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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
913
shares
|
$37,615
0.0% of portfolio
|
Q4 2024
Reduced 30.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
897
shares
|
$36,956
0.0% of portfolio
|
Q2 2024
Reduced 35.19%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
888
shares
|
$36,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
885
shares
|
$36,462
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
872
shares
|
$35,926
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
851
shares
|
$35,061
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
841
shares
|
$34,649
0.0% of portfolio
|
Q2 2025
Added 331.28%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
820
shares
|
$33,784
0.02% of portfolio
|
Q2 2025
Added 36.44%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
816
shares
|
$33,619
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
766
shares
|
$31,559
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
746
shares
|
$30,735
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
745
shares
|
$30,694
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
734
shares
|
$30,240
0.0% of portfolio
|
Q2 2025
Added 78.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
717
shares
|
$29,540
0.01% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
711
shares
|
$29,293
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
700
shares
|
$28,840
0.0% of portfolio
|
Q2 2025
Reduced 95.59%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
689
shares
|
$28,386
0.02% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
661
shares
|
$27,233
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
639
shares
|
$26,326
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
628
shares
|
$25,873
0.01% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
625
shares
|
$25,750
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
624
shares
|
$25,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
616
shares
|
$25,379
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
611
shares
|
$25,173
0.0% of portfolio
|
Q2 2025
Added 1427.5%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
606
shares
|
$24,967
0.0% of portfolio
|
Q1 2025
Reduced 76.36%
|