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 1,131 institutions that hold shares in the stock, with a total of 580 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 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
|
$4.11 Billion
3.47% of portfolio
|
Q2 2025
Added 15.03%
|
|
|
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
|
Aug 07, 2025 Q2 2025 |
31,953,401
shares
|
$1.32 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
|
$1.24 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
|
$724 Million
16.36% of portfolio
|
Q2 2025
Added 240.82%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,181,618
shares
|
$584 Million
2.02% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
13,580,167
shares
|
$560 Million
1.44% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
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
|
$416 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%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,282,203
shares
|
$300 Million
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,647,594
shares
|
$274 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,077,404
shares
|
$250 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,269,887
shares
|
$217 Million
0.48% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
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%
|
|
|
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
|
Aug 01, 2025 Q2 2025 |
4,112,120
shares
|
$169 Million
5.24% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
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 |
Aug 08, 2025 Q2 2025 |
3,339,020
shares
|
$138 Million
14.76% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,996,341
shares
|
$123 Million
7.48% of portfolio
|
Q4 2023
Added 3.78%
|