SPDR INDEX SHS FDS (SPDW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,193
Reporting holders
$31.1B
Reported value
0.1%
Held as options
+31
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $241.9M | 4,800,900 | 0.55% | 5q | +151.1%+$145.6M |
| 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 | -42.1%-$132.3M |
| 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 |
| Corient Private Wealth LP | $157.2M | 3,120,023 | 0.10% | 15q | +84.3%+$71.9M |
| 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 |
| 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 | -48.7%-$96.8M |
| 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 |
| Integrated Wealth Concepts LLC | $86.8M | 1,722,880 | 0.42% | 31q | +45.9%+$27.3M |
| 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 |
| 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 |
| CGN Advisors LLC | $61.8M | 1,226,088 | 4.51% | 23q | +5.4%+$3.2M |
| 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 |
| Merit Financial Group, LLC | $48.8M | 968,709 | 0.15% | 17q | +101.9%+$24.6M |
| 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 |
| Farther Finance Advisors, LLC | $38.9M | 771,383 | 0.30% | 14q | +1.2%+$475.0K |
| US BANCORP \DE\ | $38.5M | 764,984 | 0.04% | 31q | +8.1%+$2.9M |
| SigFig Wealth Management, LLC | $37.9M | 756,494 | 1.00% | 31q | +6.1%+$2.2M |
Showing the largest 100 of 1,228 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,193 | $31.1B | 617,673,060 | 88 | 473 | 357 | 0.1% |
| Q1 2026 | 1,162 | $29.3B | 641,824,497 | 90 | 427 | 354 | 0.0% |
| Q4 2025 | 1,124 | $25.8B | 580,568,154 | 64 | 457 | 280 | 0.0% |
| Q3 2025 | 1,035 | $22.9B | 535,069,891 | 80 | 390 | 296 | 0.0% |
| Q2 2025 | 1,003 | $20.3B | 502,315,794 | 89 | 393 | 331 | 0.0% |
| Q1 2025 | 947 | $17.5B | 480,573,909 | 71 | 343 | 318 | 0.0% |
| Q4 2024 | 925 | $16.2B | 473,411,525 | 61 | 378 | 249 | 0.0% |
| Q3 2024 | 837 | $16.3B | 434,454,503 | 55 | 301 | 281 | 0.0% |
| Q2 2024 | 816 | $15.2B | 433,933,680 | 50 | 359 | 218 | 0.0% |
| Q1 2024 | 792 | $15.5B | 432,147,946 | 51 | 287 | 268 | 0.0% |
| Q4 2023 | 779 | $13.9B | 408,385,800 | 68 | 275 | 243 | 0.0% |
| Q3 2023 | 691 | $12.0B | 387,759,719 | 51 | 265 | 232 | 0.0% |
| Q2 2023 | 665 | $11.7B | 361,218,473 | 52 | 266 | 223 | 0.0% |
| Q1 2023 | 630 | $11.0B | 341,976,882 | 55 | 215 | 237 | 0.0% |
| Q4 2022 | 590 | $9.1B | 308,825,629 | 57 | 221 | 192 | 0.0% |
| Q3 2022 | 620 | $7.6B | 295,507,731 | 48 | 265 | 190 | 0.0% |
| Q2 2022 | 641 | $8.0B | 278,493,072 | 55 | 274 | 196 | 0.0% |
| Q1 2022 | 638 | $9.3B | 272,814,613 | 43 | 303 | 171 | 0.0% |
| Q4 2021 | 648 | $9.1B | 248,981,114 | 44 | 302 | 123 | 0.0% |
| Q3 2021 | 547 | $8.0B | 220,986,832 | 25 | 270 | 125 | 0.0% |
| Q2 2021 | 556 | $7.7B | 209,907,350 | 47 | 262 | 140 | 0.0% |
| Q1 2021 | 530 | $6.9B | 196,080,806 | 58 | 212 | 156 | 0.0% |
| Q4 2020 | 484 | $5.8B | 172,386,984 | 49 | 188 | 134 | 0.0% |
| Q3 2020 | 413 | $5.1B | 173,600,595 | 37 | 161 | 136 | 0.0% |
| Q2 2020 | 408 | $4.8B | 174,987,069 | 55 | 172 | 136 | 0.0% |
| Q1 2020 | 394 | $3.2B | 131,160,095 | 46 | 174 | 134 | 0.0% |
| Q4 2019 | 409 | $3.3B | 106,013,074 | 50 | 168 | 91 | 0.0% |
| Q3 2019 | 321 | $2.5B | 85,404,885 | 45 | 162 | 78 | 0.0% |
| Q2 2019 | 307 | $2.7B | 91,921,009 | 31 | 149 | 79 | 0.0% |
| Q1 2019 | 298 | $2.9B | 99,086,908 | 30 | 163 | 64 | 0.0% |
| Q4 2018 | 288 | $2.1B | 79,416,321 | 2 | 9 | 5 | 0.0% |