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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
30,409
shares
|
$1.25 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
30,400
shares
|
$1.25 Million
0.34% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
30,144
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
29,984
shares
|
$1.24 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
29,681
shares
|
$1.22 Million
0.19% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
29,184
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
29,116
shares
|
$1.2 Million
0.22% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
29,052
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
28,959
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
28,884
shares
|
$1.19 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
28,722
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
Added 27.63%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
28,611
shares
|
$1.18 Million
0.28% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
28,531
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
28,035
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Added 34.88%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
28,003
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Added 131.47%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
27,997
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
27,874
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
27,730
shares
|
$1.14 Million
0.3% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
27,679
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
27,624
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
27,559
shares
|
$1.14 Million
0.36% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
27,524
shares
|
$1.13 Million
0.35% of portfolio
|
Q2 2025
Reduced 52.5%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
27,222
shares
|
$1.12 Million
0.47% of portfolio
|
Q2 2025
Added 9.18%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
27,110
shares
|
$1.12 Million
0.68% of portfolio
|
Q3 2023
New holding
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
27,024
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2025
New holding
|