SPDW
State Street SPDR Portfolio Developed World ex-US ETF
1W: +0.2%
1M: +3.5%
3M: +2.0%
YTD: +12.0%
1Y: +29.5%
3Y: +66.6%
5Y: +56.3%
$50.21
-0.13 (-0.26%)
Weekly Expected Move ±3.1%
$46
$48
$49
$51
$52
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SPDW
1,256
Institutional Holders
+42 vs prior quarter
0.0%
Ownership
+0.00pp
33B
Total Invested
108
New Positions
441
Increased
516
Reduced
135
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1345 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 133,821,065 | 6.7B | +8,686,628 | +6.9% | 13Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 55,849,043 | 2.8B | -1,368,150 | -2.4% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 38,025,802 | 1.9B | +681,940 | +1.8% | 13Q | SEC ↗ |
| 4 | Allworth Financial LP | 29,472,844 | 1.5B | -317,994 | -1.1% | 13Q | SEC ↗ |
| 5 | Auto-Owners Insurance Co | 19,637,666 | $986M | -872,108,747 | -97.8% | 13Q | SEC ↗ |
| 6 | CWM, LLC | 17,682,357 | $888M | +2,161,800 | +13.9% | 13Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 13,344,665 | $670M | +13,236,509 | +12238.3% | 2Q | SEC ↗ |
| 8 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 12,291,718 | $617M | — | +0.0% | 1Q | SEC ↗ |
| 9 | MORGAN STANLEY | 11,915,888 | $598M | +1,725,089 | +16.9% | 12Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 8,928,162 | $448M | +961,150 | +12.1% | 13Q | SEC ↗ |
| 11 | UBS Group AG | 8,789,986 | $441M | +393,931 | +4.7% | 13Q | SEC ↗ |
| 12 | Betterment LLC | 8,266,335 | $415M | +851,639 | +11.5% | 13Q | SEC ↗ |
| 13 | STATE STREET CORP | 7,886,187 | $396M | -571,296 | -6.8% | 13Q | SEC ↗ |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 6,326,017 | $318M | -195,873 | -3.0% | 2Q | SEC ↗ |
| 15 | Nearwater Capital Markets, Ltd NEW | 6,039,200 | $303M | — | +0.0% | 1Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 5,726,102 | $288M | +14,589 | +0.3% | 13Q | SEC ↗ |
| 17 | Valpey Financial Services, LLC | 5,631,044 | $283M | +5,507,382 | +4453.6% | 3Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 5,153,537 | $259M | -141,004 | -2.7% | 13Q | SEC ↗ |
| 19 | Horizon Investments, LLC | 4,805,656 | $241M | -112,289 | -2.3% | 12Q | SEC ↗ |
| 20 | BANK OF AMERICA CORP /DE | 4,665,294 | $234M | -2,297,169 | -33.0% | 13Q | SEC ↗ |
| 21 | Mariner, LLC | 4,474,043 | $225M | -185,006 | -4.0% | 13Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 4,407,055 | $221M | -177,181 | -3.9% | 13Q | SEC ↗ |
| 23 | HighTower Advisors, LLC | 4,227,683 | $212M | +268,174 | +6.8% | 13Q | SEC ↗ |
| 24 | Advisory Alpha, LLC | 4,093,030 | $206M | -190,957 | -4.5% | 13Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 3,988,098 | $200M | +892,416 | +28.8% | 6Q | SEC ↗ |
| 26 | Stadion Money Management, LLC | 3,938,291 | $198M | -467,730 | -10.6% | 13Q | SEC ↗ |
| 27 | BENJAMIN EDWARDS INC | 3,875,058 | $195M | -149,041 | -3.7% | 4Q | SEC ↗ |
| 28 | Strategies Wealth Advisors, LLC | 3,593,551 | $180M | +27,214 | +0.8% | 13Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC | 3,118,182 | $157M | +370,130 | +13.5% | 13Q | SEC ↗ |
| 30 | Clearstead Advisors, LLC | 3,100,372 | $156M | +58,391 | +1.9% | 12Q | SEC ↗ |
| 31 | TRUIST FINANCIAL CORP | 2,929,518 | $147M | +1,002,634 | +52.0% | 13Q | SEC ↗ |
| 32 | VICUS CAPITAL | 2,876,162 | $144M | +1,082,267 | +60.3% | 13Q | SEC ↗ |
| 33 | Pathstone Holdings, LLC | 2,875,556 | $144M | -46,752 | -1.6% | 10Q | SEC ↗ |
| 34 | Equitable Holdings, Inc. | 2,716,598 | $136M | +131,178 | +5.1% | 13Q | SEC ↗ |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,666,364 | $134M | +112,464 | +4.4% | 13Q | SEC ↗ |
| 36 | JNBA Financial Advisors | 2,506,993 | $126M | +249,546 | +11.1% | 13Q | SEC ↗ |
| 37 | FLOW TRADERS U.S. LLC NEW | 2,493,051 | $125M | — | +0.0% | 1Q | SEC ↗ |
| 38 | AlphaCore Capital LLC | 2,448,660 | $123M | -136,862 | -5.3% | 5Q | SEC ↗ |
| 39 | Envestnet Portfolio Solutions, Inc. | 2,437,302 | $122M | -221,576 | -8.3% | 11Q | SEC ↗ |
| 40 | STATE FARM MUTUAL AUTOMOBILE INSURANCE NEW | 2,352,670 | $118M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Gradient Investments LLC | 2,265,319 | $114M | +79,385 | +3.6% | 13Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 2,259,941 | $113M | +108,548 | +5.0% | 13Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 2,254,946 | $113M | -51,956 | -2.3% | 10Q | SEC ↗ |
| 44 | Independent Advisor Alliance | 2,236,073 | $112M | +2,048,123 | +1089.7% | 9Q | SEC ↗ |
| 45 | GeoWealth Management, LLC | 2,225,192 | $112M | -6,678 | -0.3% | 13Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 2,154,387 | $108M | +348,972 | +19.3% | 13Q | SEC ↗ |
| 47 | McNamara Financial Services, Inc. | 2,096,149 | $105M | -51,391 | -2.4% | 13Q | SEC ↗ |
| 48 | Cerity Partners LLC | 2,090,453 | $105M | +856,350 | +69.4% | 13Q | SEC ↗ |
| 49 | Advocacy Wealth Management, LLC | 2,076,370 | $104M | -23,062 | -1.1% | 10Q | SEC ↗ |
| 50 | AXXCESS WEALTH MANAGEMENT, LLC | 2,055,459 | $103M | -2,578,941 | -55.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 12,291,718 | $617M |
| Nearwater Capital Markets, Ltd | 6,039,200 | $303M |
| FLOW TRADERS U.S. LLC | 2,493,051 | $125M |
| STATE FARM MUTUAL AUTOMOBILE INSURA | 2,352,670 | $118M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1,949,500 | $98M |
| TTP Investments, Inc. | 1,117,102 | $56M |
| Select Equity Group, L.P. | 907,211 | $46M |
| TSG Advice Partners, LLC | 828,748 | $42M |
| OneAscent Financial Services LLC | 708,441 | $36M |
| Henderson Brothers Financial Partne | 492,027 | $25M |
| BNP PARIBAS FINANCIAL MARKETS | 376,600 | $19M |
| Navigation Group, LLC | 298,134 | $15M |
| RETIREMITTEN FINANCIAL LLC | 292,243 | $15M |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 176,491 | $9M |
| TCP Asset Management, LLC | 165,706 | $8M |
| FDx Advisors, Inc. | 129,267 | $6M |
| RENAISSANCE TECHNOLOGIES LLC | 88,900 | $4M |
| LexAurum Advisors, LLC | 84,717 | $4M |
| Quent Long Short Global Small Cap F | 77,757 | $4M |
| Y-Intercept (Hong Kong) Ltd | 77,297 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Strategic Financial Concepts, LLC | 723,132 | $36M |
| Diversify Advisory Services, LLC | 402,443 | $20M |
| BANK HAPOALIM BM | 384,000 | $19M |
| Strategic Financial Planning, Inc. | 371,396 | $19M |
| Municipal Employees' Retirement Sys | 276,169 | $14M |
| Vestmark Advisory Solutions, Inc. | 267,380 | $13M |
| TOWNSQUARE CAPITAL LLC | 140,909 | $7M |
| PFG Private Wealth Management, LLC | 113,897 | $6M |
| SOL Capital Management CO | 77,850 | $4M |
| TRUE Private Wealth Advisors | 74,806 | $4M |
| Summit Trail Advisors, LLC | 69,571 | $3M |
| Financial Advocates Investment Mana | 60,074 | $3M |
| Worth Financial Advisory Group, LLC | 48,642 | $2M |
| SWMG, LLC | 41,518 | $2M |
| L2 Asset Management, LLC | 40,152 | $2M |
| TUDOR INVESTMENT CORP ET AL | 34,467 | $2M |
| TFB Advisors LLC | 30,630 | $2M |
| OLD MISSION CAPITAL LLC | 29,052 | $1M |
| Hilltop Holdings Inc. | 28,599 | $1M |
| Consolidated Portfolio Review Corp | 27,557 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +13,236,509 | +12238.3% | 13,344,665 |
| Creative Planning | +8,686,628 | +6.9% | 133,821,065 |
| Valpey Financial Services, LLC | +5,507,382 | +4453.6% | 5,631,044 |
| CWM, LLC | +2,161,800 | +13.9% | 17,682,357 |
| Independent Advisor Alliance | +2,048,123 | +1089.7% | 2,236,073 |
| MORGAN STANLEY | +1,725,089 | +16.9% | 11,915,888 |
| Center for Financial Planning, Inc. | +1,611,338 | +1299466.1% | 1,611,462 |
| VICUS CAPITAL | +1,082,267 | +60.3% | 2,876,162 |
| TRUIST FINANCIAL CORP | +1,002,634 | +52.0% | 2,929,518 |
| ENVESTNET ASSET MANAGEMENT INC | +961,150 | +12.1% | 8,928,162 |
| RAYMOND JAMES FINANCIAL INC | +892,416 | +28.8% | 3,988,098 |
| Cerity Partners LLC | +856,350 | +69.4% | 2,090,453 |
| Betterment LLC | +851,639 | +11.5% | 8,266,335 |
| LPL Financial LLC | +681,940 | +1.8% | 38,025,802 |
| BlackRock, Inc. | +669,960 | +122.1% | 1,218,725 |
| Dakota Wealth Management | +575,683 | +41.7% | 1,957,231 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +569,801 | +54.5% | 1,615,919 |
| Gibbs Wealth Management | +399,621 | +126.7% | 715,139 |
| UBS Group AG | +393,931 | +4.7% | 8,789,986 |
| AMERIPRISE FINANCIAL INC | +370,130 | +13.5% | 3,118,182 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Auto-Owners Insurance Co | -872,108,747 | -97.8% | 19,637,666 |
| TIAA TRUST, NATIONAL ASSOCIATION | -12,618,642 | -92.8% | 976,726 |
| AXXCESS WEALTH MANAGEMENT, LLC | -2,578,941 | -55.6% | 2,055,459 |
| BANK OF AMERICA CORP /DE | -2,297,169 | -33.0% | 4,665,294 |
| Corient Private Wealth LLC | -1,557,117 | -47.9% | 1,693,142 |
| Rockefeller Capital Management L.P. | -1,463,793 | -50.1% | 1,456,505 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -1,439,523 | -95.0% | 75,134 |
| Financial Engines Advisors L.L.C. | -1,368,150 | -2.4% | 55,849,043 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -831,173 | -41.2% | 1,187,270 |
| Summit Global Investments | -740,072 | -69.2% | 328,991 |
| RESTON WEALTH MANAGEMENT LLC | -597,823 | -64.4% | 330,635 |
| ALLIANCEBERNSTEIN L.P. | -581,473 | -31.1% | 1,290,142 |
| STATE STREET CORP | -571,296 | -6.8% | 7,886,187 |
| GOLDMAN SACHS GROUP INC | -529,186 | -47.6% | 582,238 |
| Stadion Money Management, LLC | -467,730 | -10.6% | 3,938,291 |
| NewEdge Advisors, LLC | -450,560 | -72.3% | 172,193 |
| Goodman Financial Corp | -437,485 | -53.5% | 380,754 |
| Ausdal Financial Partners, Inc. | -432,885 | -72.6% | 163,343 |
| HALBERT HARGROVE GLOBAL ADVISORS, L | -432,317 | -27.2% | 1,156,018 |
| Allworth Financial LP | -317,994 | -1.1% | 29,472,844 |