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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,219 managers (1,237 13F filers) reported a position in SPDW shares at 2026-06-30, 625,333,973 shares in all. 91 filers opened a position and 53 filers sold out during the quarter.

Managers
1,219
13F filers
1,237
New
91
Added
528
Reduced
418
Sold out
53
Shares held by filers
625,333,973

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
O'Connor Financial Group LLC286,052$14.4M5.1%-5,27613F-HRTimeline
Kingsview Wealth Management, LLC285,947$14.4M0.17%+45,99413F-HRTimeline
Certified Advisory Corp285,325$14.4M1.16%-12,93113F-HRTimeline
Tortoise Investment Management, LLC284,576$14.3M1.07%+7,66413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC282,447$14.2M5.46%+2,68213F-HRTimeline
DORVAL Corp281,499$14.2M4.08%+3,18813F-HRTimeline
Kagan Cocozza Asset Management280,223$14.1M8.85%+18,03213F-HRTimeline
HARBOUR INVESTMENTS, INC.277,138$14M0.19%-32,52713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC276,793$13.9M2.87%-4,45113F-HRTimeline
Roble, Belko & Company, Inc276,167$13.9M1.5%+16,13013F-HRTimeline
Convergence Financial, LLC275,024$13.9M1.1%+108,44313F-HRTimeline
Boltwood Capital Management273,455$13.8M3.16%-1,22513F-HRTimeline
Collaborative Wealth Managment Inc.272,830$13.7M5.78%-18,58013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC271,188$13.7M0.74%+78,20013F-HRTimeline
Fort Point Capital Partners LLC268,818$13.5M1.45%+47,27813F-HRTimeline
Aquire Wealth Advisors, LLC260,566$13.1M3.01%-12,20013F-HRTimeline
Rosenberg Matthew Hamilton259,321$13.1M2.43%+22,22113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP261,897$13.1M0.01%+54,30013F-HRTimelineGroup
Quantinno Capital Management LP258,563$13M0.02%+29,03113F-HRTimeline
Delta Wealth Advisors LLC257,524$13M9.27%+18,48913F-HRTimeline
Montz Harcus Wealth Management LLC256,456$12.9M4.6%+3,09613F-HRTimeline
NovaPoint Capital, LLC256,023$12.9M2.68%-12,57413F-HRTimeline
Mutual Advisors, LLC254,494$12.8M0.24%+25,82513F-HRTimeline
Lifestyle Asset Management, Inc.252,199$12.7M3.42%+5,61513F-HRTimeline
Henderson Brothers Financial Partners, …250,263$12.6M5.97%-241,76413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC245,506$12.4M0.16%+2,83113F-HRTimeline
Leslie Global Wealth, LLC243,250$12.3M4.77%-8,60213F-HRTimeline
AE Wealth Management LLC243,217$12.3M0.06%-1,36613F-HRTimeline
Marathon Strategic Advisors, LLC242,827$12.2M6.91%-1,40613F-HRTimeline
MGO ONE SEVEN LLC239,555$12.1M0.2%+95113F-HRTimeline
Luken Investment Analytics, LLC238,829$12M4.21%+6,13513F-HRTimeline
Strategic Financial Partners, Ltd.238,507$12M4.53%-126,86213F-HRTimeline
Financial Planning Fort Collins, LLC238,847$12M9.44%-17,01113F-HRTimeline
WBH ADVISORY INC237,189$12M0.8%+10,29413F-HRTimeline
Valtinson Bruner Financial Planning LLC236,479$11.9M2.99%+8,49213F-HRTimeline
Amicus Financial Advisors, LLC233,908$11.8M2.9%-3,15813F-HRTimeline
OPTIMA CAPITAL LLC232,194$11.7M4.62%+148,82913F-HRTimeline
TPG Financial Advisors, LLC230,984$11.6M3.48%-4,56513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC228,292$11.5M<0.01%+67,42813F-HRTimelineGroup
Goodman Financial Corp226,743$11.4M1.77%-154,01113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC225,582$11.4M0.25%+1,49613F-HRTimeline
Cresset Asset Management, LLC223,700$11.3M0.04%+69,53213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …223,145$11.2M0.56%-4,75413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…221,609$11.2M0.01%+146,47513F-HRTimelineGroup
LANARK FINANCIAL, INC.220,493$11.1M0.75%+2,91713F-HRTimeline
Partnership Wealth Management, LLC218,092$11M7.43%+7,25813F-HRTimeline
New England Capital Financial Advisors …214,550$10.8M2.58%-7,18213F-HRTimeline
Wrenne Financial Planning LLC213,495$10.8M3.63%-17,40313F-HRTimeline
Salomon & Ludwin, LLC212,790$10.8M0.88%+13,19613F-HRTimeline
Collier Financial210,651$10.6M7.26%-1,22213F-HRTimeline
Xena Financial Planning, LLC210,482$10.6M10.18%+2,93113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC207,325$10.4M0.4%-15,42413F-HRTimeline
Brown Financial Advisory206,062$10.4M4.34%-1,66013F-HRTimeline
Vertex Planning Partners, LLC205,247$10.3M1.54%+95,68613F-HRTimeline
Modera Wealth Management, LLC202,411$10.2M0.11%+2,69013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.200,449$10.1M1.11%+1,93913F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding198,962$10M-261,739Timeline
LEGACY SOLUTIONS, LLC197,021$9.93M8.03%+1,58013F-HRTimeline
Cornerstone Financial Group, LLC /NE/196,957$9.92M6.12%+6,64213F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.196,927$9.92M6.92%-2,39013F-HRTimeline
Orin Green Financial, LLC196,823$9.92M3.66%-1,67613F-HRTimeline
Security Financial Services, INC.196,270$9.89M1.37%+4,74213F-HRTimeline
Ignite Planners, LLC194,770$9.82M1.35%+3,68013F-HRTimeline
Arete Wealth Advisors, LLC193,973$9.77M0.65%-61313F-HR/ATimeline
OneDigital Investment Advisors LLC191,346$9.64M0.08%+131,27613F-HRTimeline
Independent Advisor Alliance190,401$9.59M0.22%-2,045,67213F-HRTimeline
IFS Advisors, LLC189,548$9.55M4.57%+4,00613F-HRTimeline
Bensler, LLC189,528$9.55M0.84%+22,46613F-HRTimeline
RWA WEALTH PARTNERS, LLC185,892$9.37M0.09%+1213F-HRTimeline
Spartan Planning & Wealth Management185,548$9.35M6.22%+75,64013F-HRTimeline
AIRE ADVISORS, LLC184,448$9.29M1.51%+7813F-HRTimeline
Bay Capital Advisors, LLC182,385$9.19M4.93%+5,38613F-HRTimeline
YHB Investment Advisors, Inc.181,509$9.15M0.59%+2,77813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…176,491$8.86M0.03%013F-HRTimeline
Seven Springs Wealth Group, LLC175,316$8.83M1.93%-61013F-HRTimeline
Venturi Wealth Management, LLC174,776$8.81M0.34%-1,28313F-HRTimeline
Truepoint, Inc.172,268$8.68M0.18%-19,04313F-HRTimeline
EP Wealth Advisors, LLC171,766$8.66M0.03%+120,35113F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC171,356$8.63M2.26%+7,26013F-HRTimeline
XML Financial, LLC171,087$8.62M0.63%+1,68013F-HRTimeline
BIP Wealth, LLC170,740$8.6M0.24%+22,83213F-HRTimeline
Aspire Private Capital, LLC170,271$8.58M1.77%-91,47513F-HRTimeline
Fortitude Financial, LLC169,276$8.53M7.66%-23,22813F-HRTimeline
Sherman Wealth Management LLC167,877$8.46M6.37%+9,41413F-HRTimeline
True Blue Financial, LLC166,870$8.41M3.55%+158,57813F-HRTimeline
Ironwood Wealth Management, LLC.165,020$8.32M1.84%-4,44013F-HRTimeline
Optimist Retirement Group LLC164,804$8.3M3.2%-1,59513F-HRTimeline
Vista Cima Wealth Management LLC163,583$8.24M6.14%+6,86513F-HRTimeline
CSM Advisors, LLC162,925$8.21M0.18%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC166,193$8.21M1.08%-19913F-HRTimeline
TCP Asset Management, LLC161,506$8.14M0.92%-4,20013F-HRTimeline
BayBridge Capital Group, LLC160,936$8.11M4.23%-6413F-HRTimeline
Advisory Services Network, LLC160,349$8.08M0.09%+33,04813F-HRTimeline
Diligent Investors, LLC158,189$7.97M1.78%-2,93213F-HRTimeline
Ausdal Financial Partners, Inc.157,721$7.95M0.31%-5,62213F-HRTimeline
Gateway Wealth Partners, LLC156,933$7.91M0.47%-93,85313F-HRTimeline
Fourth Dimension Wealth, LLC154,291$7.77M2.46%+4,95113F-HRTimeline
Aerodigm Wealth, LLC154,240$7.77M2.63%-94613F-HRTimeline
NOVEM GROUP153,375$7.73M0.78%-13,31013F-HRTimeline
Battery Global Advisors, LLC152,557$7.69M3.85%013F-HRTimeline
Avior Wealth Management, LLC152,322$7.68M0.2%+2,15213F-HRTimeline
Vested Financial Planning, LLC151,131$7.62M5.12%+99313F-HRTimeline
Oregon Pacific Wealth Management, LLC150,423$7.58M7.11%-1,50413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC148,390$7.5M0.24%-10,87013F-HRTimelineGroup
Benchmark Financial, LLC148,127$7.46M6.08%-34013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT146,558$7.39M0.74%+76913F-HRTimeline
GREAT LAKES ADVISORS, LLC143,979$7.26M0.06%-51313F-HRTimeline
Tyche Wealth Partners LLC140,760$7.09M1%+11,31713F-HRTimeline
Wilkins Miller Wealth Management, LLC139,886$7.05M3.88%+2,39413F-HRTimeline
BCS Wealth Management138,105$6.96M1.25%+3,96613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC136,948$6.9M0.16%+4,00913F-HRTimelineGroup
Continuum Advisory, LLC136,824$6.89M0.56%-1,26613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC135,417$6.82M0.27%+7,08613F-HRTimeline
Red Wave Investments LLC133,864$6.75M1.71%+13,10913F-HRTimeline
PLANWISER FINANCIAL, LLC132,304$6.67M4.63%-24,60313F-HRTimeline
Symphony Financial, Ltd. Co.131,460$6.59M0.72%+2,72113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC130,637$6.58M0.08%+42,28113F-HRTimelineGroup
Smith Thornton Advisors LLC132,394$6.55M2.89%+12,89413F-HRTimeline
Occidental Asset Management, LLC129,662$6.53M0.65%+2,03613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …127,556$6.43M0.84%-47813F-HRTimeline
Montis Financial, LLC127,107$6.4M1.31%-2,02613F-HRTimeline
Parallel Advisors, LLC126,205$6.36M0.1%+59,60313F-HRTimeline
SYM FINANCIAL Corp125,776$6.34M0.51%+13,19713F-HRTimeline
FDx Advisors, Inc.125,711$6.33M1.91%-3,55613F-HRTimeline
SMART Wealth LLC125,434$6.32M1.36%new13F-HRTimeline
Hughes Financial Services, LLC124,710$6.28M0.83%-1,46313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC123,373$6.22M0.12%-56,97113F-HRTimeline
Valpey Financial Services, LLC120,657$6.08M3.62%+2,29613F-HRTimeline
Ervin Investment Management, LLC120,510$6.07M3.3%+6,42213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …119,538$6.02M0.61%+14,49213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…119,980$6.02M0.03%-5,27813F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.119,410$6.02M1.7%+1,44913F-HRTimeline
Towercrest Capital Management117,680$5.93M0.83%+4,24913F-HRTimeline
Yukon Wealth Management, Inc.117,566$5.92M1.7%-7,19513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC116,875$5.89M0.32%-1,79413F-HRTimeline
CABOT WEALTH MANAGEMENT INC116,463$5.87M0.6%+26,62213F-HRTimeline
WealthTrak Capital Management LLC115,790$5.83M3.84%-41,13613F-HRTimeline
HARBOR ADVISORY CORP /MA/112,330$5.66M1.51%013F-HRTimeline
Integrity Wealth Solutions LLC112,322$5.66M2.09%-3,54813F-HRTimeline
Savvy Advisors, Inc.111,697$5.63M0.12%+44,91713F-HRTimeline
CHOREO, LLC111,285$5.61M0.06%+96413F-HRTimeline
Trilogy Capital Inc.111,040$5.6M0.22%+4,57613F-HRTimeline
Hirtle & Co., LLC110,407$5.56M0.18%013F-HRTimeline
Heartwood Wealth Advisors LLC110,375$5.56M0.43%+11613F-HRTimeline
Smartleaf Asset Management LLC109,876$5.5M0.18%013F-HRTimeline
Weitzel Financial Services, Inc.108,695$5.43M1.85%+14,49713F-HRTimeline
ARQ WEALTH ADVISORS, LLC108,091$5.39M0.67%-17,14213F-HRTimeline
Brown Financial Advisors106,227$5.35M1.87%-4,96613F-HRTimeline
Venture Visionary Partners LLC105,935$5.34M0.15%+14,16513F-HRTimeline
Ashton Thomas Private Wealth, LLC105,590$5.32M0.11%+18,69313F-HRTimeline
Aspetuck Financial Management LLC105,510$5.32M3.13%+1,11613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS105,038$5.29M0.01%-2,05413F-HRTimeline
Heritage Trust Co104,933$5.29M0.46%013F-HRTimeline
DeDora Capital, Inc.104,837$5.28M1.15%013F-HRTimeline
NWAM LLC104,526$5.27M0.26%+1,57713F-HRTimeline
Norway Savings Bank103,186$5.2M2.18%+1,67813F-HRTimeline
Northwest Wealth Advisors, LLC102,944$5.19M2.98%+5,48813F-HRTimeline
Balefire, LLC100,882$5.08M0.83%-24,56413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC100,769$5.08M1.23%+9,20013F-HRTimeline
Tranquilli Financial Advisor LLC100,373$5.06M2.72%+3,70313F-HRTimeline
Steward Partners Investment Advisory, L…100,003$5.04M0.03%+80,75413F-HRTimeline
QP WEALTH MANAGEMENT, LLC99,438$5.01M7.15%+6,15713F-HRTimeline
International Private Wealth Advisors L…97,716$4.92M2.53%-14,74413F-HRTimeline
Keener Financial Planning LLC97,444$4.91M1.76%-3,15513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC95,734$4.82M0.28%-3013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC95,514$4.81M0.02%+12,23913F-HRTimeline
Patriot Financial Group Insurance Agenc…95,501$4.81M0.49%-93,69713F-HRTimeline
Oxinas Partners, LLC95,325$4.8M1.89%-87713F-HRTimeline
Gladstone Institutional Advisory LLC95,223$4.8M0.15%+12,60313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC95,123$4.79M0.32%+48,69213F-HRTimelineGroup
Range Financial Group LLC94,701$4.77M1.3%+9913F-HRTimeline
Gambit Capital Management, LLC93,792$4.73M2.76%+5,05913F-HRTimeline
HBW ADVISORY SERVICES LLC93,707$4.72M0.43%+1,01013F-HRTimeline
Financial Insights, Inc.93,637$4.72M1.24%-17513F-HRTimeline
BLAIR WILLIAM & CO/IL93,163$4.69M0.01%+8,75413F-HRTimeline
G&S Capital LLC92,587$4.67M1.35%+2,90713F-HRTimeline
Snowden Capital Advisors LLC92,374$4.65M0.11%-366,12813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC90,945$4.58M0.1%-98,43113F-HRTimelineGroup
Visionary Wealth Advisors90,755$4.57M0.18%-11,56113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP90,530$4.56M0.21%+36,62213F-HRTimeline
Richmond Investment Services, LLC90,283$4.55M1.44%-78,32113F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC89,878$4.53M1.56%new13F-HRTimeline
Rossby Financial, LCC89,801$4.53M0.83%+10,38313F-HRTimeline
LexAurum Advisors, LLC89,452$4.51M0.52%+4,73513F-HRTimeline
Paladin Wealth, LLC88,556$4.46M2.6%+3,76813F-HRTimeline
Towerpoint Wealth, LLC88,065$4.44M1.54%-1,86713F-HRTimeline
Alliance Wealth Management Group87,787$4.42M0.86%+2,04313F-HRTimeline
Cooksen Wealth, LLC87,309$4.4M2.77%+2,73013F-HRTimeline
YANKCOM Partnership86,755$4.37M1.57%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp86,389$4.35M0.21%+1,87013F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC86,360$4.35M4.44%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV86,197$4.34M0.49%-4,73913F-HRTimeline
PAX Financial Group, LLC85,711$4.32M0.64%-3,66113F-HRTimeline
Steele Capital Management, Inc.85,458$4.31M0.16%-17113F-HRTimeline
STEVENS CAPITAL PARTNERS84,662$4.27M0.81%+37313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…84,488$4.26M0.25%+12713F-HRTimeline
Vise Technologies, Inc.84,067$4.24M0.05%+46,58713F-HRTimeline
JRM Investment Counsel, LLC83,898$4.23M1.02%-6,20513F-HRTimeline
PRIVATE TRUST CO NA83,777$4.22M0.34%+1,06013F-HRTimeline
Raleigh Capital Management Inc.83,292$4.2M1.34%-54,22213F-HRTimeline