SPDR INDEX SHS FDS SPDW
PORTFOLIO DEVLPD · ETP · CUSIP 78463X889
622
institutional holders
295.1m
shares reported held*
$7.6bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $25.86. Options: 2 managers hold calls ($1.6m notional), 0 hold puts (—).
Biggest calls
| Paladin Advisory Group, LLC | — | $1.2m46.9k shares |
| CITADEL ADVISORS LLC | — | $421.0k16.3k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Creative Planning 2.21% of their portfolio | 49.4m $1.3bn | — |
| Financial Engines Advisors L.L.C. 3.25% of their portfolio | 38.6m $995.3m | — |
| Allworth Financial LP 4.34% of their portfolio | 13.3m $343.9m | — |
| LPL Financial LLC 0.31% of their portfolio | 12.6m $325.4m | — |
| TIAA, FSB 1.16% of their portfolio | 10.5m $271.2m | — |
| PATHSTONE FAMILY OFFICE, LLC 1.68% of their portfolio | 7.2m $185.8m | — |
| Stadion Money Management, LLC 15.15% of their portfolio | 6.8m $175.6m | — |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 6.7m $173.3m | — |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6.61% of their portfolio | 5.5m $140.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio | 4.6m $119.3m | — |
| STATE STREET CORP 0.01% of their portfolio | 4.4m $113.3m | — |
| Aptus Capital Advisors, LLC 3.20% of their portfolio | 3.9m $100.2m | — |
| TOWNSQUARE CAPITAL LLC 2.71% of their portfolio | 3.7m $94.7m | — |
| ASSETMARK, INC 0.43% of their portfolio | 3.6m $92.9m | — |
| UBS Group AG 0.05% of their portfolio | 3.3m $84.9m | — |
| Mariner Managed Account Solutions, LLC 8.33% of their portfolio | 3.1m $81.0m | — |
| OSAIC HOLDINGS, INC. 0.19% of their portfolio | 3.1m $81.0m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.72% of their portfolio | 2.8m $72.5m | — |
| Gradient Investments LLC 1.80% of their portfolio | 2.3m $58.9m | — |
| Advisory Alpha, LLC 4.40% of their portfolio | 2.2m $57.8m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2.41% of their portfolio | 2.2m $56.1m | — |
| Horizon Investments, LLC 1.64% of their portfolio | 2.0m $52.6m | — |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 1.9m $49.0m | — |
| MORGAN STANLEY 0.01% of their portfolio | 1.8m $46.7m | — |
| RFG Advisory, LLC 2.92% of their portfolio | 1.8m $51.3m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.68% of their portfolio | 1.8m $47.4m | — |
| Trilogy Capital Inc. 3.91% of their portfolio | 1.7m $43.6m | — |
| Global Strategic Investment Solutions, LLC 2.07% of their portfolio | 1.7m $43.1m | — |
| Private Advisor Group, LLC 0.49% of their portfolio | 1.7m $42.9m | — |
| PFS INVESTMENTS INC. 0.84% of their portfolio | 1.6m $40.3m | — |
| Mariner, LLC 0.16% of their portfolio | 1.6m $40.0m | — |
| McNamara Financial Services, Inc. 11.36% of their portfolio | 1.5m $39.5m | — |
| PARK AVENUE SECURITIES LLC 0.77% of their portfolio | 1.5m $38.7m | — |
| First Ascent Asset Management, LLC 7.00% of their portfolio | 1.4m $36.3m | — |
| WALLER FINANCIAL PLANNING GROUP, INC 10.58% of their portfolio | 1.3m $34.6m | — |
| Savant Capital, LLC 1.07% of their portfolio | 1.3m $34.2m | — |
| Peterson Wealth Advisors, LLC 11.04% of their portfolio | 1.3m $32.9m | — |
| KWB Wealth 6.54% of their portfolio | 1.3m $32.8m | — |
| IAG Wealth Partners, LLC 10.68% of their portfolio | 1.2m $32.1m | — |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 1.2m $31.4m | — |
| Financial Advisory Group 6.67% of their portfolio | 1.1m $29.6m | — |
| TRUEFG, LLC 15.51% of their portfolio | 1.1m $29.3m | — |
| Brookstone Capital Management 0.63% of their portfolio | 1.1m $27.3m | — |
| Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio | 961.5k $24.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio | 933.8k $24.1m | — |
| Tennessee Valley Asset Management Partners 9.28% of their portfolio | 917.3k $23.7m | — |
| Boston Standard Wealth Management, LLC 7.89% of their portfolio | 910.7k $23.5m | — |
| IFP Advisors, Inc 0.58% of their portfolio | 907.5k $22.3m | — |
| Financial Strategies Group, Inc. 10.26% of their portfolio | 877.5k $22.6m | — |
| MEEDER ASSET MANAGEMENT INC 1.25% of their portfolio | 843.6k $21.8m | — |
| Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio | 822.0k $21.2m | — |
| N.E.W. Advisory Services LLC 3.70% of their portfolio | 792.4k $20.4m | — |
| CWM, LLC 0.16% of their portfolio | 785.6k $20.3m | — |
| MML INVESTORS SERVICES, LLC 0.15% of their portfolio | 781.5k $20.2m | — |
| Edmonds Duncan Registered Investment Advisors, LLC 7.05% of their portfolio | 772.6k $19.9m | — |
| RESTON WEALTH MANAGEMENT LLC 11.76% of their portfolio | 765.4k $19.7m | — |
| Rinkey Investments 17.27% of their portfolio | 758.8k $22.9m | — |
| Bristlecone Advisors, LLC 2.54% of their portfolio | 755.4k $19.5m | — |
| AlphaStar Capital Management, LLC 2.08% of their portfolio | 751.0k $19.4m | — |
| US BANCORP \DE\ 0.04% of their portfolio | 693.5k $17.9m | — |
| JNBA Financial Advisors 2.76% of their portfolio | 692.3k $17.9m | — |
| Stratos Wealth Partners, LTD. 0.49% of their portfolio | 678.3k $17.5m | — |
| SigFig Wealth Management, LLC 1.12% of their portfolio | 668.2k $21.4m | — |
| GM Advisory Group, LLC 2.05% of their portfolio | 664.4k $17.1m | — |
| First Horizon Advisors, Inc. 0.68% of their portfolio | 655.6k $16.9m | — |
| Fairfield University 14.43% of their portfolio | 650.3k $16.8m | — |
| 55I, LLC 0.47% of their portfolio | 648.6k $16.7m | — |
| IHT Wealth Management, LLC 1.25% of their portfolio | 636.9k $16.4m | — |
| Goodman Financial Corp 5.42% of their portfolio | 626.5k $16.2m | — |
| Brio Consultants, LLC 3.50% of their portfolio | 620.5k $16.6m | — |
| HighTower Advisors, LLC 0.04% of their portfolio | 598.7k $15.5m | — |
| Ballentine Partners, LLC 0.53% of their portfolio | 593.6k $15.3m | — |
| Pure Financial Advisors, LLC 0.87% of their portfolio | 580.2k $15.0m | — |
| LAKE STREET ADVISORS GROUP, LLC 1.08% of their portfolio | 576.4k $14.9m | — |
| Concord Wealth Partners 4.63% of their portfolio | 565.0k $14.6m | — |
| PROFFITT & GOODSON INC 3.12% of their portfolio | 559.5k $14.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 552.9k $14.3m | — |
| ARQ WEALTH ADVISORS, LLC 10.87% of their portfolio | 545.3k $14.1m | — |
| Wealthcare Advisory Partners LLC 0.79% of their portfolio | 535.7k $13.8m | — |
| Callan Capital, LLC 2.23% of their portfolio | 530.2k $13.7m | — |
| GREAT LAKES ADVISORS, LLC 0.29% of their portfolio | 519.1k $13.4m | — |
| Equitable Holdings, Inc. 0.25% of their portfolio | 505.6k $13.0m | — |
| AIRE ADVISORS, LLC 4.49% of their portfolio | 505.1k $13.0m | — |
| WIPFLI FINANCIAL ADVISORS LLC, 0.89% of their portfolio | 490.2k $12.6m | — |
| ProVise Management Group, LLC 1.40% of their portfolio | 486.5k $12.6m | — |
| Treasure Coast Financial Planning 10.02% of their portfolio | 484.0k $12.5m | — |
| Integrated Wealth Concepts LLC 0.40% of their portfolio | 480.5k $12.4m | — |
| ST GERMAIN D J CO INC 0.91% of their portfolio | 478.4k $13.8m | — |
| DEBUSSY CAPITAL MANAGEMENT LP 3.37% of their portfolio | 475.1k $12.5m | — |
| Plante Moran Financial Advisors, LLC 2.06% of their portfolio | 466.1k $12.0m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 422.9k $10.9m | — |
| AE Wealth Management LLC 0.09% of their portfolio | 420.5k $10.8m | — |
| Aspire Private Capital, LLC 3.91% of their portfolio | 398.1k $10.3m | — |
| Capital Asset Advisory Services LLC 1.33% of their portfolio | 397.2k $10.2m | — |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2.15% of their portfolio | 395.6k $10.2m | — |
| Leicht Financial Planning & Wealth Management, Inc. 7.26% of their portfolio | 393.2k $10.1m | — |
| Landmark Wealth Management, LLC 7.54% of their portfolio | 385.6k $9.9m | — |
| Walkner Condon Financial Advisors LLC 3.20% of their portfolio | 385.0k $9.9m | — |
| Ausdal Financial Partners, Inc. 1.56% of their portfolio | 383.5k $9.9m | — |
| Schorn Wealth LLC 4.93% of their portfolio | 372.1k $9.6m | — |