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 Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
4,854
shares
|
$210,226
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
4,807
shares
|
$208,191
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
4,799
shares
|
$207,844
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,789
shares
|
$207,411
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
4,742
shares
|
$205,376
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,700
shares
|
$203,557
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
4,699
shares
|
$203,513
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,679
shares
|
$202,647
0.0% of portfolio
|
Q2 2025
Added 5537.35%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4,460
shares
|
$193,162
0.11% of portfolio
|
Q2 2024
Added 10.29%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,250
shares
|
$184,067
0.05% of portfolio
|
Q1 2020
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
4,098
shares
|
$177,484
0.18% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
4,071
shares
|
$176,315
0.13% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
4,055
shares
|
$175,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
3,895
shares
|
$168,692
0.04% of portfolio
|
Q2 2025
Added 6285.25%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
3,850
shares
|
$166,743
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
3,743
shares
|
$162,109
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,332
shares
|
$144,308
0.01% of portfolio
|
Q3 2025
Reduced 76.53%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,249
shares
|
$140,714
0.03% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
3,215
shares
|
$139,241
0.07% of portfolio
|
Q4 2023
Reduced 15.68%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
3,211
shares
|
$139,068
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,186
shares
|
$137,985
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,159
shares
|
$136,816
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
2,990
shares
|
$129,496
0.02% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,927
shares
|
$126,768
0.0% of portfolio
|
Q2 2025
Reduced 54.84%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,912
shares
|
$126,118
0.05% of portfolio
|
Q2 2025
Reduced 0.48%
|