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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
8,374
shares
|
$345,008
0.2% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
8,373
shares
|
$344,967
0.17% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
8,341
shares
|
$343,649
0.14% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
8,335
shares
|
$343,402
0.06% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
8,327
shares
|
$343,072
0.07% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
8,324
shares
|
$342,948
0.25% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,276
shares
|
$340,971
0.06% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
8,012
shares
|
$330,094
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
7,971
shares
|
$328,405
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
7,931
shares
|
$326,757
0.09% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,908
shares
|
$325,809
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
7,887
shares
|
$324,944
0.19% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
7,827
shares
|
$322,472
0.04% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,780
shares
|
$320,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,764
shares
|
$319,876
0.01% of portfolio
|
Q2 2022
Reduced 1.31%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
7,758
shares
|
$319,629
0.1% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
7,724
shares
|
$318,228
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,695
shares
|
$317,034
0.01% of portfolio
|
Q2 2025
Added 42.71%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
7,667
shares
|
$315,880
0.01% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
7,650
shares
|
$315,180
0.0% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
7,603
shares
|
$313,243
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
7,578
shares
|
$312,213
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
7,545
shares
|
$310,854
0.13% of portfolio
|
Q3 2023
Added 4.14%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
7,509
shares
|
$309,370
0.15% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$309,000
0.01% of portfolio
|
Q4 2023
New holding
|