STE STR SPDR PT DW EU ETF SPDW
$50.07
+0.6% 52w: $37.82 – $51.14
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data37.8244.4851.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
+39 QoQ
13F value
$30.04B
+9.9% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$365K calls / — puts
Institutional value by quarter
Number of holders
Who owns SPDW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 133.8M | $6.11B | 4.1% | +6.9% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 55.8M | $2.55B | 5.2% | -2.4% |
| LPL Financial LLC | Bank broker | 38.0M | $1.74B | 0.5% | +1.8% |
| Allworth Financial LP | Wealth advisor | 29.5M | $1.35B | 5.5% | -1.1% |
| Auto-Owners Insurance Co | Wealth advisor | 19.6M | $896.5M | 18.8% | Held |
| CWM, LLC | Wealth advisor | 17.7M | $807.2M | 2.1% | +13.9% |
| MORGAN STANLEY | Bank broker | 16.5M | $752.3M | 0.0% | +38.3% |
| JANE STREET GROUP, LLC | Market maker | 13.3M | $609.2M | 0.7% | +12238.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 12.3M | $561.1M | 2.2% | — |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 8.9M | $407.6M | 0.1% | +12.1% |
| UBS Group AG | Bank broker | 8.8M | $401.3M | 0.1% | +4.7% |
| Betterment LLC | Wealth advisor | 8.3M | $377.4M | 0.7% | +11.5% |
| STATE STREET CORP | Index provider | 7.9M | $360.0M | 0.0% | -6.8% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 6.4M | $290.9M | 2.5% | +0.7% |
| Nearwater Capital Markets, Ltd | Quant stat arb | 6.0M | $275.7M | 6.5% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 5.7M | $261.4M | 0.4% | +0.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 5.2M | $235.3M | 0.2% | -2.7% |
| Horizon Investments, LLC | Diversified mechanical | 4.8M | $218.0M | 2.4% | -0.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.7M | $213.0M | 0.0% | -33.0% |
| Mariner, LLC | Diversified mechanical | 4.5M | $204.2M | 0.2% | -4.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 4.4M | $201.2M | 0.3% | -3.9% |
| HighTower Advisors, LLC | Diversified mechanical | 4.2M | $193.0M | 0.2% | +6.8% |
| Advisory Alpha, LLC | Wealth advisor | 4.1M | $186.8M | 5.1% | -4.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.0M | $182.1M | 0.1% | +28.8% |
| Stadion Money Management, LLC | Wealth advisor | 3.9M | $179.8M | 18.1% | -10.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 3.9M | $176.9M | 1.8% | -3.7% |
| Strategies Wealth Advisors, LLC | Wealth advisor | 3.6M | $164.0M | 16.5% | +0.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.1M | $142.4M | 0.0% | +13.5% |
| Clearstead Advisors, LLC | Wealth advisor | 3.1M | $141.5M | 1.3% | +1.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.9M | $133.7M | 0.2% | +52.0% |
| VICUS CAPITAL | Wealth advisor | 2.9M | $131.3M | 9.7% | +60.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 2.9M | $131.3M | 0.5% | -1.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.7M | $121.7M | 0.1% | +4.8% |
| Equitable Holdings, Inc. | Wealth advisor | 2.7M | $120.6M | 0.8% | +5.1% |
| JNBA Financial Advisors | Wealth advisor | 2.5M | $114.4M | 9.5% | +11.1% |
| FLOW TRADERS U.S. LLC | Market maker | 2.5M | $113.8M | 3.6% | New |
| AlphaCore Capital LLC | Wealth advisor | 2.4M | $111.8M | 2.7% | -5.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 2.4M | $111.3M | 0.6% | -8.3% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Insurance | 2.4M | $107.4M | 0.1% | New |
| Gradient Investments LLC | Wealth advisor | 2.3M | $103.4M | 1.6% | +3.6% |
| Cetera Investment Advisers | Wealth advisor | 2.3M | $103.2M | 0.1% | +5.0% |
| SEI INVESTMENTS CO | Diversified mechanical | 2.3M | $102.9M | 0.1% | -2.3% |
| Independent Advisor Alliance | Wealth advisor | 2.2M | $102.1M | 1.1% | +1089.7% |
| GeoWealth Management, LLC | Wealth advisor | 2.2M | $101.6M | 3.7% | -0.3% |
| Capital Asset Advisory Services LLC | Wealth advisor | 2.0M | $99.3M | 3.8% | +1.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 2.2M | $98.3M | 0.3% | +19.3% |
| McNamara Financial Services, Inc. | Wealth advisor | 2.1M | $95.7M | 18.1% | -2.4% |
| Cerity Partners LLC | Diversified mechanical | 2.1M | $95.4M | 0.1% | +69.4% |
| Advocacy Wealth Management, LLC | Wealth advisor | 2.1M | $94.8M | 4.2% | -1.1% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 2.1M | $93.8M | 3.0% | 0.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.