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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1,900
shares
|
$82,289
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,875
shares
|
$81,206
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,810
shares
|
$78,391
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,809
shares
|
$78,347
0.02% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1,800
shares
|
$77,958
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,751
shares
|
$75,835
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,612
shares
|
$69,815
0.01% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
1,579
shares
|
$68,386
0.07% of portfolio
|
Q3 2025
Added 29.32%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
1,525
shares
|
$66,047
0.0% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$65,701
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,499
shares
|
$64,921
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,403
shares
|
$60,763
0.07% of portfolio
|
Q3 2025
Reduced 47.1%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,400
shares
|
$60,634
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,398
shares
|
$60,547
0.03% of portfolio
|
Q2 2019
Reduced 22.46%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,387
shares
|
$60,070
0.03% of portfolio
|
Q3 2025
Added 81.07%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
1,382
shares
|
$59,854
0.05% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,367
shares
|
$59,204
0.01% of portfolio
|
Q3 2025
Reduced 24.97%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,274
shares
|
$55,176
0.02% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
1,246
shares
|
$53,964
0.02% of portfolio
|
Q3 2025
Added 67.02%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
1,210
shares
|
$52,405
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,145
shares
|
$49,589
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
1,103
shares
|
$47,770
0.01% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,093
shares
|
$47,337
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,064
shares
|
$46,081
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,061
shares
|
$45,951
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|