SPDW Institutional Ownership
State Street SPDR Portfolio Developed World ex-US ETF
1W: -1.1%
1M: -2.0%
3M: -0.7%
YTD: +12.4%
1Y: +17.1%
3Y: +73.5%
5Y: +53.5%
$50.53
+0.63 (+1.26%)
Weekly Expected Move ±2.1%
$48
$49
$50
$52
$53
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPDW
1,286
Institutional Holders
+33 vs prior quarter
0.0%
Ownership
+0.00pp
31B
Total Invested
108
New Positions
528
Increased
469
Reduced
52
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1354 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 144,440,101 | 7.3B | +10,619,036 | +7.9% | 44Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 52,021,601 | 2.6B | -3,827,442 | -6.9% | 30Q | SEC ↗ |
| 3 | LPL Financial LLC | 39,005,504 | 2.0B | +979,702 | +2.6% | 61Q | SEC ↗ |
| 4 | Allworth Financial LP | 22,428,705 | 1.1B | -7,044,139 | -23.9% | 34Q | SEC ↗ |
| 5 | CWM, LLC | 17,682,357 | 893M | +2,161,800 | +13.9% | 18Q | SEC ↗ |
| 6 | Auto-Owners Insurance Co | 15,230,666 | 770M | -4,407,000 | -22.4% | 15Q | SEC ↗ |
| 7 | MORGAN STANLEY | 13,725,633 | 694M | -2,754,942 | -16.7% | 60Q | SEC ↗ |
| 8 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 12,172,046 | 615M | -119,672 | -1.0% | 2Q | SEC ↗ |
| 9 | JANE STREET GROUP, LLC | 10,756,324 | 544M | -2,588,341 | -19.4% | 3Q | SEC ↗ |
| 10 | UBS Group AG | 8,899,190 | 450M | +109,204 | +1.2% | 47Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 8,373,691 | 423M | -554,471 | -6.2% | 32Q | SEC ↗ |
| 12 | Betterment LLC | 8,002,796 | 404M | -263,539 | -3.2% | 19Q | SEC ↗ |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 6,213,429 | 314M | -157,884 | -2.5% | 4Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 5,895,171 | 298M | +169,069 | +3.0% | 35Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 4,686,255 | 237M | +279,200 | +6.3% | 26Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 4,625,590 | 234M | -39,704 | -0.9% | 15Q | SEC ↗ |
| 17 | Horizon Investments, LLC | 4,584,583 | 232M | -189,922 | -4.0% | 22Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 4,576,780 | 231M | -576,757 | -11.2% | 29Q | SEC ↗ |
| 19 | STATE STREET CORP | 4,485,803 | 227M | -3,400,384 | -43.1% | 46Q | SEC ↗ |
| 20 | HighTower Advisors, LLC | 4,388,987 | 222M | +161,304 | +3.8% | 40Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 4,181,675 | 211M | +193,577 | +4.9% | 7Q | SEC ↗ |
| 22 | Mariner, LLC | 4,164,706 | 210M | -309,337 | -6.9% | 34Q | SEC ↗ |
| 23 | Advisory Alpha, LLC | 4,000,503 | 202M | -92,527 | -2.3% | 35Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 3,826,033 | 193M | +896,515 | +30.6% | 53Q | SEC ↗ |
| 25 | Savant Capital, LLC | 3,788,921 | 191M | +1,878,734 | +98.4% | 35Q | SEC ↗ |
| 26 | Stadion Money Management, LLC | 3,730,413 | 188M | -207,878 | -5.3% | 35Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 3,611,496 | 182M | +493,314 | +15.8% | 16Q | SEC ↗ |
| 28 | Strategies Wealth Advisors, LLC | 3,413,848 | 173M | -179,703 | -5.0% | 15Q | SEC ↗ |
| 29 | BENJAMIN EDWARDS INC | 3,357,208 | 170M | -517,850 | -13.4% | 5Q | SEC ↗ |
| 30 | MML INVESTORS SERVICES, LLC | 3,308,992 | 167M | +1,154,605 | +53.6% | 37Q | SEC ↗ |
| 31 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 3,216,783 | 163M | +864,113 | +36.7% | 2Q | SEC ↗ |
| 32 | VICUS CAPITAL | 3,023,569 | 153M | +147,407 | +5.1% | 34Q | SEC ↗ |
| 33 | Clearstead Advisors, LLC | 3,006,007 | 152M | -94,365 | -3.0% | 13Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,899,417 | 147M | +233,053 | +8.7% | 34Q | SEC ↗ |
| 35 | Pathstone Holdings, LLC | 2,839,996 | 144M | -35,560 | -1.2% | 11Q | SEC ↗ |
| 36 | Equitable Holdings, Inc. | 2,757,945 | 139M | +41,347 | +1.5% | 27Q | SEC ↗ |
| 37 | JNBA Financial Advisors | 2,430,445 | 123M | -76,548 | -3.1% | 31Q | SEC ↗ |
| 38 | EXCHANGE TRADED CONCEPTS, LLC | 2,400,450 | 121M | +488,192 | +25.5% | 5Q | SEC ↗ |
| 39 | AlphaCore Capital LLC | 2,377,208 | 120M | -71,452 | -2.9% | 6Q | SEC ↗ |
| 40 | GeoWealth Management, LLC | 2,291,106 | 116M | +65,914 | +3.0% | 26Q | SEC ↗ |
| 41 | Dakota Wealth Management | 2,274,169 | 115M | +316,938 | +16.2% | 15Q | SEC ↗ |
| 42 | Advocacy Wealth Management, LLC | 2,268,369 | 115M | +191,999 | +9.2% | 11Q | SEC ↗ |
| 43 | Gradient Investments LLC | 2,230,648 | 113M | -34,671 | -1.5% | 35Q | SEC ↗ |
| 44 | Envestnet Portfolio Solutions, Inc. | 2,202,100 | 111M | -235,202 | -9.7% | 12Q | SEC ↗ |
| 45 | Cetera Investment Advisers | 2,199,869 | 111M | -60,072 | -2.7% | 25Q | SEC ↗ |
| 46 | SEI INVESTMENTS CO | 2,195,491 | 111M | -59,455 | -2.6% | 11Q | SEC ↗ |
| 47 | AXXCESS WEALTH MANAGEMENT, LLC | 2,161,356 | 109M | +105,897 | +5.2% | 19Q | SEC ↗ |
| 48 | Capital Asset Advisory Services LLC | 2,159,245 | 109M | +145,583 | +7.2% | 27Q | SEC ↗ |
| 49 | McNamara Financial Services, Inc. | 2,090,164 | 106M | -5,985 | -0.3% | 35Q | SEC ↗ |
| 50 | WELLS FARGO & COMPANY/MN | 2,020,829 | 102M | +49,705 | +2.5% | 71Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 1,848,949 | 93M |
| Global Retirement Partners, LLC | 1,192,371 | 60M |
| Tidal Investments LLC | 837,833 | 42M |
| TSG Advice Partners, LLC | 828,748 | 42M |
| Odyssey Group, LLC | 452,480 | 23M |
| Sixth Street Partners Management Co | 387,886 | 20M |
| Strategic Financial Planning, Inc. | 352,236 | 18M |
| Arizona PSPRS Trust | 345,500 | 17M |
| SMART Wealth LLC | 125,434 | 6M |
| MCCARTER PRIVATE WEALTH SERVICES LL | 89,878 | 5M |
| PUFF WEALTH MANAGEMENT, LLC | 86,360 | 4M |
| Anchor Bay Capital, Inc. | 77,756 | 4M |
| Nuveen, LLC | 51,417 | 3M |
| Ciovacco Capital Management LLC | 48,578 | 2M |
| Worth Financial Advisory Group, LLC | 46,369 | 2M |
| FORONJY FINANCIAL LLC | 41,600 | 2M |
| Confluence Wealth Services, Inc. | 36,884 | 2M |
| Integrity Wealth Partners, LLC | 31,664 | 2M |
| Noble Wealth Partners LLC | 31,378 | 2M |
| Vantus Wealth LLC | 24,748 | 1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Nearwater Capital Markets, Ltd | 6,039,200 | 305M |
| FLOW TRADERS U.S. LLC | 2,493,051 | 126M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1,949,500 | 99M |
| TTP Investments, Inc. | 1,117,102 | 56M |
| Select Equity Group, L.P. | 907,211 | 46M |
| BANK HAPOALIM BM | 384,000 | 19M |
| BNP PARIBAS FINANCIAL MARKETS | 376,600 | 19M |
| Vestmark Advisory Solutions, Inc. | 267,380 | 14M |
| Squarepoint Ops LLC | 188,499 | 10M |
| OLD MISSION CAPITAL LLC | 170,221 | 9M |
| RENAISSANCE TECHNOLOGIES LLC | 88,900 | 4M |
| SOL Capital Management CO | 77,850 | 4M |
| Y-Intercept (Hong Kong) Ltd | 77,297 | 4M |
| Summit Trail Advisors, LLC | 69,571 | 4M |
| HRT FINANCIAL LP | 50,700 | 3M |
| BECKER CAPITAL MANAGEMENT INC | 35,138 | 2M |
| TFB Advisors LLC | 30,630 | 2M |
| Hilltop Holdings Inc. | 28,599 | 1M |
| Virtu Financial LLC | 22,981 | 1M |
| Quadrature Capital Ltd | 21,822 | 1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Creative Planning | +10,619,036 | +7.9% | 144,440,101 |
| CWM, LLC | +2,161,800 | +13.9% | 17,682,357 |
| Savant Capital, LLC | +1,878,734 | +98.4% | 3,788,921 |
| MML INVESTORS SERVICES, LLC | +1,154,605 | +53.6% | 3,308,992 |
| Kestra Advisory Services, LLC | +1,113,821 | +273.6% | 1,520,931 |
| LPL Financial LLC | +979,702 | +2.6% | 39,005,504 |
| TRUIST FINANCIAL CORP | +896,515 | +30.6% | 3,826,033 |
| STATE FARM MUTUAL AUTOMOBILE INSURA | +864,113 | +36.7% | 3,216,783 |
| Wealthspire Advisors, LLC | +658,732 | +6424.1% | 668,986 |
| BlackRock, Inc. | +536,352 | +44.0% | 1,755,077 |
| AMERIPRISE FINANCIAL INC | +493,314 | +15.8% | 3,611,496 |
| EXCHANGE TRADED CONCEPTS, LLC | +488,192 | +25.5% | 2,400,450 |
| SageView Advisory Group, LLC | +443,336 | +654.7% | 511,049 |
| Gibbs Wealth Management | +399,621 | +126.7% | 715,139 |
| Blueprint Investment Partners LLC | +353,392 | +65.2% | 895,096 |
| Fairfield University | +350,970 | +212.3% | 516,271 |
| ProVise Management Group, LLC | +330,117 | +41.3% | 1,128,650 |
| Dakota Wealth Management | +316,938 | +16.2% | 2,274,169 |
| OSAIC HOLDINGS, INC. | +279,200 | +6.3% | 4,686,255 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +233,053 | +8.7% | 2,899,417 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Allworth Financial LP | -7,044,139 | -23.9% | 22,428,705 |
| Auto-Owners Insurance Co | -4,407,000 | -22.4% | 15,230,666 |
| Financial Engines Advisors L.L.C. | -3,827,442 | -6.9% | 52,021,601 |
| STATE STREET CORP | -3,400,384 | -43.1% | 4,485,803 |
| MORGAN STANLEY | -2,754,942 | -16.7% | 13,725,633 |
| JANE STREET GROUP, LLC | -2,588,341 | -19.4% | 10,756,324 |
| Independent Advisor Alliance | -2,045,672 | -91.5% | 190,401 |
| STIFEL FINANCIAL CORP | -576,757 | -11.2% | 4,576,780 |
| ENVESTNET ASSET MANAGEMENT INC | -554,471 | -6.2% | 8,373,691 |
| BENJAMIN EDWARDS INC | -517,850 | -13.4% | 3,357,208 |
| ASSETMARK, INC | -477,951 | -23.3% | 1,570,410 |
| Snowden Capital Advisors LLC | -366,128 | -79.9% | 92,374 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -344,334 | -47.0% | 387,886 |
| Mariner, LLC | -309,337 | -6.9% | 4,164,706 |
| Betterment LLC | -263,539 | -3.2% | 8,002,796 |
| Henderson Brothers Financial Partne | -241,764 | -49.1% | 250,263 |
| Envestnet Portfolio Solutions, Inc. | -235,202 | -9.7% | 2,202,100 |
| Private Advisor Group, LLC | -214,437 | -10.6% | 1,814,219 |
| Stadion Money Management, LLC | -207,878 | -5.3% | 3,730,413 |
| Compton Financial Group, LLC | -193,166 | -30.2% | 445,562 |