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 1,042 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
68,708,048
shares
|
$2.6 Billion
2.29% of portfolio
|
Q4 2024
Added 28.77%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
66,743,946
shares
|
$2.52 Billion
4.81% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
31,712,123
shares
|
$1.2 Billion
6.24% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
28,032,072
shares
|
$1.06 Billion
0.4% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
21,983,000
shares
|
$830 Million
17.44% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
13,314,729
shares
|
$503 Million
1.38% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
12,542,476
shares
|
$474 Million
1.78% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,107,881
shares
|
$382 Million
1.19% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,143,365
shares
|
$308 Million
0.02% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
7,816,439
shares
|
$295 Million
0.01% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
7,279,969
shares
|
$275 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
6,883,460
shares
|
$260 Million
6.18% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,661,475
shares
|
$252 Million
0.08% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,201,642
shares
|
$234 Million
0.51% of portfolio
|
Q4 2024
Added 106.61%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
5,940,696
shares
|
$224 Million
15.99% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,832,251
shares
|
$220 Million
2.31% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,220,085
shares
|
$197 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,188,322
shares
|
$196 Million
2.76% of portfolio
|
Q2 2023
Added 7.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,142,599
shares
|
$194 Million
0.3% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,495,941
shares
|
$170 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,405,127
shares
|
$166 Million
5.41% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
3,628,564
shares
|
$137 Million
3.28% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,476,526
shares
|
$131 Million
0.03% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,339,433
shares
|
$126 Million
0.67% of portfolio
|
Q2 2023
Added 7.23%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
3,162,651
shares
|
$119 Million
14.2% of portfolio
|
Q4 2024
Added 19.26%
|