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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
332
shares
|
$14,378
0.0% of portfolio
|
Q3 2025
Reduced 60.52%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
326
shares
|
$14,119
0.0% of portfolio
|
Q4 2022
Reduced 49.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
325
shares
|
$14,075
0.0% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
300
shares
|
$12,993
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
260
shares
|
$11,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
259
shares
|
$11,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
243
shares
|
$10,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
242
shares
|
$10,481
0.0% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
241
shares
|
$10,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
218
shares
|
$9,441
0.0% of portfolio
|
Q4 2019
Reduced 95.77%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
215
shares
|
$9,311
0.0% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
207
shares
|
$8,965
0.0% of portfolio
|
Q3 2025
Added 132.58%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
192
shares
|
$8,315
0.0% of portfolio
|
Q1 2025
Reduced 91.49%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
187
shares
|
$8,098
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
160
shares
|
$6,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
159
shares
|
$6,886
0.0% of portfolio
|
Q3 2022
Reduced 74.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
159
shares
|
$6,886
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
157
shares
|
$6,799
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
153
shares
|
$6,626
0.0% of portfolio
|
Q1 2022
Added 15.91%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
151
shares
|
$6,539
0.0% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
140
shares
|
$6,063
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
127
shares
|
$5,500
0.0% of portfolio
|
Q3 2025
Added 39.56%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
124
shares
|
$5,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
117
shares
|
$5,067
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
111
shares
|
$4,807
0.0% of portfolio
|
Q3 2025
Reduced 5.13%
|