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 1,145 institutions that hold shares in the stock, with a total of 576 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 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 |
Aug 13, 2025 Q2 2025 |
59,746,614
shares
|
$2.46 Billion
4.84% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
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%
|
|
|
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 |
Aug 15, 2025 Q2 2025 |
8,887,478
shares
|
$366 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
8,391,174
shares
|
$346 Million
0.06% of portfolio
|
Q2 2025
Added 15.23%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,726,859
shares
|
$318 Million
0.67% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,647,594
shares
|
$274 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,077,404
shares
|
$250 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,612,518
shares
|
$231 Million
0.02% of portfolio
|
Q2 2025
Added 26.87%
|
|
|
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%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
5,024,596
shares
|
$207 Million
2.58% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,668,698
shares
|
$192 Million
0.01% of portfolio
|
Q2 2025
Reduced 59.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,418,246
shares
|
$182 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
|
$170 Million
13.83% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,112,120
shares
|
$169 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
|
$164 Million
0.16% of portfolio
|
Q2 2025
Added 686.53%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,145,883
shares
|
$130 Million
0.05% of portfolio
|
Q2 2025
Added 12.07%
|