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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,980
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Added 146.12%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
26,864
shares
|
$1.11 Million
0.55% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
26,672
shares
|
$1.1 Million
0.34% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
26,653
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
26,600
shares
|
$1.1 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
26,593
shares
|
$1.1 Million
0.19% of portfolio
|
Q3 2022
Reduced 17.14%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
26,484
shares
|
$1.09 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
26,469
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
26,262
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
26,148
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
25,997
shares
|
$1.07 Million
1.51% of portfolio
|
Q2 2025
Reduced 54.83%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
25,818
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
25,765
shares
|
$1.06 Million
0.29% of portfolio
|
Q2 2025
Reduced 78.49%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
25,582
shares
|
$1.05 Million
10.88% of portfolio
|
Q4 2022
Reduced 84.19%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
25,189
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
25,133
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
24,916
shares
|
$1.03 Million
0.46% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
24,616
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 34.03%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
24,561
shares
|
$1.01 Million
0.77% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
24,369
shares
|
$1 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
24,351
shares
|
$1 Million
0.22% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
24,313
shares
|
$1 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
24,289
shares
|
$1 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
24,253
shares
|
$999,223
0.04% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
24,243
shares
|
$998,811
0.24% of portfolio
|
Q2 2022
Reduced 45.76%
|