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 896 institutions that hold shares in the stock, with a total of 468 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
59,549,380
shares
|
$2.16 Billion
4.82% of portfolio
|
Q1 2024
Added 2.08%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
53,089,955
shares
|
$1.93 Billion
2.11% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
28,337,334
shares
|
$1.03 Billion
7.25% of portfolio
|
Q1 2024
Added 3.03%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
25,602,228
shares
|
$929 Million
0.5% of portfolio
|
Q1 2024
Added 2.77%
|
|
Auto Owners Insurance CO
Lansing, MI |
May 08, 2024 Q1 2024 |
17,576,000
shares
|
$638 Million
16.73% of portfolio
|
Q1 2024
Added 53.29%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
12,479,734
shares
|
$453 Million
1.37% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,107,881
shares
|
$367 Million
1.19% of portfolio
|
Q2 2023
Added 0.28%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
9,915,606
shares
|
$360 Million
1.73% of portfolio
|
Q1 2024
Added 9.85%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
7,769,852
shares
|
$282 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.69%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
7,733,409
shares
|
$281 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2024 Q1 2024 |
7,417,326
shares
|
$269 Million
17.29% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,269,802
shares
|
$228 Million
5.09% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,088,186
shares
|
$221 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Signature Estate & Investment Advisors LLC
|
May 10, 2024 Q1 2024 |
5,947,385
shares
|
$216 Million
6.03% of portfolio
|
Q1 2024
Reduced 4.62%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
5,576,635
shares
|
$202 Million
0.02% of portfolio
|
Q1 2024
Added 10.29%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,188,322
shares
|
$188 Million
2.76% of portfolio
|
Q2 2023
Added 7.19%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,767,544
shares
|
$173 Million
0.01% of portfolio
|
Q1 2024
Added 28.59%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
4,702,841
shares
|
$171 Million
0.35% of portfolio
|
Q1 2024
Added 186.65%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
4,619,321
shares
|
$168 Million
2.47% of portfolio
|
Q1 2024
Added 5.48%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
4,402,646
shares
|
$160 Million
0.36% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
3,883,071
shares
|
$141 Million
0.21% of portfolio
|
Q1 2024
Added 1.0%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
3,817,466
shares
|
$139 Million
5.65% of portfolio
|
Q1 2024
Added 27.23%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
3,736,913
shares
|
$136 Million
0.04% of portfolio
|
Q1 2024
Added 1.29%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,339,433
shares
|
$121 Million
0.67% of portfolio
|
Q2 2023
Added 7.23%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
3,061,366
shares
|
$111 Million
3.09% of portfolio
|
Q1 2024
Reduced 3.32%
|