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 1,088 institutions that hold shares in the stock, with a total of 550 Million shares, which have been reported (via 13F filing form) to have a value of $21.9 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
|
$3.45 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
|
$2.6 Billion
5.11% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31,646,663
shares
|
$1.26 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
|
$1.22 Billion
0.45% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12,968,374
shares
|
$516 Million
1.88% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
12,850,044
shares
|
$512 Million
1.46% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
11,504,374
shares
|
$458 Million
0.02% of portfolio
|
Q1 2025
Added 47.18%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,107,881
shares
|
$402 Million
1.19% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,716,129
shares
|
$387 Million
0.03% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,669,937
shares
|
$305 Million
0.09% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,282,203
shares
|
$290 Million
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,428,708
shares
|
$256 Million
0.33% of portfolio
|
Q1 2025
Added 395.89%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
6,250,807
shares
|
$249 Million
5.77% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,191,508
shares
|
$246 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,158,497
shares
|
$245 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
|
$216 Million
19.85% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,188,322
shares
|
$207 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
|
$205 Million
1.44% of portfolio
|
Q1 2025
Reduced 76.54%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,495,888
shares
|
$179 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
|
$176 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
4,211,961
shares
|
$168 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
|
$160 Million
0.35% of portfolio
|
Q4 2024
Added 23.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,488,793
shares
|
$139 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
|
$133 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
|
$132 Million
14.7% of portfolio
|
Q1 2025
Added 4.57%
|