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 |
|---|---|---|---|---|---|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
5,963
shares
|
$258,257
0.06% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,909
shares
|
$255,918
0.11% of portfolio
|
Q1 2024
Reduced 46.45%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
5,882
shares
|
$254,749
0.01% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
5,835
shares
|
$252,713
0.04% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,774
shares
|
$250,071
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
5,761
shares
|
$249,508
0.08% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
5,747
shares
|
$248,902
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,747
shares
|
$248,902
0.1% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
5,731
shares
|
$248,209
0.08% of portfolio
|
Q2 2025
Reduced 22.79%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
5,720
shares
|
$247,733
0.02% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
5,700
shares
|
$246,867
0.11% of portfolio
|
Q2 2025
Reduced 27.19%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
5,688
shares
|
$246,347
0.11% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,683
shares
|
$246,130
0.0% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
5,667
shares
|
$245,437
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
5,636
shares
|
$244,095
0.02% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
5,630
shares
|
$243,835
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
5,629
shares
|
$243,791
0.1% of portfolio
|
Q2 2025
Reduced 64.94%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,624
shares
|
$243,575
0.02% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
5,595
shares
|
$242,319
0.02% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
5,583
shares
|
$241,799
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,539
shares
|
$239,894
0.09% of portfolio
|
Q2 2025
Reduced 30.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,536
shares
|
$239,764
0.0% of portfolio
|
Q2 2025
Reduced 33.46%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
5,535
shares
|
$239,720
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
5,521
shares
|
$239,114
0.05% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
5,508
shares
|
$238,551
0.2% of portfolio
|
Q3 2025
New holding
|