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 1,107 institutions that hold shares in the stock, with a total of 558 Million shares, which have been reported (via 13F filing form) to have a value of $22.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
86,619,802
shares
|
$3.57 Billion
2.98% of portfolio
|
Q1 2025
Added 26.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
65,209,436
shares
|
$2.69 Billion
5.11% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31,646,663
shares
|
$1.3 Billion
6.63% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
30,733,565
shares
|
$1.27 Billion
0.45% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,181,618
shares
|
$585 Million
2.02% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
12,850,044
shares
|
$530 Million
1.46% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
11,504,374
shares
|
$474 Million
0.02% of portfolio
|
Q1 2025
Added 47.18%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,107,881
shares
|
$417 Million
1.19% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,716,129
shares
|
$400 Million
0.03% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,669,937
shares
|
$316 Million
0.09% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,282,203
shares
|
$300 Million
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,428,708
shares
|
$265 Million
0.33% of portfolio
|
Q1 2025
Added 395.89%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
6,250,807
shares
|
$258 Million
5.77% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,191,508
shares
|
$255 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,158,497
shares
|
$254 Million
2.49% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
5,421,407
shares
|
$223 Million
19.85% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,188,322
shares
|
$214 Million
2.76% of portfolio
|
Q2 2023
Added 7.19%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
5,157,000
shares
|
$213 Million
1.44% of portfolio
|
Q1 2025
Reduced 76.54%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,495,888
shares
|
$185 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,423,677
shares
|
$182 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,211,961
shares
|
$174 Million
5.26% of portfolio
|
Q1 2025
Added 60.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
4,008,572
shares
|
$165 Million
0.35% of portfolio
|
Q4 2024
Added 23.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,488,793
shares
|
$144 Million
0.04% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,339,433
shares
|
$138 Million
0.67% of portfolio
|
Q2 2023
Added 7.23%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
3,307,179
shares
|
$136 Million
14.7% of portfolio
|
Q1 2025
Added 4.57%
|