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 |
|---|---|---|---|---|---|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,045
shares
|
$45,258
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
1,039
shares
|
$44,999
0.03% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
991
shares
|
$42,920
0.02% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
930
shares
|
$40,278
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
913
shares
|
$39,542
0.0% of portfolio
|
Q4 2024
Reduced 30.68%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
908
shares
|
$39,325
0.02% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
897
shares
|
$38,849
0.0% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
888
shares
|
$38,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
885
shares
|
$38,329
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
872
shares
|
$37,766
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
851
shares
|
$36,856
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
780
shares
|
$33,781
0.0% of portfolio
|
Q3 2025
Reduced 59.35%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
745
shares
|
$32,265
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
734
shares
|
$31,789
0.0% of portfolio
|
Q2 2025
Added 78.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
717
shares
|
$31,053
0.01% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
711
shares
|
$30,793
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
700
shares
|
$30,317
0.0% of portfolio
|
Q2 2025
Reduced 95.59%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
689
shares
|
$29,840
0.02% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
661
shares
|
$28,627
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
634
shares
|
$27,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
628
shares
|
$27,198
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
624
shares
|
$27,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
616
shares
|
$26,678
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
611
shares
|
$26,462
0.0% of portfolio
|
Q2 2025
Added 1427.5%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
606
shares
|
$26,245
0.0% of portfolio
|
Q1 2025
Reduced 76.36%
|