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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
14,769
shares
|
$608,482
0.06% of portfolio
|
Q2 2025
Added 44.72%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
14,500
shares
|
$597,400
0.02% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
14,392
shares
|
$592,950
0.4% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
14,368
shares
|
$591,961
0.15% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
14,312
shares
|
$589,654
0.23% of portfolio
|
Q2 2025
Added 48.59%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
14,300
shares
|
$589,160
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
14,196
shares
|
$584,875
0.05% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
14,145
shares
|
$582,774
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,130
shares
|
$582,156
0.01% of portfolio
|
Q2 2024
Added 140.31%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
14,117
shares
|
$581,620
0.26% of portfolio
|
Q2 2025
Reduced 18.77%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
14,020
shares
|
$577,624
0.39% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
13,986
shares
|
$576,223
0.11% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
13,953
shares
|
$574,863
0.02% of portfolio
|
Q2 2025
Reduced 45.59%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
13,919
shares
|
$573,462
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
13,745
shares
|
$566,294
0.03% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
13,701
shares
|
$564,481
0.32% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,695
shares
|
$564,234
0.12% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
13,667
shares
|
$563,080
0.05% of portfolio
|
Q1 2020
Reduced 3.05%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
13,588
shares
|
$559,825
0.11% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
13,403
shares
|
$552,203
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
13,383
shares
|
$551,379
0.18% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
13,361
shares
|
$550,473
0.14% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
13,225
shares
|
$544,870
0.35% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
13,175
shares
|
$542,810
0.14% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
13,121
shares
|
$540,585
0.14% of portfolio
|
Q2 2025
Added 0.92%
|