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 |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,007
shares
|
$206,288
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$206,000
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,981
shares
|
$205,217
0.06% of portfolio
|
Q2 2025
Reduced 24.52%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
4,947
shares
|
$203,816
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
4,944
shares
|
$203,692
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
4,881
shares
|
$201,097
0.06% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,679
shares
|
$192,774
0.0% of portfolio
|
Q2 2025
Added 5537.35%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4,460
shares
|
$183,752
0.11% of portfolio
|
Q2 2024
Added 10.29%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
4,340
shares
|
$178,808
0.15% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,250
shares
|
$175,100
0.05% of portfolio
|
Q1 2020
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
4,055
shares
|
$167,066
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
3,895
shares
|
$160,474
0.04% of portfolio
|
Q2 2025
Added 6285.25%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
3,862
shares
|
$159,114
0.09% of portfolio
|
Q2 2025
Added 71.72%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
3,850
shares
|
$158,620
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
3,743
shares
|
$154,211
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,249
shares
|
$133,858
0.03% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
3,215
shares
|
$132,458
0.07% of portfolio
|
Q4 2023
Reduced 15.68%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
3,211
shares
|
$132,293
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,186
shares
|
$131,263
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,159
shares
|
$130,150
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,990
shares
|
$123,188
0.02% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,927
shares
|
$120,592
0.0% of portfolio
|
Q2 2025
Reduced 54.84%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,912
shares
|
$119,974
0.04% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
2,817
shares
|
$116,060
0.08% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
2,813
shares
|
$115,895
0.04% of portfolio
|
Q2 2022
New holding
|