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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
542
shares
|
$22,330
0.0% of portfolio
|
Q2 2025
Added 32.2%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
510
shares
|
$21,012
0.0% of portfolio
|
Q2 2024
Added 639.13%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
498
shares
|
$20,517
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
483
shares
|
$19,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
480
shares
|
$19,776
0.0% of portfolio
|
Q2 2025
Reduced 35.91%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
470
shares
|
$19,364
0.0% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
469
shares
|
$19,322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
465
shares
|
$19,158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
448
shares
|
$18,457
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
422
shares
|
$17,386
0.01% of portfolio
|
Q2 2025
Added 70.85%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
412
shares
|
$16,974
0.0% of portfolio
|
Q2 2024
Added 20.12%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
410
shares
|
$16,892
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
404
shares
|
$16,644
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
389
shares
|
$16,026
0.01% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
369
shares
|
$15,202
0.0% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
367
shares
|
$15,120
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
354
shares
|
$14,584
0.0% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
347
shares
|
$14,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
345
shares
|
$14,214
0.01% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
326
shares
|
$13,431
0.0% of portfolio
|
Q4 2022
Reduced 49.61%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
325
shares
|
$13,390
0.0% of portfolio
|
Q4 2024
Reduced 40.69%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
300
shares
|
$12,360
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
297
shares
|
$12,236
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
274
shares
|
$11,288
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
260
shares
|
$10,712
0.01% of portfolio
|
Q2 2025
New holding
|