There is a long list of 823 institutional holders of SPDW within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SPDW by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SPDW table below, the initial column indicates the name of each top institutional holder of SPDW, with a link to that fund's top holdings. The next columns indicate the amount of SPDW stock held by each of the institutional holders of SPDW, followed by the SPDW position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Financial Engines Advisors L.L.C. | 58,333,459 | $1,983,921 | 12/31/2023 |
SPDW | 58,333,459 | $1,983,921 | 12/31/2023 |
Creative Planning | 53,750,050 | $1,828,039 | 12/31/2023 |
SPDW | 53,750,050 | $1,828,039 | 12/31/2023 |
Allworth Financial LP | 28,337,334 | $1,015,610 | 03/31/2024 |
SPDW | 28,337,334 | $1,015,610 | 03/31/2024 |
LPL Financial LLC | 24,912,564 | $847,276 | 12/31/2023 |
SPDW | 24,912,564 | $847,276 | 12/31/2023 |
TIAA Trust National Association | 12,587,688 | $428,107 | 12/31/2023 |
SPDW | 12,587,688 | $428,107 | 12/31/2023 |
Auto Owners Insurance Co | 11,466,000 | $389,959 | 12/31/2023 |
SPDW | 11,466,000 | $389,959 | 12/31/2023 |
CWM LLC | 9,915,606 | $355,375 | 03/31/2024 |
SPDW | 9,915,606 | $355,375 | 03/31/2024 |
State Street Corp | 8,416,835 | $286,257 | 12/31/2023 |
SPDW | 8,416,835 | $286,257 | 12/31/2023 |
UBS Group AG | 7,743,804 | $263,367 | 12/31/2023 |
SPDW | 7,743,804 | $263,367 | 12/31/2023 |
Stadion Money Management LLC | 7,701,655 | $261,933 | 12/31/2023 |
SPDW | 7,701,655 | $261,933 | 12/31/2023 |
Horizon Investments LLC | 6,420,182 | $218,350 | 12/31/2023 |
SPDW | 6,420,182 | $218,350 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 6,235,336 | $212,064 | 12/31/2023 |
SPDW | 6,235,336 | $212,064 | 12/31/2023 |
Envestnet Asset Management Inc. | 6,119,106 | $208,111 | 12/31/2023 |
SPDW | 6,119,106 | $208,111 | 12/31/2023 |
Bank of America Corp DE | 5,056,491 | $171,971 | 12/31/2023 |
SPDW | 5,056,491 | $171,971 | 12/31/2023 |
Advisor Group Holdings Inc. | 4,422,166 | $150,407 | 12/31/2023 |
SPDW | 4,422,166 | $150,407 | 12/31/2023 |
Townsquare Capital LLC | 4,379,199 | $148,937 | 12/31/2023 |
SPDW | 4,379,199 | $148,937 | 12/31/2023 |
Truist Financial Corp | 3,844,436 | $130,749 | 12/31/2023 |
SPDW | 3,844,436 | $130,749 | 12/31/2023 |
Bank of New York Mellon Corp | 3,626,177 | $129,962 | 03/31/2024 |
SPDW | 3,626,177 | $129,962 | 03/31/2024 |
Morgan Stanley | 3,707,540 | $126,093 | 12/31/2023 |
SPDW | 3,707,540 | $126,093 | 12/31/2023 |
Ameriprise Financial Inc. | 3,689,501 | $125,457 | 12/31/2023 |
SPDW | 3,689,501 | $125,457 | 12/31/2023 |
Gradient Investments LLC | 3,061,366 | $109,719 | 03/31/2024 |
SPDW | 3,061,366 | $109,719 | 03/31/2024 |
Pathstone Holdings LLC | 3,129,386 | $105,807 | 12/31/2023 |
SPDW | 3,129,386 | $105,807 | 12/31/2023 |
Advisory Alpha LLC | 3,000,509 | $102,050 | 12/31/2023 |
SPDW | 3,000,509 | $102,050 | 12/31/2023 |
Baystate Wealth Management LLC | 2,996,341 | $101,906 | 12/31/2023 |
SPDW | 2,996,341 | $101,906 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 2,691,981 | $96,481 | 03/31/2024 |
SPDW | 2,691,981 | $96,481 | 03/31/2024 |
Advocacy Wealth Management Services LLC | 2,570,825 | $92,138 | 03/31/2024 |
SPDW | 2,570,825 | $92,138 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 2,535,031 | $86,216 | 12/31/2023 |
SPDW | 2,535,031 | $86,216 | 12/31/2023 |
Assetmark Inc. | 2,487,842 | $84,611 | 12/31/2023 |
SPDW | 2,487,842 | $84,611 | 12/31/2023 |
Jane Street Group LLC | 2,398,742 | $81,581 | 12/31/2023 |
SPDW | 2,398,742 | $81,581 | 12/31/2023 |
Private Advisor Group LLC | 2,393,952 | $81,418 | 12/31/2023 |
SPDW | 2,393,952 | $81,418 | 12/31/2023 |
Equitable Holdings Inc. | 2,248,269 | $76,464 | 12/31/2023 |
SPDW | 2,248,269 | $76,464 | 12/31/2023 |
McNamara Financial Services Inc. | 2,050,101 | $73,476 | 03/31/2024 |
SPDW | 2,050,101 | $73,476 | 03/31/2024 |
Strategies Wealth Advisors LLC | 1,982,362 | $71,048 | 03/31/2024 |
SPDW | 1,982,362 | $71,048 | 03/31/2024 |
Savant Capital LLC | 2,037,011 | $69,279 | 12/31/2023 |
SPDW | 2,037,011 | $69,279 | 12/31/2023 |
Granite Bay Wealth Management LLC | 2,122,368 | $67,679 | 12/31/2023 |
SPDW | 2,122,368 | $67,679 | 12/31/2023 |
AlphaStar Capital Management LLC | 1,919,798 | $65,292 | 12/31/2023 |
SPDW | 1,919,798 | $65,292 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 1,830,378 | $62,251 | 12/31/2023 |
SPDW | 1,830,378 | $62,251 | 12/31/2023 |
First Ascent Asset Management LLC | 1,785,634 | $60,729 | 12/31/2023 |
SPDW | 1,785,634 | $60,729 | 12/31/2023 |
JNBA Financial Advisors | 1,640,660 | $58,801 | 03/31/2024 |
SPDW | 1,640,660 | $58,801 | 03/31/2024 |
Park Avenue Securities LLC | 1,609,439 | $57,682 | 03/31/2024 |
SPDW | 1,609,439 | $57,682 | 03/31/2024 |
KWB Wealth | 1,591,899 | $57,054 | 03/31/2024 |
SPDW | 1,591,899 | $57,054 | 03/31/2024 |
MML Investors Services LLC | 1,641,319 | $55,821 | 12/31/2023 |
SPDW | 1,641,319 | $55,821 | 12/31/2023 |
Mariner LLC | 1,640,616 | $55,797 | 12/31/2023 |
SPDW | 1,640,616 | $55,797 | 12/31/2023 |
Peterson Wealth Advisors LLC | 1,505,195 | $53,946 | 03/31/2024 |
SPDW | 1,505,195 | $53,946 | 03/31/2024 |
Sei Investments Co. | 1,576,508 | $53,617 | 12/31/2023 |
SPDW | 1,576,508 | $53,617 | 12/31/2023 |
Norden Group LLC | 1,427,601 | $51,144 | 03/31/2024 |
SPDW | 1,427,601 | $51,144 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 1,472,949 | $50,095 | 12/31/2023 |
SPDW | 1,472,949 | $50,095 | 12/31/2023 |
Capital Asset Advisory Services LLC | 1,241,532 | $44,112 | 03/31/2024 |
SPDW | 1,241,532 | $44,112 | 03/31/2024 |
Truefg LLC | 1,229,849 | $44,078 | 03/31/2024 |
SPDW | 1,229,849 | $44,078 | 03/31/2024 |
Rockefeller Capital Management L.P. | 1,252,195 | $42,587 | 12/31/2023 |
SPDW | 1,252,195 | $42,587 | 12/31/2023 |
See All: Funds Holding SPDW
See Details: Top 10 Hedge Funds Holding SPDW
Also See: SPDW Holdings Changes
Free SPDW Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |