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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
109,894
shares
|
$4.53 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
109,882
shares
|
$4.53 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.58%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
109,305
shares
|
$4.5 Million
2.81% of portfolio
|
Q2 2025
Reduced 24.33%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
109,067
shares
|
$4.49 Million
0.35% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
107,204
shares
|
$4.42 Million
0.91% of portfolio
|
Q2 2025
Reduced 18.24%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
105,692
shares
|
$4.35 Million
0.43% of portfolio
|
Q2 2025
Added 41.92%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
105,616
shares
|
$4.35 Million
2.9% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
104,837
shares
|
$4.32 Million
1.14% of portfolio
|
Q2 2025
Added 41.98%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
104,466
shares
|
$4.3 Million
1.93% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
104,261
shares
|
$4.3 Million
2.43% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
104,193
shares
|
$4.29 Million
2.1% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
102,603
shares
|
$4.23 Million
0.38% of portfolio
|
Q2 2025
Added 23.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
101,618
shares
|
$4.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
100,937
shares
|
$4.16 Million
2.13% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
100,738
shares
|
$4.15 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
100,736
shares
|
$4.15 Million
3.07% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
100,358
shares
|
$4.13 Million
3.8% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
100,353
shares
|
$4.13 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
100,142
shares
|
$4.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
99,967
shares
|
$4.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 39.74%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
98,072
shares
|
$4.04 Million
0.55% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
98,032
shares
|
$4.04 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
97,601
shares
|
$4.02 Million
0.13% of portfolio
|
Q2 2025
Added 433.16%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
97,595
shares
|
$4.02 Million
2.88% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
97,442
shares
|
$4.01 Million
0.11% of portfolio
|
Q3 2022
Added 7.09%
|