13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
SPDW

SPDR PORTFOLIO DEVELOPED WOR

1,261 institutions still hold SPDR PORTFOLIO DEVELOPED WOR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X889·Exchange Traded Fund·1,261 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.5%
vs prior quarter
13F value held
$18.4B
49.0% inst. owned
of float
Holders
1,261
-73 QoQ
filers reporting
Activity
+10 / −105
+911 added · −883 reduced
this quarter
Concentration
33.15%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

1,261 institutions reported SPDW in Q1 2026. Creative Planning leads at 33.1% of the visible book. -73 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$6.1B133.8M4.14%Q1 202602
Financial Engines Advisors L.L.C.
CIK 0001420473
$2.5B55.8M5.18%Q1 202603
LPL Financial LLC
CIK 0001403438
$1.7B38.0M0.46%Q1 202604
Allworth Financial LP
CIK 0001555170
$1.3B29.5M5.45%Q1 202605
Auto-Owners Insurance Co
CIK 0001964189
$896M19.6M18.77%Q1 202606
CWM, LLC
CIK 0001535847
$807M17.7M2.12%Q1 202607
MORGAN STANLEY
CIK 0000895421
$752M16.5M0.05%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$609M13.3M0.08%Q1 202609
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$561M12.3M2.16%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$408M8.9M0.11%Q1 202611
UBS Group AG
CIK 0001610520
$401M8.8M0.06%Q1 202612
STATE STREET CORP
CIK 0000093751
$360M7.9M0.01%Q1 202613
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$291M6.4M2.46%Q1 202614
Nearwater Capital Markets, Ltd
CIK 0001915842
$276M6.0M6.50%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$261M5.7M0.37%Q1 202616
STIFEL FINANCIAL CORP
CIK 0000720672
$235M5.2M0.22%Q1 202617
Horizon Investments, LLC
CIK 0001560717
$213M4.8M2.70%Q4 202518
BANK OF AMERICA CORP /DE/
CIK 0000070858
$213M4.7M0.02%Q1 202619
Mariner, LLC
CIK 0001373442
$204M4.5M0.24%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$201M4.4M0.29%Q1 2026
Page 1 of 64
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