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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
23,911
shares
|
$985,133
0.12% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
23,820
shares
|
$981,384
0.37% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
23,782
shares
|
$979,818
0.05% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
23,776
shares
|
$979,571
0.42% of portfolio
|
Q2 2025
Added 55.26%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
23,761
shares
|
$978,953
0.17% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
23,639
shares
|
$973,926
0.01% of portfolio
|
Q2 2025
Added 119.86%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
23,597
shares
|
$972,196
0.02% of portfolio
|
Q1 2023
Reduced 48.29%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
23,513
shares
|
$968,735
0.5% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
23,473
shares
|
$967,087
0.68% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
23,308
shares
|
$960,289
0.39% of portfolio
|
Q2 2025
Added 13.1%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
23,163
shares
|
$954,315
0.03% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
22,935
shares
|
$944,922
0.02% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
22,879
shares
|
$942,614
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
22,810
shares
|
$939,772
0.05% of portfolio
|
Q1 2025
Added 192.06%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
22,686
shares
|
$934,663
0.62% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
22,661
shares
|
$933,633
0.16% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
22,552
shares
|
$929,142
0.69% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
22,500
shares
|
$927,000
0.36% of portfolio
|
Q2 2021
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
22,448
shares
|
$924,857
0.14% of portfolio
|
Q2 2025
Reduced 33.23%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
22,437
shares
|
$924,404
0.12% of portfolio
|
Q1 2025
Added 147.76%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
22,431
shares
|
$924,157
0.12% of portfolio
|
Q2 2025
Reduced 27.17%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
22,294
shares
|
$918,512
0.17% of portfolio
|
Q2 2025
Added 36.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
22,282
shares
|
$918,018
0.02% of portfolio
|
Q2 2025
Reduced 29.96%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
21,774
shares
|
$897,088
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
21,692
shares
|
$893,710
0.18% of portfolio
|
Q2 2025
Added 4.7%
|