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 |
|---|---|---|---|---|---|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
7,115
shares
|
$308,150
0.02% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
7,048
shares
|
$305,248
0.05% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
7,018
shares
|
$303,949
0.17% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
7,014
shares
|
$303,776
0.05% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
7,002
shares
|
$303,256
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
7,000
shares
|
$303,170
0.16% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,000
shares
|
$303,170
0.01% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
6,944
shares
|
$300,744
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
6,942
shares
|
$300,658
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
6,940
shares
|
$300,571
0.14% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
6,909
shares
|
$299,228
0.04% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Oct 28, 2025 Q3 2025 |
6,905
shares
|
$299,055
0.02% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Shaker Investments LLC
|
Oct 17, 2025 Q3 2025 |
6,896
shares
|
$298,665
0.12% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
6,880
shares
|
$297,972
0.02% of portfolio
|
Q4 2023
Reduced 15.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
6,872
shares
|
$297,626
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,862
shares
|
$297,193
0.03% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
6,855
shares
|
$296,890
0.26% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
6,855
shares
|
$296,890
0.09% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,843
shares
|
$296,370
0.01% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
6,841
shares
|
$296,283
0.38% of portfolio
|
Q4 2024
Reduced 57.64%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
6,805
shares
|
$294,724
0.01% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
6,797
shares
|
$294,378
0.23% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
6,779
shares
|
$293,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
6,769
shares
|
$293,165
0.01% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
6,727
shares
|
$291,346
0.23% of portfolio
|
Q3 2025
New holding
|