7,603
shares
|
$329,285
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,578
shares
|
$328,203
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
7,576
shares
|
$328,116
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
7,545
shares
|
$326,773
0.12% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,530
shares
|
$326,124
0.05% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$324,825
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
7,469
shares
|
$323,482
0.13% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
7,430
shares
|
$321,793
0.11% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,422
shares
|
$321,446
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,358
shares
|
$318,674
0.07% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
7,348
shares
|
$318,241
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,322
shares
|
$317,115
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
7,247
shares
|
$313,867
0.05% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
7,240
shares
|
$313,564
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
7,173
shares
|
$310,662
0.01% of portfolio
|
Q3 2025
Added 27.98%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
7,166
shares
|
$310,359
0.09% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
7,158
shares
|
$310,012
0.12% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,123
shares
|
$308,497
0.02% of portfolio
|
Q4 2023
New holding
|