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 |
|---|---|---|---|---|---|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
6,259
shares
|
$257,870
0.02% of portfolio
|
Q2 2025
Reduced 69.61%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,209
shares
|
$255,810
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,139
shares
|
$252,926
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
6,124
shares
|
$252,308
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
6,096
shares
|
$251,155
0.04% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
6,094
shares
|
$251,072
0.03% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
6,087
shares
|
$250,784
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
6,020
shares
|
$248,024
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
6,011
shares
|
$247,653
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
5,994
shares
|
$246,952
0.11% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
5,967
shares
|
$245,840
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
5,963
shares
|
$245,675
0.06% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,936
shares
|
$244,563
0.09% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
5,909
shares
|
$243,450
0.11% of portfolio
|
Q1 2024
Reduced 46.45%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
5,774
shares
|
$237,888
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
5,747
shares
|
$236,776
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
5,731
shares
|
$236,117
0.08% of portfolio
|
Q2 2025
Reduced 22.79%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
5,708
shares
|
$235,169
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
5,700
shares
|
$234,840
0.11% of portfolio
|
Q2 2025
Reduced 27.19%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,683
shares
|
$234,139
0.0% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
5,655
shares
|
$232,986
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
5,636
shares
|
$232,203
0.02% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
5,630
shares
|
$231,956
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
5,629
shares
|
$231,914
0.1% of portfolio
|
Q2 2025
Reduced 64.94%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,624
shares
|
$231,708
0.03% of portfolio
|
Q2 2025
Added 1.41%
|