SPDR PORTFOLIO DEVELOPED WOR (SPDW) Institutional Shareholders
SPDR PORTFOLIO DEVELOPED WOR (SPDW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $29.40B in SPDW holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of SPDW tracked by InsiderSet, reporting ownership valued at approximately $6.11B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.70B, representing an estimated gain of +9.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed SPDW value among the investors covered in this analysis. Major shareholders include Creative Planning, Financial Engines Advisors L.L.C., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO DEVELOPED WOR (SPDW).
This page ranks the largest institutional SPDW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,204
Total Reported Value
$29.40B
Largest Holder
Creative Planning
Largest Position
$6.11B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 4.14% | 133,821,065 | $6,108,931,595 | $6,699,082,514 | +$590,150,919 | +9.66% | |
| Financial Engines Advisors L.L.C. | 5.18% | 55,849,043 | $2,549,508,793 | $2,795,803,093 | +$246,294,300 | +9.66% | |
| Lpl Financial Llc | 0.46% | 38,025,802 | $1,735,877,766 | $1,903,571,648 | +$167,693,882 | +9.66% | |
| Allworth Financial Lp | 5.47% | 29,472,844 | $1,345,435,343 | $1,475,410,571 | +$129,975,228 | +9.66% | |
| Cwm, Llc | 2.12% | 17,682,357 | $807,199,618 | $885,178,791 | +$77,979,173 | +9.66% | |
| Auto-Owners Insurance Co | 17.33% | 15,230,666 | $767,473,260 | $762,447,140 | -$5,026,120 | -0.65% | |
| Morgan Stanley | 0.05% | 16,480,575 | $752,338,276 | $825,017,585 | +$72,679,309 | +9.66% | |
| Jane Street Group, Llc | 0.65% | 13,344,665 | $609,183,957 | $668,033,930 | +$58,849,973 | +9.66% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.16% | 12,291,718 | $561,116,927 | $615,323,403 | +$54,206,476 | +9.66% | |
| Envestnet Asset Management Inc | 0.11% | 8,928,162 | $407,570,580 | $446,943,790 | +$39,373,210 | +9.66% | |
| Ubs Group Ag | 0.07% | 8,789,986 | $401,262,861 | $440,026,699 | +$38,763,838 | +9.66% | |
| State Street Corp | 0.01% | 7,886,187 | $360,004,437 | $394,782,521 | +$34,778,084 | +9.66% | |
| Commonwealth Equity Services, Llc | 0.37% | 5,895,171 | $297,057,682 | $295,112,260 | -$1,945,422 | -0.65% | |
| Vantagepoint Investment Advisers Llc | 2.46% | 6,371,313 | $290,850,438 | $318,947,929 | +$28,097,491 | +9.66% | |
| Nearwater Capital Markets, Ltd | 6.50% | 6,039,200 | $275,689,480 | $302,322,352 | +$26,632,872 | +9.66% | |
| Stifel Financial Corp | 0.22% | 5,153,537 | $235,259,276 | $257,986,062 | +$22,726,786 | +9.66% | |
| Horizon Investments, Llc | 2.44% | 4,774,505 | $217,956,153 | $239,011,720 | +$21,055,567 | +9.66% | |
| Bank Of America Corp | 0.02% | 4,665,294 | $212,970,653 | $233,544,618 | +$20,573,965 | +9.66% | |
| Mariner, Llc | 0.24% | 4,474,043 | $204,204,291 | $223,970,593 | +$19,766,302 | +9.68% | |
| Osaic Holdings, Inc. | 0.29% | 4,407,055 | $201,186,837 | $220,617,173 | +$19,430,336 | +9.66% | |
| Hightower Advisors, Llc | 0.20% | 4,227,683 | $192,993,511 | $211,637,811 | +$18,644,300 | +9.66% | |
| Truist Financial Corp | 0.23% | 3,826,033 | $192,793,786 | $191,531,212 | -$1,262,574 | -0.65% | |
| Advisory Alpha, Llc | 5.11% | 4,093,030 | $186,848,858 | $204,897,082 | +$18,048,224 | +9.66% | |
| Raymond James Financial Inc | 0.06% | 3,988,098 | $182,056,692 | $199,644,186 | +$17,587,494 | +9.66% | |
| Benjamin Edwards Inc | 1.54% | 3,357,208 | $169,169,369 | $168,061,832 | -$1,107,537 | -0.65% | |
| Strategies Wealth Advisors, Llc | 16.48% | 3,593,551 | $164,045,613 | $179,893,163 | +$15,847,550 | +9.66% | |
| Ameriprise Financial Inc | 0.03% | 3,118,182 | $142,352,832 | $156,096,191 | +$13,743,359 | +9.65% | |
| Clearstead Advisors, Llc | 1.29% | 3,100,372 | $141,531,978 | $155,204,622 | +$13,672,644 | +9.66% | |
| Vicus Capital | 9.65% | 2,876,162 | $131,296,812 | $143,980,670 | +$12,683,858 | +9.66% | |
| Pathstone Holdings, Llc | 0.52% | 2,875,556 | $131,268,967 | $143,950,333 | +$12,681,366 | +9.66% | |
| Jnba Financial Advisors | 9.27% | 2,430,445 | $122,470,123 | $121,668,077 | -$802,046 | -0.65% | |
| Northwestern Mutual Wealth Management Co | 0.07% | 2,666,364 | $121,719,508 | $133,478,182 | +$11,758,674 | +9.66% | |
| Exchange Traded Concepts, Llc | 0.60% | 2,400,450 | $120,958,676 | $120,166,527 | -$792,149 | -0.65% | |
| Equitable Holdings, Inc. | 0.78% | 2,716,598 | $120,644,117 | $135,992,896 | +$15,348,779 | +12.72% | |
| Geowealth Management, Llc | 3.63% | 2,291,106 | $115,448,696 | $114,692,766 | -$755,930 | -0.65% | |
| Advocacy Wealth Management, Llc | 4.15% | 2,268,369 | $114,303,114 | $113,554,552 | -$748,562 | -0.65% | |
| Gradient Investments Llc | 1.55% | 2,230,648 | $112,402,337 | $111,666,239 | -$736,098 | -0.65% | |
| Alphacore Capital Llc | 2.65% | 2,448,660 | $111,781,338 | $122,579,920 | +$10,798,582 | +9.66% | |
| Envestnet Portfolio Solutions, Inc. | 0.53% | 2,202,100 | $110,963,842 | $110,237,126 | -$726,716 | -0.65% | |
| Axxcess Wealth Management, Llc | 1.73% | 2,161,356 | $108,910,715 | $108,197,481 | -$713,234 | -0.65% | |
| State Farm Mutual Automobile Insurance Co | 0.08% | 2,352,670 | $107,399,386 | $117,774,660 | +$10,375,274 | +9.66% | |
| Mcnamara Financial Services, Inc. | 18.17% | 2,090,164 | $105,323,363 | $104,633,610 | -$689,753 | -0.65% | |
| Cetera Investment Advisers | 0.11% | 2,259,941 | $103,166,316 | $113,132,646 | +$9,966,330 | +9.66% | |
| Sei Investments Co | 0.09% | 2,254,946 | $102,938,620 | $112,882,597 | +$9,943,977 | +9.66% | |
| Independent Advisor Alliance | 1.10% | 2,236,073 | $102,076,814 | $111,937,814 | +$9,861,000 | +9.66% | |
| Capital Asset Advisory Services Llc | 3.81% | 2,013,662 | $99,313,816 | $100,803,920 | +$1,490,104 | +1.50% | |
| Mml Investors Services, Llc | 0.27% | 2,154,387 | $98,347,787 | $107,848,613 | +$9,500,826 | +9.66% | |
| Alphastar Capital Management, Llc | 6.17% | 1,925,284 | $97,015,056 | $96,379,717 | -$635,339 | -0.65% | |
| Cerity Partners Llc | 0.14% | 2,090,453 | $95,429,588 | $104,648,077 | +$9,218,489 | +9.66% | |
| Diversify Wealth Management, Llc | 1.54% | 1,848,949 | $91,689,360 | $92,558,387 | +$869,027 | +0.95% |
Frequently asked questions about SPDW
Who owns the most SPDW stock?
The largest holders of SPDW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR PORTFOLIO DEVELOPED WOR (SPDW).
Is SPDW widely held by superinvestors?
Many widely followed stocks like SPDW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPDW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.