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Institutional Holders of SPDW

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.58,333,459$1,983,921 12/31/2023
     SPDW58,333,459$1,983,921 12/31/2023
Creative Planning53,750,050$1,828,039 12/31/2023
     SPDW53,750,050$1,828,039 12/31/2023
Allworth Financial LP28,337,334$1,015,610 03/31/2024
     SPDW28,337,334$1,015,610 03/31/2024
LPL Financial LLC24,912,564$847,276 12/31/2023
     SPDW24,912,564$847,276 12/31/2023
TIAA Trust National Association12,587,688$428,107 12/31/2023
     SPDW12,587,688$428,107 12/31/2023
Auto Owners Insurance Co11,466,000$389,959 12/31/2023
     SPDW11,466,000$389,959 12/31/2023
CWM LLC9,915,606$355,375 03/31/2024
     SPDW9,915,606$355,375 03/31/2024
State Street Corp8,416,835$286,257 12/31/2023
     SPDW8,416,835$286,257 12/31/2023
UBS Group AG7,743,804$263,367 12/31/2023
     SPDW7,743,804$263,367 12/31/2023
Stadion Money Management LLC7,701,655$261,933 12/31/2023
     SPDW7,701,655$261,933 12/31/2023
Horizon Investments LLC6,420,182$218,350 12/31/2023
     SPDW6,420,182$218,350 12/31/2023
Signature Estate & Investment Advisors LLC6,235,336$212,064 12/31/2023
     SPDW6,235,336$212,064 12/31/2023
Envestnet Asset Management Inc.6,119,106$208,111 12/31/2023
     SPDW6,119,106$208,111 12/31/2023
Bank of America Corp DE5,056,491$171,971 12/31/2023
     SPDW5,056,491$171,971 12/31/2023
Advisor Group Holdings Inc.4,422,166$150,407 12/31/2023
     SPDW4,422,166$150,407 12/31/2023
Townsquare Capital LLC4,379,199$148,937 12/31/2023
     SPDW4,379,199$148,937 12/31/2023
Truist Financial Corp3,844,436$130,749 12/31/2023
     SPDW3,844,436$130,749 12/31/2023
Bank of New York Mellon Corp3,626,177$129,962 03/31/2024
     SPDW3,626,177$129,962 03/31/2024
Morgan Stanley3,707,540$126,093 12/31/2023
     SPDW3,707,540$126,093 12/31/2023
Ameriprise Financial Inc.3,689,501$125,457 12/31/2023
     SPDW3,689,501$125,457 12/31/2023
Gradient Investments LLC3,061,366$109,719 03/31/2024
     SPDW3,061,366$109,719 03/31/2024
Pathstone Holdings LLC3,129,386$105,807 12/31/2023
     SPDW3,129,386$105,807 12/31/2023
Advisory Alpha LLC3,000,509$102,050 12/31/2023
     SPDW3,000,509$102,050 12/31/2023
Baystate Wealth Management LLC2,996,341$101,906 12/31/2023
     SPDW2,996,341$101,906 12/31/2023
Raymond James Financial Services Advisors Inc.2,691,981$96,481 03/31/2024
     SPDW2,691,981$96,481 03/31/2024
Advocacy Wealth Management Services LLC2,570,825$92,138 03/31/2024
     SPDW2,570,825$92,138 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC2,535,031$86,216 12/31/2023
     SPDW2,535,031$86,216 12/31/2023
Assetmark Inc.2,487,842$84,611 12/31/2023
     SPDW2,487,842$84,611 12/31/2023
Jane Street Group LLC2,398,742$81,581 12/31/2023
     SPDW2,398,742$81,581 12/31/2023
Private Advisor Group LLC2,393,952$81,418 12/31/2023
     SPDW2,393,952$81,418 12/31/2023
Equitable Holdings Inc.2,248,269$76,464 12/31/2023
     SPDW2,248,269$76,464 12/31/2023
McNamara Financial Services Inc.2,050,101$73,476 03/31/2024
     SPDW2,050,101$73,476 03/31/2024
Strategies Wealth Advisors LLC1,982,362$71,048 03/31/2024
     SPDW1,982,362$71,048 03/31/2024
Savant Capital LLC2,037,011$69,279 12/31/2023
     SPDW2,037,011$69,279 12/31/2023
Granite Bay Wealth Management LLC2,122,368$67,679 12/31/2023
     SPDW2,122,368$67,679 12/31/2023
AlphaStar Capital Management LLC1,919,798$65,292 12/31/2023
     SPDW1,919,798$65,292 12/31/2023
Charles Schwab Investment Management Inc.1,830,378$62,251 12/31/2023
     SPDW1,830,378$62,251 12/31/2023
First Ascent Asset Management LLC1,785,634$60,729 12/31/2023
     SPDW1,785,634$60,729 12/31/2023
JNBA Financial Advisors1,640,660$58,801 03/31/2024
     SPDW1,640,660$58,801 03/31/2024
Park Avenue Securities LLC1,609,439$57,682 03/31/2024
     SPDW1,609,439$57,682 03/31/2024
KWB Wealth1,591,899$57,054 03/31/2024
     SPDW1,591,899$57,054 03/31/2024
MML Investors Services LLC1,641,319$55,821 12/31/2023
     SPDW1,641,319$55,821 12/31/2023
Mariner LLC1,640,616$55,797 12/31/2023
     SPDW1,640,616$55,797 12/31/2023
Peterson Wealth Advisors LLC1,505,195$53,946 03/31/2024
     SPDW1,505,195$53,946 03/31/2024
Sei Investments Co.1,576,508$53,617 12/31/2023
     SPDW1,576,508$53,617 12/31/2023
Norden Group LLC1,427,601$51,144 03/31/2024
     SPDW1,427,601$51,144 03/31/2024
Envestnet Portfolio Solutions Inc.1,472,949$50,095 12/31/2023
     SPDW1,472,949$50,095 12/31/2023
Capital Asset Advisory Services LLC1,241,532$44,112 03/31/2024
     SPDW1,241,532$44,112 03/31/2024
Truefg LLC1,229,849$44,078 03/31/2024
     SPDW1,229,849$44,078 03/31/2024
Rockefeller Capital Management L.P.1,252,195$42,587 12/31/2023
     SPDW1,252,195$42,587 12/31/2023

See All: Funds Holding SPDW
See Details: Top 10 Hedge Funds Holding SPDW
Also See: SPDW Holdings Changes

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