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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,780
shares
|
$114,536
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
2,747
shares
|
$113,176
0.06% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,663
shares
|
$109,715
0.01% of portfolio
|
Q3 2023
Reduced 50.34%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
2,652
shares
|
$109,262
0.06% of portfolio
|
Q2 2025
Reduced 66.6%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,578
shares
|
$106,213
0.03% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,477
shares
|
$102,052
1.11% of portfolio
|
Q3 2022
Reduced 88.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,440
shares
|
$100,528
0.03% of portfolio
|
Q3 2023
Added 283.05%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,378
shares
|
$97,973
0.02% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
2,367
shares
|
$97,520
0.03% of portfolio
|
Q1 2025
Added 57.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,351
shares
|
$96,861
0.0% of portfolio
|
Q1 2023
Reduced 70.7%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,347
shares
|
$96,696
0.06% of portfolio
|
Q4 2024
Reduced 90.15%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
2,270
shares
|
$93,524
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
2,214
shares
|
$91,216
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,206
shares
|
$90,887
0.02% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2,184
shares
|
$89,980
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2,184
shares
|
$89,980
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,158
shares
|
$88,909
0.11% of portfolio
|
Q2 2025
Added 15.09%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
2,157
shares
|
$88,868
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,153
shares
|
$88,703
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
2,100
shares
|
$86,520
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$82,400
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,972
shares
|
$81,246
0.03% of portfolio
|
Q2 2025
Added 35.91%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,919
shares
|
$79,062
0.0% of portfolio
|
Q2 2025
Added 146.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
1,900
shares
|
$78,280
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,875
shares
|
$77,250
0.01% of portfolio
|
Q2 2025
New holding
|