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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,213 managers (1,231 13F filers) reported a position in SPDW shares at 2026-06-30, 625,488,250 shares in all. 91 filers opened a position and 53 filers sold out during the quarter.

Managers
1,213
13F filers
1,231
New
91
Added
526
Reduced
417
Sold out
53
Shares held by filers
625,488,250

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning144,440,101$7.28B4.25%+10,619,03613F-HRTimelineGroup
Financial Engines Advisors L.L.C.52,021,601$2.62B4.65%-3,827,44213F-HRTimeline
LPL Financial LLC39,005,504$1.97B0.44%+979,70213F-HRTimeline
Allworth Financial LP22,428,705$1.13B4.81%-7,044,13913F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co15,230,666$767M17.33%-4,407,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,725,633$692M0.04%-2,754,94213F-HRTimelineGroup
TIAAgroup of 4 filers holding13,188,074$665M-86,772Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,756,324$542M0.34%-2,588,34113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,575,791$533M-789,673Timeline
UBS Group AGgroup of 2 filers holding8,900,145$448M+105,543Timeline
Betterment LLC8,002,796$403M0.68%-263,53913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC6,213,429$313M2.34%-157,88413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,895,171$297M0.37%+169,06913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,686,255$236M0.28%+279,20013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,625,590$233M0.02%-39,70413F-HRTimelineGroup
Horizon Investments, LLC4,584,583$231M2.53%-189,92213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,576,780$231M0.19%-576,75713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP4,485,803$226M0.01%-3,400,38413F-HRTimelineGroup
HighTower Advisors, LLC4,388,987$221M0.21%+161,30413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,181,675$211M0.06%+193,57713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,164,706$210M0.22%-309,33713F-HRTimelineGroup
Advisory Alpha, LLC4,000,503$202M4.94%-92,52713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,826,033$193M0.23%+896,51513F-HRTimelineGroup
Stadion Money Management, LLC3,730,413$188M16.2%-207,87813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,697,898$183M+2,081,979Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,611,496$182M0.04%+493,31413F-HRTimelineGroup
Savant Capital, LLC3,788,921$182M0.53%+1,878,73413F-HRTimeline
Strategies Wealth Advisors, LLC3,413,848$172M15.39%-179,70313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,357,208$169M1.54%-517,85013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,308,992$167M0.34%+1,154,60513F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …3,216,783$162M0.11%+864,11313F-HRTimelineGroup
VICUS CAPITAL3,023,569$152M9.84%+147,40713F-HRTimeline
Clearstead Advisors, LLC3,006,007$151M1.43%-94,36513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,899,417$146M0.08%+233,05313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,839,996$143M0.42%-35,56013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,757,945$139M0.83%+41,34713F-HRTimelineGroup
JNBA Financial Advisors2,430,445$122M9.27%-76,54813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,400,450$121M0.6%+488,19213F-HR/ATimeline
AlphaCore Capital LLC2,377,208$120M2.2%-71,45213F-HRTimeline
GeoWealth Management, LLC2,291,106$115M3.63%+65,91413F-HRTimeline
Dakota Wealth Management2,274,169$115M2.19%+316,93813F-HRTimeline
Advocacy Wealth Management, LLC2,268,369$114M4.15%+191,99913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,230,648$112M1.55%-34,67113F-HRTimelineGroup
Cetera Investment Advisers2,199,869$111M0.1%-60,07213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,195,491$111M0.1%-59,45513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC2,161,356$109M1.73%+105,89713F-HRTimeline
Capital Asset Advisory Services LLC2,159,245$109M3.94%+145,58313F-HRTimeline
McNamara Financial Services, Inc.2,090,164$105M18.17%-5,98513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,020,829$102M0.02%+49,70513F-HRTimelineGroup
Peterson Wealth Advisors, LLC1,973,367$99.4M11.75%+92,93513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,980,208$99.2M0.01%+7,92013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,967,939$99.2M0.12%-122,51413F-HRTimelineGroup
AlphaStar Capital Management, LLC1,925,284$97M6.17%+127,20913F-HRTimeline
Schneider Downs Wealth Management Advis…1,822,730$91.8M8.63%+17,98913F-HRTimeline
Private Advisor Group, LLC1,814,219$91.4M0.42%-214,43713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,755,077$88.4M<0.01%+536,35213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,738,040$87.6M0.01%-101,15113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,730,145$87.2M0.54%-54,90913F-HRTimelineGroup
Integrated Wealth Concepts LLC1,722,880$86.8M0.42%+541,88313F-HRTimeline
HighPoint Advisor Group LLC1,688,491$85.1M3%+137,05713F-HRTimeline
Center for Financial Planning, Inc.1,667,215$84M7.85%+55,75313F-HRTimeline
GREENLEAF TRUST1,578,868$79.6M0.77%+164,41513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,570,410$79.1M0.14%-477,95113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,548,902$78M0.11%-144,24013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding1,537,651$77.5M+1,114,506Timeline
Cambridge Investment Research Advisors,…1,518,087$76.5M0.17%+130,12213F-HR/ATimeline
Concord Wealth Partnersgroup of 2 filers holding1,515,615$76.4M+4,273Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,508,130$76M0.12%+51,62513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC1,482,773$74.7M1.17%-109,72013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,451,908$73.2M+31,134Timeline
TRUEFG, LLC1,384,914$69.8M16.3%+6,62513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding1,384,271$69.8M+536,515Timeline
Walkner Condon Financial Advisors LLC1,356,118$68.3M7.87%+91,84013F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,492,438$68.1M0.02%-12,17413F-HRTimeline
Facet Wealth, Inc.1,344,428$67.7M0.97%-44,49613F-HRTimeline
Lifeworks Advisors, LLC1,249,765$63M6.59%+86,02813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,238,199$62.4M-19,826Timeline
CGN Advisors LLC1,226,088$61.8M4.51%+62,66613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,217,347$61.3M0.1%-17,64913F-HRTimelineGroup
Global Retirement Partners, LLC1,192,371$60.1M0.92%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,153,768$57.7M0.1%-33,50213F-HRTimeline
ProVise Management Group, LLC1,128,650$56.9M3.81%+330,11713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,114,235$56.1M2.44%-41,78313F-HRTimeline
Clearwater Capital Advisors, LLC1,112,093$56M4.11%-14,64513F-HRTimeline
Global Strategic Investment Solutions, …1,006,356$50.7M4.54%+3,89613F-HRTimeline
Brio Consultants, LLC994,021$50.1M5.87%+17,98513F-HRTimeline
Boston Standard Wealth Management, LLC946,137$47.2M6.85%-13,63313F-HRTimeline
IFP Advisors, Inc915,993$46.2M0.83%+90,14613F-HRTimeline
Beacon Pointe Advisors, LLC900,196$45.4M0.21%+108,80213F-HRTimeline
Ballentine Partners, LLC888,635$44.8M0.55%-3,15113F-HRTimeline
Aptus Capital Advisors, LLC873,909$44M0.32%+61,30413F-HRTimeline
MAI Capital Management854,242$43M0.16%+27,90613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC837,833$42.2M0.1%new13F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC806,030$40.6M6.24%+12,75413F-HRTimeline
KWB Wealth788,912$39.8M3.4%-41,48813F-HRTimeline
Geneos Wealth Management Inc.787,151$39.7M0.81%+16,09613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC778,753$39.2M5.15%+10,04713F-HR/ATimeline
Farther Finance Advisors, LLC771,383$38.9M0.3%+9,42713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\764,984$38.5M0.04%+57,07413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding754,157$38M-13,601Timeline
SigFig Wealth Management, LLC756,494$37.9M1%+43,38513F-HRTimeline
First Heartland Consultants, Inc.743,181$37.4M2.42%+9,35113F-HRTimeline
Arax Advisory Partners729,949$36.8M0.24%+116,82313F-HRTimeline
Auour Investments LLC729,632$36.8M10.54%-4,09113F-HRTimeline
Procyon Advisors, LLC721,485$36.4M1.57%+77,15813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.714,021$36M1.32%-36,28513F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …712,465$35.9M1.72%+4,02413F-HRTimelineGroup
Wealth Advisors of Iowa, LLC696,738$35.1M9.51%+48,41713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC681,189$34.3M14.16%+7,72713F-HRTimeline
Wealthspire Advisors, LLC668,986$33.7M0.19%+658,73213F-HRTimeline
Flagstone Financial Management662,916$33.4M7.47%+11,78313F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.656,630$33.1M10.95%-64,70413F-HRTimeline
NewEdge Advisors, LLC656,092$33.1M0.1%+55,11713F-HRTimeline
ERn Financial, LLC652,818$32.9M5.44%-2,97013F-HRTimeline
JDM Financial Group LLC884,654$32.5M11.08%+140,57113F-HRTimeline
Rinkey Investments639,738$32.2M7.59%-12,22513F-HRTimeline
Apella Capital, LLC633,990$31.8M0.45%-31,73113F-HRTimeline
RFG - Bristol Wealth Advisors, LLC629,635$31.7M7.67%-6,36513F-HRTimeline
MONECO ADVISORS, LLC624,036$31.4M1.92%+136,67413F-HRTimeline
Headland Capital, LLC621,262$31.3M7.72%+40,89713F-HRTimeline
Atlas Private Wealth Advisors620,241$31.3M6.84%+29,73513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp605,690$30.5M0.01%-44,62613F-HRTimelineGroup
Astoria Portfolio Advisors LLC.602,685$30.4M5.14%+69,18313F-HRTimeline
Second Line Capital, LLC600,233$30.2M5.63%+15,82613F-HRTimeline
N.E.W. Advisory Services LLC598,000$30.1M2.02%-7,57713F-HRTimeline
Pure Financial Advisors, LLC587,080$29.6M0.38%-13,61913F-HRTimeline
Hobbs Group Advisors, LLC568,941$28.7M7.54%-5,57713F-HRTimeline
Fiduciary Alliance LLC559,041$28.2M1.9%-33,33713F-HRTimeline
Treasure Coast Financial Planning557,080$28.1M13.69%+3,99913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC552,960$27.9M<0.01%-29,27813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC538,612$27.1M1.09%+20,65013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC532,098$26.8M0.96%+8,32913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…527,730$26.6M0.48%+1,25413F-HRTimelineGroup
Fairfield University516,271$26M10.53%+350,97013F-HRTimeline
BRIGHTON SECURITIES CORP.516,023$26M11.17%+10,49913F-HRTimeline
SageView Advisory Group, LLC511,049$25.8M0.84%+443,33613F-HRTimeline
FIDELITY D & D BANCORP INC506,607$25.5M8.76%+48,62313F-HRTimeline
JT Stratford LLC493,274$24.9M2.73%-4,12813F-HRTimeline
Merit Financial Group, LLC484,355$24.4M0.15%+4,44213F-HR/ATimeline
Tennessee Valley Asset Management Partn…481,490$24.3M2.68%+19,69913F-HRTimeline
Simplicity Wealth,LLC479,774$24.2M0.82%+228,36513F-HRTimeline
IHT Wealth Management, LLC477,329$24.1M0.51%+70,83513F-HRTimeline
Values Added Financial LLC461,569$23.3M8.4%+33,10013F-HRTimeline
Odyssey Group, LLC452,480$22.8M6.17%13F-HRTimeline
PROFFITT & GOODSON INC450,186$22.7M3.12%-2,32613F-HRTimeline
IAG Wealth Partners, LLC449,070$22.6M2.24%+34,22613F-HRTimeline
Compton Financial Group, LLC445,562$22.5M4.32%-193,16613F-HRTimeline
Waverly Advisors, LLC444,505$22.4M0.13%-15,30713F-HRTimeline
Valmark Advisers, Inc.442,784$22.3M0.24%+7,00013F-HRTimeline
Leicht Financial Planning & Wealth Mana…435,860$22M9%-16,82413F-HRTimeline
Portside Wealth Group, LLC417,773$21.1M2.46%+19,27013F-HRTimeline
WRAPMANAGER INC415,672$20.9M6.55%-21,66813F-HRTimeline
INVENIO WEALTH PARTNERS LLC403,290$20.3M7.28%+2,76713F-HRTimeline
SEEDS INVESTOR LLC403,044$20.3M2.09%+32,05713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding398,112$20.1M-16,957Timeline
Cornerstone Wealth Management, LLC396,951$20M0.86%+60,89713F-HRTimeline
RETIREMITTEN FINANCIAL LLC389,769$19.6M8.28%+97,52613F-HRTimeline
Mason & Associates, LLC388,895$19.6M4.08%+4,98613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co387,886$19.5M<0.01%-344,33413F-HRTimelineGroup
Atria Investments, Inc381,823$19.2M0.19%-37,03113F-HRTimeline
Belpointe Asset Management LLC370,024$18.6M0.61%+4,06813F-HRTimeline
Empowered Funds, LLC368,556$18.6M0.1%-14,43213F-HRTimeline
Advyzon Investment Management, LLC367,693$18.5M1.34%+2,64413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments352,222$17.7M0.97%+23,23113F-HRTimelineGroup
Strategic Financial Planning, Inc.352,236$17.7M9.26%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC351,027$17.7M0.01%-34,25513F-HRTimelineGroup
SCS Capital Management LLC349,934$17.6M0.17%013F-HRTimeline
Rodgers & Associates, LTD349,364$17.6M1.6%-11,01313F-HRTimeline
Macco Financial Group, Inc.347,222$17.5M11.37%+28,43313F-HRTimeline
Arizona PSPRS Trust345,500$17.4M0.65%new13F-HR/ATimeline
Moss Adams Wealth Advisors LLC344,497$17.4M1.08%-5,13113F-HRTimeline
&PARTNERS344,298$17.3M0.07%+9,52513F-HRTimeline
Western Wealth Management, LLC336,424$17M0.55%+41,12313F-HRTimeline
Sanctuary Advisors, LLC336,167$16.9M0.08%-11,59013F-HRTimeline
SCOTIA CAPITAL INC.336,045$16.9M0.06%-1,57613F-HRTimeline
Summit Financial, LLC335,911$16.9M0.19%-5,37113F-HRTimeline
Capital Investment Management, Inc.333,881$16.8M5.15%+2,95113F-HRTimeline
RFG Advisory, LLC332,438$16.8M0.26%-5,14113F-HRTimeline
RESTON WEALTH MANAGEMENT LLC331,834$16.7M4.51%+1,19913F-HRTimeline
Foundations Investment Advisors, LLC330,759$16.7M0.17%+44,38813F-HRTimeline
ABOUND FINANCIAL, LLC326,575$16.5M6.56%-7,83613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV325,608$16.4M0.02%+3,49913F-HR/ATimeline
Probity Advisors, Inc.320,953$16.2M2.31%-4,26513F-HRTimeline
Sanchez Wealth Management Group319,517$16.1M2.82%+13,17313F-HRTimeline
Orion Porfolio Solutions, LLC317,734$16M0.12%+1,34113F-HRTimeline
Millington Financial Advisors, LLC321,106$15.9M6.23%+16,25813F-HRTimeline
Palatine Hill Wealth Management, LLC313,976$15.8M12.74%+23,61713F-HRTimeline
Plante Moran Financial Advisors, LLC313,282$15.8M0.73%-7,13013F-HRTimeline
Gradient Capital Advisors, LLC309,462$15.6M3.61%-5,60613F-HRTimeline
Clear Retirement Advice LLC308,661$15.6M10.65%+27,40213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.308,377$15.5M0.25%+5,14113F-HRTimeline
Signal Advisors Wealth, LLC302,211$15.2M0.8%-4,76013F-HRTimeline
FMR LLCin group FMR LLC301,296$15.2M<0.01%+15,65013F-HRTimelineGroup
PECAUT & CO.298,409$15M4.58%+2,54613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management297,708$15M0.15%-16,53013F-HRTimelineGroup
Navigation Group, LLC297,091$15M2.91%-1,04313F-HRTimeline
Partners in Financial Planning291,107$14.7M2.22%+1,13213F-HRTimeline
Sage Advisory Services, Ltd.Co.290,047$14.6M7.19%+6,96313F-HRTimeline
Cascade Financial Partners, LLC289,451$14.6M1.27%-12013F-HRTimeline
O'Connor Financial Group LLC286,052$14.4M5.1%-5,27613F-HRTimeline