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 |
|---|---|---|---|---|---|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,490
shares
|
$308,588
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
7,467
shares
|
$307,640
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,422
shares
|
$305,786
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
7,326
shares
|
$301,831
0.05% of portfolio
|
Q2 2025
Reduced 45.82%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
7,322
shares
|
$301,666
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
7,240
shares
|
$298,288
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
7,221
shares
|
$297,505
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
7,196
shares
|
$296,475
0.01% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
7,166
shares
|
$295,239
0.09% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
7,158
shares
|
$294,909
0.12% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,123
shares
|
$293,467
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
7,115
shares
|
$293,138
0.02% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
7,014
shares
|
$288,976
0.05% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
7,002
shares
|
$288,482
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
7,000
shares
|
$288,400
0.01% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,974
shares
|
$287,328
0.06% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
6,957
shares
|
$286,628
0.01% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
6,950
shares
|
$286,340
0.14% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
6,942
shares
|
$286,010
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
6,914
shares
|
$284,856
0.03% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
6,909
shares
|
$284,650
0.04% of portfolio
|
Q2 2025
Reduced 26.22%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
6,905
shares
|
$284,486
0.03% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
6,880
shares
|
$283,456
0.02% of portfolio
|
Q4 2023
Reduced 15.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,872
shares
|
$283,126
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,862
shares
|
$282,714
0.03% of portfolio
|
Q1 2025
Reduced 24.41%
|