SPDW Institutional Ownership & Shareholders
SPDR PORTFOLIO DEVELOPED WOR (SPDW) is currently held by 1,239 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.95B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of SPDW tracked by InsiderSet, reporting ownership valued at approximately $7.79B in its September 30, 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 $7.67B, representing an estimated loss of -1.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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
1,239
Total Reported Value
$31.95B
Largest Holder
Creative Planning
Largest Position
$7.79B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 4.36% | 155,188,321 | $7,792,005,560 | $7,674,062,473 | -$117,943,087 | -1.51% | |
| Financial Engines Advisors L.L.C. | 4.65% | 52,021,601 | $2,621,368,489 | $2,572,468,169 | -$48,900,320 | -1.87% | |
| Lpl Financial Llc | 0.44% | 39,005,504 | $1,965,487,227 | $1,928,822,173 | -$36,665,054 | -1.87% | |
| Allworth Financial Lp | 4.81% | 22,428,705 | $1,130,182,444 | $1,109,099,462 | -$21,082,982 | -1.87% | |
| Cwm, Llc | 2.12% | 17,682,357 | $807,199,618 | $874,392,554 | +$67,192,936 | +8.32% | |
| Morgan Stanley | 0.04% | 13,725,633 | $691,634,747 | $678,732,552 | -$12,902,195 | -1.87% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 2.11% | 12,172,046 | $613,349,398 | $601,907,675 | -$11,441,723 | -1.87% | |
| Auto-Owners Insurance Co | 17.97% | 11,452,145 | $575,012,200 | $566,308,570 | -$8,703,630 | -1.51% | |
| Jane Street Group, Llc | 0.34% | 10,756,324 | $542,011,166 | $531,900,222 | -$10,110,944 | -1.87% | |
| Ubs Group Ag | 0.07% | 8,899,190 | $448,430,184 | $440,064,946 | -$8,365,239 | -1.87% | |
| Envestnet Asset Management Inc | 0.10% | 8,373,691 | $421,950,286 | $414,079,020 | -$7,871,266 | -1.87% | |
| Betterment Llc | 0.68% | 8,002,796 | $403,261,000 | $395,738,262 | -$7,522,738 | -1.87% | |
| Vantagepoint Investment Advisers Llc | 2.33% | 6,145,216 | $308,551,295 | $303,880,931 | -$4,670,364 | -1.51% | |
| Commonwealth Equity Services, Llc | 0.39% | 6,013,606 | $301,943,174 | $297,372,817 | -$4,570,357 | -1.51% | |
| Osaic Holdings, Inc. | 0.28% | 4,686,255 | $236,152,919 | $231,735,310 | -$4,417,609 | -1.87% | |
| Bank Of America Corp | 0.02% | 4,625,590 | $233,083,500 | $228,735,426 | -$4,348,075 | -1.87% | |
| Horizon Investments, Llc | 2.53% | 4,584,583 | $231,017,137 | $226,707,629 | -$4,309,508 | -1.87% | |
| Stifel Financial Corp | 0.19% | 4,576,780 | $230,624,043 | $226,321,771 | -$4,302,272 | -1.87% | |
| State Street Corp | 0.01% | 4,485,803 | $226,039,613 | $221,822,958 | -$4,216,655 | -1.87% | |
| Raymond James Financial Inc | 0.06% | 4,181,675 | $210,714,599 | $206,783,829 | -$3,930,770 | -1.87% | |
| Mariner, Llc | 0.22% | 4,164,706 | $209,859,197 | $205,944,712 | -$3,914,485 | -1.87% | |
| Advisory Alpha, Llc | 4.94% | 4,000,503 | $201,587,730 | $197,824,873 | -$3,762,857 | -1.87% | |
| Truist Financial Corp | 0.23% | 3,853,239 | $193,471,152 | $190,542,669 | -$2,928,483 | -1.51% | |
| Stadion Money Management, Llc | 16.20% | 3,730,413 | $187,975,511 | $184,468,923 | -$3,506,588 | -1.87% | |
| Ameriprise Financial Inc | 0.04% | 3,611,496 | $181,984,242 | $178,588,477 | -$3,395,765 | -1.87% | |
| Savant Capital, Llc | 0.53% | 3,788,921 | $181,888,019 | $187,362,143 | +$5,474,124 | +3.01% | |
| Strategies Wealth Advisors, Llc | 15.39% | 3,413,848 | $172,023,820 | $168,814,784 | -$3,209,036 | -1.87% | |
| Benjamin Edwards Inc | 1.54% | 3,357,208 | $169,169,369 | $166,013,936 | -$3,155,433 | -1.87% | |
| Mml Investors Services, Llc | 0.34% | 3,308,992 | $166,740,084 | $163,629,654 | -$3,110,430 | -1.87% | |
| State Farm Mutual Automobile Insurance Co | 0.11% | 3,216,783 | $162,093,707 | $159,069,919 | -$3,023,788 | -1.87% | |
| Vicus Capital | 9.84% | 3,023,569 | $152,357,653 | $149,515,487 | -$2,842,166 | -1.87% | |
| Clearstead Advisors, Llc | 1.43% | 3,006,007 | $151,472,705 | $148,647,046 | -$2,825,659 | -1.87% | |
| Equitable Holdings, Inc. | 0.83% | 2,757,945 | $138,853,842 | $136,380,380 | -$2,473,462 | -1.78% | |
| Pathstone Holdings, Llc | 0.52% | 2,875,556 | $131,268,967 | $142,196,244 | +$10,927,277 | +8.32% | |
| Exchange Traded Concepts, Llc | 0.58% | 2,587,336 | $129,910,141 | $127,943,765 | -$1,966,376 | -1.51% | |
| Jnba Financial Advisors | 9.31% | 2,454,221 | $123,226,436 | $121,361,228 | -$1,865,208 | -1.51% | |
| Alphacore Capital Llc | 2.20% | 2,377,208 | $119,787,532 | $117,552,936 | -$2,234,596 | -1.87% | |
| Capital Asset Advisory Services Llc | 3.93% | 2,346,411 | $115,466,871 | $116,030,024 | +$563,153 | +0.49% | |
| Geowealth Management, Llc | 3.63% | 2,291,106 | $115,448,696 | $113,295,192 | -$2,153,504 | -1.87% | |
| Advocacy Wealth Management, Llc | 4.15% | 2,268,369 | $114,303,114 | $112,170,847 | -$2,132,267 | -1.87% | |
| Envestnet Portfolio Solutions, Inc. | 0.53% | 2,202,100 | $110,963,842 | $108,893,845 | -$2,069,997 | -1.87% | |
| Cetera Investment Advisers | 0.10% | 2,199,869 | $110,851,394 | $108,783,522 | -$2,067,872 | -1.87% | |
| Sei Investments Co | 0.10% | 2,195,491 | $110,630,260 | $108,567,030 | -$2,063,230 | -1.86% | |
| Gradient Investments Llc | 1.55% | 2,158,701 | $108,388,366 | $106,747,764 | -$1,640,602 | -1.51% | |
| Mcnamara Financial Services, Inc. | 18.17% | 2,090,164 | $105,323,363 | $103,358,610 | -$1,964,753 | -1.87% | |
| Alphastar Capital Management, Llc | 6.23% | 2,075,523 | $104,212,004 | $102,634,612 | -$1,577,392 | -1.51% | |
| Peterson Wealth Advisors, Llc | 11.96% | 2,053,612 | $103,111,836 | $101,551,113 | -$1,560,723 | -1.51% | |
| Wells Fargo & Company/Mn | 0.02% | 2,020,829 | $101,829,592 | $99,929,994 | -$1,899,598 | -1.87% | |
| Jpmorgan Chase & Co | 0.01% | 1,980,208 | $99,208,469 | $97,921,286 | -$1,287,183 | -1.30% | |
| Cerity Partners Llc | 0.12% | 1,967,939 | $99,164,578 | $97,314,584 | -$1,849,994 | -1.87% |
Frequently asked questions about SPDW
Who are the largest institutional holders of SPDW?
The largest institutional holders of SPDW reported in the latest SEC Form 13F filings include Creative Planning, Financial Engines Advisors L.L.C., Lpl Financial Llc, Allworth Financial Lp, and Cwm, Llc. InsiderSet ranks institutional holders by their latest reported SPDW position.
What is SPDW institutional ownership?
This page tracks SPDW positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO DEVELOPED WOR (SPDW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPDW?
InsiderSet currently tracks 1,239 institutional managers reporting SPDW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPDW shareholders.
How much SPDW stock do institutions own?
Institutional investment managers disclosed approximately $31.95B in SPDW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPDW institutional ownership last updated?
The latest SPDW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPDW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPDW position after the reporting date.
Are institutions buying or selling SPDW?
Institutional buying and selling can be analyzed by comparing SPDW positions across consecutive 13F reporting periods. InsiderSet's SPDW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPDW ownership changes.
How has SPDW institutional ownership changed over time?
InsiderSet tracks SPDW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.