1127 tracked 13F filers disclose a position in SPDW as of the latest SEC 13F filings, a combined $29.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | $6.1B | 133.8M | ▲+6.9% Added · +8.7M sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $2.6B | 52.0M | ▼−6.8% Reduced · −3.8M sh | Q2 2026 | |
| 3 | LPL Financial LLC | $1.7B | 38.0M | ▲+1.8% Added · +682K sh | Q1 2026 | |
| 4 | Allworth Financial LP | $1.3B | 29.5M | ▼−1.1% Reduced · −318K sh | Q1 2026 | |
| 5 | Auto-Owners Insurance Co | $896.5M | 19.6M | —Held | Q1 2026 | |
| 6 | CWM, LLC | $807.2M | 17.7M | ▲+14% Added · +2.2M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $752.3M | 16.5M | ▲+38% Added · +4.6M sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $609.2M | 13.3M | ▲123× Added · +13.2M sh | Q1 2026 | |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $613.3M | 12.2M | ▼−1.0% Reduced · −120K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $407.6M | 8.9M | ▲+12% Added · +961K sh | Q1 2026 | |
| 11 | UBS Group AG | $401.3M | 8.8M | ▲+4.7% Added · +394K sh | Q1 2026 | |
| 12 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $290.9M | 6.4M | ▲+0.7% Added · +45K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $261.4M | 5.7M | ▲+0.3% Added · +15K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $235.3M | 5.2M | ▼−2.7% Reduced · −141K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $213.0M | 4.7M | ▼−33% Reduced · −2.3M sh | Q1 2026 | |
| 16 | STATE STREET CORP | $226.0M | 4.5M | ▼−43% Reduced · −3.4M sh | Q2 2026 | |
| 17 | Mariner, LLC | $204.2M | 4.5M | ▼−4.0% Reduced · −185K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $201.2M | 4.4M | ▼−3.9% Reduced · −177K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $193.0M | 4.2M | ▲+6.8% Added · +268K sh | Q1 2026 | |
| 20 | Advisory Alpha, LLC | $201.6M | 4.0M | ▼−2.3% Reduced · −93K sh | Q2 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $182.1M | 4.0M | ▲+29% Added · +892K sh | Q1 2026 | |
| 22 | Savant Capital, LLC | $181.9M | 3.8M | ▲+98% Added · +1.9M sh | Q2 2026 | |
| 23 | Strategies Wealth Advisors, LLC | $172.0M | 3.4M | ▼−5.0% Reduced · −180K sh | Q2 2026 | |
| 24 | BENJAMIN EDWARDS INC | $169.2M | 3.4M | ▼−13% Reduced · −518K sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $166.7M | 3.3M | ▲+54% Added · +1.2M sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in SPDW and 27 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 674 funds | $121.0B |
| MICROSOFT CORPMSFT | 665 funds | $102.8B |
| NVIDIA CORPNVDA | 653 funds | $142.3B |
| AMAZON.COM INCAMZN | 645 funds | $77.4B |
| ALPHABET INC-CL AGOOGL | 634 funds | $63.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 628 funds | $19.2B |
| JPMORGAN CHASE & COJPM | 625 funds | $30.8B |
| ALPHABET INC-CL CGOOG | 615 funds | $47.8B |
| ISHARES CORE S&P 500 ETFIVV | 610 funds | $52.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 610 funds | $18.1B |
| JOHNSON & JOHNSONJNJ | 594 funds | $20.5B |
| META PLATFORMS INC-CLASS AMETA | 592 funds | $41.3B |
Ranked by how many of SPDW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SPDW
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SPDW/capital-change-brief"
Use Arkolith's capital_change_brief for SPDW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SPDW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.