1,234 institutions reported holding $30.03B of SPDR INDEX SHS FDS (SPDW) in SEC 13F filings for 2026-03-31. Largest institutional holders: Creative Planning ($6.11B), Financial Engines Advisors L.L.C. ($2.55B), LPL Financial LLC ($1.74B), Allworth Financial LP ($1.35B), Auto-Owners Insurance Co ($896.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Creative Planning | $6.11B | 133.8M | Added |
| 2 | Financial Engines Advisors L.L.C. | $2.55B | 55.8M | Trimmed |
| 3 | LPL Financial LLC | $1.74B | 38.0M | Added |
| 4 | Allworth Financial LP | $1.35B | 29.5M | Trimmed |
| 5 | Auto-Owners Insurance Co | $896.5M | 19.6M | Hold |
| 6 | CWM, LLC | $807.2M | 17.7M | Added |
| 7 | MORGAN STANLEY | $752.3M | 16.5M | Added |
| 8 | JANE STREET GROUP, LLC | $609.2M | 13.3M | Added |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $561.1M | 12.3M | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $407.6M | 8.9M | Added |
| 11 | UBS Group AG | $401.3M | 8.8M | Added |
| 12 | Betterment LLC | $377.4M | 8.3M | Added |
| 13 | STATE STREET CORP | $360.0M | 7.9M | Trimmed |
| 14 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $290.9M | 6.4M | Added |
| 15 | Nearwater Capital Markets, Ltd | $275.7M | 6.0M | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $261.4M | 5.7M | Added |
| 17 | STIFEL FINANCIAL CORP | $235.3M | 5.2M | Trimmed |
| 18 | Horizon Investments, LLC | $218.0M | 4.8M | Trimmed |
| 19 | BANK OF AMERICA CORP /DE/ | $213.0M | 4.7M | Trimmed |
| 20 | Mariner, LLC | $204.2M | 4.5M | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $201.2M | 4.4M | Trimmed |
| 22 | HighTower Advisors, LLC | $193.0M | 4.2M | Added |
| 23 | Advisory Alpha, LLC | $186.8M | 4.1M | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $182.1M | 4.0M | Added |
| 25 | Stadion Money Management, LLC | $179.8M | 3.9M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31