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 1,076 institutions that hold shares in the stock, with a total of 532 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$2.53 Billion
4.81% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31,646,663
shares
|
$1.2 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
|
$1.16 Billion
0.45% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
12,968,374
shares
|
$491 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
|
$487 Million
1.46% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
10,107,881
shares
|
$383 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
|
$296 Million
0.01% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,669,937
shares
|
$290 Million
0.09% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
7,279,969
shares
|
$276 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
6,883,460
shares
|
$261 Million
6.18% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,428,708
shares
|
$243 Million
0.33% of portfolio
|
Q1 2025
Added 395.89%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,201,642
shares
|
$235 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
|
$225 Million
15.99% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
5,832,251
shares
|
$221 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
|
$198 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%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
5,157,000
shares
|
$195 Million
1.44% of portfolio
|
Q1 2025
Reduced 76.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,142,599
shares
|
$195 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%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,476,526
shares
|
$132 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%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,284,240
shares
|
$124 Million
0.5% of portfolio
|
Q1 2025
Added 47.35%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
3,162,651
shares
|
$120 Million
14.2% of portfolio
|
Q4 2024
Added 19.26%
|