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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
6,855
shares
|
$282,426
0.09% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
6,843
shares
|
$281,931
0.01% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
6,841
shares
|
$281,849
0.38% of portfolio
|
Q4 2024
Reduced 57.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,829
shares
|
$281,354
0.0% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
6,827
shares
|
$281,272
0.27% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
6,778
shares
|
$279,253
0.09% of portfolio
|
Q2 2025
Reduced 58.4%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
6,769
shares
|
$278,882
0.01% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
6,723
shares
|
$276,987
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,709
shares
|
$276,410
0.13% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
6,705
shares
|
$276,246
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
6,657
shares
|
$274,268
0.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
6,608
shares
|
$272,249
0.03% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
6,558
shares
|
$270,189
0.02% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
6,558
shares
|
$270,189
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
6,530
shares
|
$269,036
0.0% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
6,511
shares
|
$268,253
0.23% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
6,460
shares
|
$266,152
0.14% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
6,442
shares
|
$265,410
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
6,419
shares
|
$264,462
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
6,375
shares
|
$262,650
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,365
shares
|
$262,238
0.01% of portfolio
|
Q2 2025
Reduced 31.48%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
6,332
shares
|
$260,878
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
6,324
shares
|
$260,548
0.17% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
6,275
shares
|
$258,530
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,274
shares
|
$258,488
0.03% of portfolio
|
Q1 2025
Reduced 0.41%
|