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 1,176 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
99,636,348
shares
|
$4.31 Billion
3.47% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
59,746,614
shares
|
$2.59 Billion
4.84% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
31,953,401
shares
|
$1.38 Billion
6.42% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
30,006,248
shares
|
$1.3 Billion
0.43% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
17,576,000
shares
|
$761 Million
16.36% of portfolio
|
Q2 2025
Added 240.82%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,633,828
shares
|
$633 Million
1.88% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
13,580,167
shares
|
$588 Million
1.44% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,107,881
shares
|
$437 Million
1.19% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,887,478
shares
|
$385 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,391,174
shares
|
$363 Million
0.06% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,726,859
shares
|
$334 Million
0.67% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
7,371,836
shares
|
$319 Million
0.1% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
6,521,890
shares
|
$282 Million
2.37% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,722,446
shares
|
$248 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,612,518
shares
|
$243 Million
0.02% of portfolio
|
Q2 2025
Added 26.87%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,188,322
shares
|
$225 Million
2.76% of portfolio
|
Q2 2023
Added 7.19%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,024,596
shares
|
$217 Million
2.58% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,985,322
shares
|
$216 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,668,698
shares
|
$202 Million
0.01% of portfolio
|
Q2 2025
Reduced 59.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,418,246
shares
|
$191 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
4,136,950
shares
|
$179 Million
13.83% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,112,120
shares
|
$178 Million
5.24% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
3,983,830
shares
|
$172 Million
0.16% of portfolio
|
Q2 2025
Added 686.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
3,694,128
shares
|
$160 Million
1.89% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,339,433
shares
|
$145 Million
0.67% of portfolio
|
Q2 2023
Added 7.23%
|