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 |
|---|---|---|---|---|---|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,873
shares
|
$77,167
0.06% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,822
shares
|
$75,066
0.03% of portfolio
|
Q2 2025
Reduced 17.07%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,810
shares
|
$74,572
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,809
shares
|
$74,530
0.02% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1,800
shares
|
$74,160
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
1,769
shares
|
$72,882
0.01% of portfolio
|
Q4 2024
Reduced 61.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,751
shares
|
$72,141
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,612
shares
|
$66,414
0.01% of portfolio
|
Q3 2024
Added 89.2%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,583
shares
|
$65,219
0.02% of portfolio
|
Q2 2025
Reduced 60.29%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,517
shares
|
$62,500
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,499
shares
|
$61,758
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,400
shares
|
$57,680
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,398
shares
|
$57,597
0.03% of portfolio
|
Q2 2019
Reduced 22.46%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
1,382
shares
|
$56,938
0.05% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,236
shares
|
$50,923
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,221
shares
|
$50,305
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
1,210
shares
|
$49,852
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,145
shares
|
$47,174
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
1,103
shares
|
$45,443
0.02% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
1,101
shares
|
$45,361
0.04% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,093
shares
|
$45,031
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,071
shares
|
$44,125
0.03% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,064
shares
|
$43,836
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,061
shares
|
$43,713
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
1,045
shares
|
$43,054
0.01% of portfolio
|
Q1 2023
New holding
|