DaveManuel.com · Institutional Ownership · Who Owns It
SPDR INDEX SHS FDS (SPDW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,243
Reporting holders
$31.7B
Reported value
0.0%
Calls
0.0%
Puts
+31
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Creative Planning | $7.3B | 144,440,101 | 4.25% | 31q | +7.9%+$535.1M |
| Financial Engines Advisors L.L.C. | $2.6B | 52,021,601 | 4.65% | 30q | -6.9%-$192.9M |
| LPL Financial LLC | $2.0B | 39,005,504 | 0.44% | 31q | +2.6%+$49.4M |
| Allworth Financial LP | $1.1B | 22,428,705 | 4.80% | 31q | -23.9%-$355.0M |
| Auto-Owners Insurance Co | $767.5M | 15,230,666 | 17.33% | 15q | -22.4%-$222.1M |
| MORGAN STANLEY | $691.6M | 13,725,633 | 0.04% | 35q | -16.7%-$138.8M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $613.3M | 12,172,046 | 2.11% | 2q | -1.0%-$6.0M |
| JANE STREET GROUP, LLC | $542.0M | 10,756,324 | 0.04% | 3q | -19.4%-$130.4M |
| UBS Group AG | $448.4M | 8,899,190 | 0.06% | 31q | +1.2%+$5.5M |
| ENVESTNET ASSET MANAGEMENT INC | $422.0M | 8,373,691 | 0.10% | 31q | -6.2%-$27.9M |
| Betterment LLC | $403.3M | 8,002,796 | 0.68% | 19q | -3.2%-$13.3M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $313.1M | 6,213,429 | 2.34% | 4q | -2.5%-$8.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $297.1M | 5,895,171 | 0.37% | 31q | +3.0%+$8.5M |
| OSAIC HOLDINGS, INC. | $236.2M | 4,686,255 | 0.28% | 26q | +6.3%+$14.1M |
| BANK OF AMERICA CORP /DE/ | $233.1M | 4,625,590 | 0.02% | 31q | -0.9%-$2.0M |
| Horizon Investments, LLC | $231.0M | 4,584,583 | 2.53% | 22q | -4.0%-$9.6M |
| STIFEL FINANCIAL CORP | $230.6M | 4,576,780 | 0.19% | 29q | -11.2%-$29.1M |
| STATE STREET CORP | $226.0M | 4,485,803 | 0.01% | 31q | -43.1%-$171.3M |
| HighTower Advisors, LLC | $221.2M | 4,388,987 | 0.21% | 31q | +3.8%+$8.1M |
| RAYMOND JAMES FINANCIAL INC | $210.7M | 4,181,675 | 0.06% | 7q | +4.9%+$9.8M |
| Mariner, LLC | $209.9M | 4,164,706 | 0.22% | 31q | -6.9%-$15.6M |
| Advisory Alpha, LLC | $201.6M | 4,000,503 | 4.94% | 31q | -2.3%-$4.7M |
| TRUIST FINANCIAL CORP | $192.8M | 3,826,033 | 0.23% | 31q | +30.6%+$45.2M |
| Stadion Money Management, LLC | $188.0M | 3,730,413 | 16.20% | 31q | -5.3%-$10.5M |
| AMERIPRISE FINANCIAL INC | $182.0M | 3,611,496 | 0.04% | 31q | +15.8%+$24.9M |
| Savant Capital, LLC | $181.9M | 3,788,921 | 0.53% | 31q | +98.4%+$90.2M |
| Strategies Wealth Advisors, LLC | $172.0M | 3,413,848 | 15.39% | 18q | -5.0%-$9.1M |
| BENJAMIN EDWARDS INC | $169.2M | 3,357,208 | 1.54% | 5q | -13.4%-$26.1M |
| MML INVESTORS SERVICES, LLC | $166.7M | 3,308,992 | 0.34% | 31q | +53.6%+$58.2M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $162.1M | 3,216,783 | 0.11% | 2q | +36.7%+$43.5M |
| Cambridge Investment Research Advisors, Inc. | $153.0M | 3,036,174 | 0.17% | 31q | +118.8%+$83.1M |
| VICUS CAPITAL | $152.4M | 3,023,569 | 9.84% | 31q | +5.1%+$7.4M |
| Clearstead Advisors, LLC | $151.5M | 3,006,007 | 1.43% | 13q | -3.0%-$4.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $146.1M | 2,899,417 | 0.08% | 31q | +8.7%+$11.7M |
| Pathstone Holdings, LLC | $143.1M | 2,839,996 | 0.42% | 11q | -1.2%-$1.8M |
| Equitable Holdings, Inc. | $138.9M | 2,757,945 | 0.83% | 27q | +1.5%+$2.1M |
| JNBA Financial Advisors | $122.5M | 2,430,445 | 9.27% | 31q | -3.1%-$3.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $121.0M | 2,400,450 | 0.55% | 5q | +25.5%+$24.6M |
| AlphaCore Capital LLC | $119.8M | 2,377,208 | 2.20% | 6q | -2.9%-$3.6M |
| GeoWealth Management, LLC | $115.4M | 2,291,106 | 3.63% | 26q | +3.0%+$3.3M |
| Dakota Wealth Management | $114.6M | 2,274,169 | 2.19% | 15q | +16.2%+$16.0M |
| Advocacy Wealth Management, LLC | $114.3M | 2,268,369 | 4.15% | 11q | +9.2%+$9.7M |
| Gradient Investments LLC | $112.4M | 2,230,648 | 1.55% | 31q | -1.5%-$1.7M |
| Envestnet Portfolio Solutions, Inc. | $111.0M | 2,202,100 | 0.53% | 12q | -9.7%-$11.9M |
| Cetera Investment Advisers | $110.9M | 2,199,869 | 0.10% | 25q | -2.7%-$3.0M |
| SEI INVESTMENTS CO | $110.6M | 2,195,491 | 0.10% | 11q | -2.6%-$3.0M |
| AXXCESS WEALTH MANAGEMENT, LLC | $108.9M | 2,161,356 | 1.73% | 19q | +5.2%+$5.3M |
| Capital Asset Advisory Services LLC | $108.8M | 2,159,245 | 3.94% | 27q | +7.2%+$7.3M |
| McNamara Financial Services, Inc. | $105.3M | 2,090,164 | 18.17% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $101.8M | 2,020,829 | 0.02% | 31q | +2.5%+$2.5M |
| Peterson Wealth Advisors, LLC | $99.4M | 1,973,367 | 11.75% | 31q | +4.9%+$4.7M |
| JPMORGAN CHASE & CO | $99.2M | 1,980,208 | 0.01% | 15q | HELD |
| Cerity Partners LLC | $99.2M | 1,967,939 | 0.12% | 16q | -5.9%-$6.2M |
| AlphaStar Capital Management, LLC | $97.0M | 1,925,284 | 6.17% | 31q | +7.1%+$6.4M |
| Schneider Downs Wealth Management Advisors, LP | $91.8M | 1,822,730 | 8.63% | 26q | +1.0%+$906.5K |
| Diversify Advisory Services, LLC | $91.7M | 1,848,949 | 1.53% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $91.7M | 1,848,949 | 1.53% | 9q | +14.4%+$11.6M |
| Private Advisor Group, LLC | $91.4M | 1,814,219 | 0.42% | 31q | -10.6%-$10.8M |
| BlackRock, Inc. | $88.4M | 1,755,077 | 0.00% | 8q | +44.0%+$27.0M |
| ROYAL BANK OF CANADA | $87.6M | 1,738,040 | 0.01% | 31q | -5.5%-$5.1M |
| PARK AVENUE SECURITIES LLC | $87.2M | 1,730,145 | 0.54% | 29q | -3.1%-$2.8M |
| HighPoint Advisor Group LLC | $85.1M | 1,688,491 | 3.00% | 3q | +8.8%+$6.9M |
| Center for Financial Planning, Inc. | $84.0M | 1,667,215 | 7.85% | 7q | +3.5%+$2.8M |
| GREENLEAF TRUST | $79.6M | 1,578,868 | 0.77% | 22q | +11.6%+$8.3M |
| ASSETMARK, INC | $79.1M | 1,570,410 | 0.14% | 31q | -23.3%-$24.1M |
| Corient Private Wealth LP | $78.0M | 1,548,902 | 0.11% | 15q | -8.5%-$7.3M |
| Kestra Advisory Services, LLC | $76.6M | 1,520,931 | 0.25% | 24q | +273.6%+$56.1M |
| Rockefeller Capital Management L.P. | $76.0M | 1,508,130 | 0.12% | 24q | +3.5%+$2.6M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $74.7M | 1,482,773 | 1.17% | 5q | -6.9%-$5.5M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $73.1M | 1,541,778 | 4.96% | 25q | +100.6%+$36.7M |
| Wealthcare Advisory Partners LLC | $71.5M | 1,419,227 | 1.36% | 31q | +2.3%+$1.6M |
| TRUEFG, LLC | $69.8M | 1,384,914 | 16.30% | 27q | HELD |
| Walkner Condon Financial Advisors LLC | $68.3M | 1,356,118 | 7.84% | 18q | +7.3%+$4.6M |
| ALLIANCEBERNSTEIN L.P. | $68.1M | 1,492,438 | 0.02% | 4q | -0.8%-$555.7K |
| Facet Wealth, Inc. | $67.7M | 1,344,428 | 0.97% | 23q | -3.2%-$2.2M |
| Lifeworks Advisors, LLC | $63.0M | 1,249,765 | 6.59% | 14q | +7.4%+$4.3M |
| Integrated Wealth Concepts LLC | $63.0M | 1,249,570 | 0.41% | 31q | +5.8%+$3.5M |
| CGN Advisors LLC | $61.8M | 1,226,088 | 4.51% | 23q | +5.4%+$3.2M |
| Thrivent Financial for Lutherans | $61.3M | 1,217,347 | 0.10% | 18q | -1.4%-$889.3K |
| Stratos Wealth Partners, LTD. | $60.2M | 1,195,634 | 0.61% | 31q | -2.2%-$1.3M |
| Global Retirement Partners, LLC | $60.1M | 1,192,371 | 0.92% | 16q | +22.0%+$10.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $57.7M | 1,153,768 | 0.10% | 31q | -2.8%-$1.7M |
| ProVise Management Group, LLC | $56.9M | 1,128,650 | 3.81% | 23q | +41.3%+$16.6M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $56.1M | 1,114,235 | 2.43% | 5q | -3.6%-$2.1M |
| Clearwater Capital Advisors, LLC | $56.0M | 1,112,093 | 4.11% | 15q | -1.3%-$738.0K |
| Global Strategic Investment Solutions, LLC | $50.7M | 1,006,356 | 4.49% | 26q | HELD |
| Brio Consultants, LLC | $50.1M | 994,021 | 5.87% | 17q | +1.8%+$906.3K |
| TIAA TRUST, NATIONAL ASSOCIATION | $48.0M | 952,341 | 2.84% | 12q | -2.5%-$1.2M |
| Boston Standard Wealth Management, LLC | $47.2M | 946,137 | 6.85% | 31q | -1.4%-$680.4K |
| IFP Advisors, Inc | $46.2M | 915,993 | 0.83% | 39q | +10.9%+$4.5M |
| Beacon Pointe Advisors, LLC | $45.4M | 900,196 | 0.21% | 27q | +13.7%+$5.5M |
| Blueprint Investment Partners LLC | $45.1M | 895,096 | 3.76% | 27q | +65.2%+$17.8M |
| Ballentine Partners, LLC | $44.8M | 888,635 | 0.55% | 31q | HELD |
| Aptus Capital Advisors, LLC | $44.0M | 873,909 | 0.30% | 31q | +7.5%+$3.1M |
| MAI Capital Management | $43.0M | 854,242 | 0.16% | 11q | +3.4%+$1.4M |
| Tidal Investments LLC | $42.2M | 837,833 | 0.07% | new | NEW |
| Garrett Wealth Advisory Group, LLC | $40.6M | 806,030 | 6.24% | 20q | +1.6%+$642.7K |
| KWB Wealth | $39.8M | 788,912 | 3.40% | 23q | -5.0%-$2.1M |
| Geneos Wealth Management Inc. | $39.7M | 787,151 | 0.81% | 42q | +2.1%+$811.1K |
| Concord Wealth Partners | $39.0M | 774,332 | 4.47% | 23q | +1.4%+$553.4K |
Showing the largest 100 of 1,243 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 560 | $4.8B | 95,662,306 | 33 | 191 | 163 | 0.0% |
| Q2 2026 | 1,243 | $31.7B | 628,964,284 | 92 | 483 | 377 | 0.0% |
| Q1 2026 | 1,212 | $30.1B | 658,811,493 | 95 | 444 | 365 | 0.0% |
| Q4 2025 | 1,168 | $27.1B | 610,971,720 | 68 | 474 | 287 | 0.0% |
| Q3 2025 | 1,076 | $24.4B | 569,284,676 | 81 | 404 | 310 | 0.0% |
| Q2 2025 | 1,055 | $21.9B | 540,328,176 | 92 | 415 | 350 | 0.0% |
| Q1 2025 | 998 | $18.8B | 515,546,936 | 76 | 358 | 336 | 0.0% |
| Q4 2024 | 978 | $17.2B | 503,592,708 | 63 | 404 | 256 | 0.0% |
| Q3 2024 | 896 | $17.3B | 459,656,308 | 59 | 325 | 298 | 0.0% |
| Q2 2024 | 879 | $16.1B | 459,493,392 | 54 | 390 | 231 | 0.0% |
| Q1 2024 | 857 | $16.3B | 456,056,429 | 55 | 314 | 288 | 0.0% |
| Q4 2023 | 847 | $14.9B | 437,607,244 | 77 | 304 | 261 | 0.0% |
| Q3 2023 | 757 | $12.9B | 416,665,354 | 57 | 288 | 245 | 0.0% |
| Q2 2023 | 737 | $12.8B | 393,035,166 | 54 | 288 | 255 | 0.0% |
| Q1 2023 | 711 | $12.0B | 374,471,280 | 70 | 243 | 262 | 0.0% |
| Q4 2022 | 689 | $10.0B | 341,014,001 | 70 | 238 | 240 | 0.0% |
| Q3 2022 | 613 | $75.6B | 2,929,513,787 | 46 | 261 | 192 | 0.0% |
| Q2 2022 | 638 | $86.2B | 2,986,969,644 | 54 | 271 | 198 | 0.0% |
| Q1 2022 | 638 | $98.4B | 2,867,411,773 | 43 | 300 | 174 | 0.0% |
| Q4 2021 | 646 | $84.4B | 2,313,593,516 | 44 | 299 | 124 | 0.0% |
| Q3 2021 | 548 | $71.6B | 1,976,879,313 | 25 | 273 | 123 | 0.0% |
| Q2 2021 | 557 | $61.9B | 1,682,833,948 | 47 | 261 | 142 | 0.0% |
| Q1 2021 | 528 | $46.2B | 1,304,174,367 | 58 | 210 | 156 | 0.0% |
| Q4 2020 | 485 | $41.6B | 1,231,840,576 | 49 | 189 | 134 | 0.0% |
| Q3 2020 | 413 | $36.1B | 1,234,426,358 | 36 | 162 | 136 | 0.0% |
| Q2 2020 | 409 | $34.5B | 1,247,549,046 | 55 | 174 | 135 | 0.0% |
| Q1 2020 | 395 | $14.2B | 592,419,241 | 46 | 174 | 134 | 0.0% |
| Q4 2019 | 408 | $37.7B | 1,202,495,828 | 49 | 168 | 91 | 0.0% |
| Q3 2019 | 321 | $30.3B | 1,030,463,880 | 45 | 162 | 78 | 0.0% |
| Q2 2019 | 307 | $29.2B | 980,081,959 | 31 | 149 | 79 | 0.0% |
| Q1 2019 | 298 | $27.4B | 929,529,634 | 30 | 163 | 64 | 0.0% |
| Q4 2018 | 288 | $23.0B | 870,154,791 | 2 | 9 | 5 | 0.0% |