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 956 institutions that hold shares in the stock, with a total of 489 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
61,894,486
shares
|
$2.21 Billion
4.77% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
53,357,013
shares
|
$1.9 Billion
1.99% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
29,863,752
shares
|
$1.07 Billion
6.96% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
27,260,572
shares
|
$973 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
17,576,000
shares
|
$627 Million
16.39% of portfolio
|
Q1 2024
Added 53.29%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
13,153,491
shares
|
$469 Million
1.48% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,425,714
shares
|
$408 Million
1.85% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,107,881
shares
|
$361 Million
1.19% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,617,027
shares
|
$308 Million
0.07% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,993,926
shares
|
$250 Million
6.08% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,960,568
shares
|
$248 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,595,639
shares
|
$235 Million
0.02% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,101,956
shares
|
$218 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
5,699,907
shares
|
$203 Million
16.26% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,421,337
shares
|
$193 Million
0.02% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,259,797
shares
|
$188 Million
2.42% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
5,188,322
shares
|
$185 Million
2.76% of portfolio
|
Q2 2023
Added 7.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,934,577
shares
|
$176 Million
0.33% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,640,702
shares
|
$166 Million
0.41% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,405,127
shares
|
$157 Million
5.41% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
3,628,564
shares
|
$130 Million
3.28% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,346,046
shares
|
$119 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,339,433
shares
|
$119 Million
0.67% of portfolio
|
Q2 2023
Added 7.23%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,001,680
shares
|
$107 Million
0.27% of portfolio
|
Q3 2024
Added 117.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,996,341
shares
|
$107 Million
7.48% of portfolio
|
Q4 2023
Added 3.78%
|