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 1,145 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
259
shares
|
$10,670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
243
shares
|
$10,011
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
242
shares
|
$9,970
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
241
shares
|
$9,929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
218
shares
|
$8,981
0.0% of portfolio
|
Q4 2019
Reduced 95.77%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
215
shares
|
$8,858
0.0% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
192
shares
|
$7,910
0.0% of portfolio
|
Q1 2025
Reduced 91.49%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
187
shares
|
$7,704
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
177
shares
|
$7,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
175
shares
|
$7,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
159
shares
|
$6,550
0.0% of portfolio
|
Q3 2022
Reduced 74.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
159
shares
|
$6,550
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
153
shares
|
$6,303
0.0% of portfolio
|
Q1 2022
Added 15.91%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
151
shares
|
$6,221
0.0% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
130
shares
|
$5,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
130
shares
|
$5,356
0.0% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
124
shares
|
$5,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
117
shares
|
$4,820
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
117
shares
|
$4,820
0.0% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
100
shares
|
$4,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
99
shares
|
$4,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
94
shares
|
$3,872
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
91
shares
|
$3,749
0.0% of portfolio
|
Q2 2025
Reduced 61.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
89
shares
|
$3,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
82
shares
|
$3,378
0.0% of portfolio
|
Q4 2024
New holding
|