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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

963 managers (974 13F filers) reported a position in SPDW shares at 2024-12-31, 502,029,231 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
963
13F filers
974
New
62
Added
435
Reduced
275
Sold out
54
Shares held by filers
502,029,231

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Brown Financial Advisory219,460$7.49M5.33%-65113F-HRTimeline
Valtinson Bruner Financial Planning LLC216,357$7.38M2.58%-29,85013F-HRTimeline
Partners in Financial Planning215,265$7.35M1.5%-5,29313F-HRTimeline
Security Financial Services, INC.212,411$7.25M1.48%+3,56013F-HRTimeline
HARBOUR INVESTMENTS, INC.211,961$7.23M0.21%-10,97213F-HRTimeline
Trilogy Capital Inc.211,845$7.23M0.37%+1,27213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.211,823$7.23M0.92%-7,86313F-HRTimeline
BIP Wealth, LLC210,582$7.19M0.48%-7,75813F-HRTimeline
Fortitude Financial, LLC208,289$7.11M3.97%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…207,705$7.09M0.16%+30,15513F-HRTimelineGroup
Millington Financial Advisors, LLC199,553$7.03M4.08%-10,39113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding202,441$6.91M-27,889Timeline
LEGACY SOLUTIONS, LLC201,942$6.89M7.51%13F-HRTimeline
Diligent Investors, LLC200,976$6.86M1.57%+2,03313F-HRTimeline
Aspire Private Capital, LLC200,874$6.86M1.7%+8,83413F-HRTimeline
Seven Springs Wealth Group, LLC197,642$6.75M2.51%-29,24613F-HRTimeline
Astoria Portfolio Advisors LLC.197,916$6.72M2.4%-117,46813F-HRTimeline
Ignite Planners, LLC192,466$6.6M1.45%+9,82613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC191,506$6.54M0.22%+7,75513F-HRTimeline
CW Advisors, LLC189,080$6.45M0.09%+5,32713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …188,442$6.43M1.39%+13,82813F-HRTimeline
AIRE ADVISORS, LLC185,989$6.35M1.31%+1,40313F-HRTimeline
Wrenne Financial Planning LLC184,766$6.31M3.59%+23,54613F-HRTimeline
NOVEM GROUP182,990$6.25M0.93%13F-HRTimeline
Signal Advisors Wealth, LLC182,384$6.22M0.7%new13F-HRTimeline
BLKBRD Asset Management, LP180,547$6.16M28.72%13F-HRTimeline
Kingsview Wealth Management, LLC177,339$6.05M0.12%-1,24413F-HRTimeline
Insight Advisors, LLC/ PA176,694$6.04M1.03%+17,49113F-HRTimeline
Sanchez Wealth Management Group176,502$6.02M1.65%-75,59613F-HRTimeline
RWA WEALTH PARTNERS, LLC176,497$6.02M0.07%+26,68513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC175,805$6M0.12%+38,64113F-HRTimeline
Empowered Funds, LLC175,577$5.99M0.09%+7,05613F-HRTimeline
Partnership Wealth Management, LLC174,549$5.96M4.96%+37,23113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…173,817$5.93M0.05%+2,10613F-HRTimelineGroup
Opes Wealth Management LLC173,790$5.93M1.22%+6,78613F-HRTimeline
Optimist Retirement Group LLC171,940$5.87M2.78%+7,63313F-HRTimeline
PECAUT & CO.171,797$5.86M2.02%+14,37913F-HRTimeline
Modera Wealth Management, LLC171,112$5.84M0.07%+122,09313F-HRTimeline
Lifestyle Asset Management, Inc.170,630$5.82M3.17%+7,36613F-HRTimeline
Continuum Advisory, LLC170,227$5.81M0.74%+15,38513F-HRTimeline
Montz Harcus Wealth Management LLC169,256$5.78M3.23%+11,54613F-HRTimeline
Aquire Wealth Advisors, LLC169,019$5.77M1.79%-7,05713F-HRTimeline
XML Financial, LLC166,157$5.67M0.52%+3,31113F-HRTimeline
AE Wealth Management LLC165,334$5.64M0.05%+20,98313F-HRTimeline
TME FINANCIAL, INC.148,743$5.59M5.22%13F-HRTimeline
Collaborative Wealth Managment Inc.163,306$5.57M2.53%+9,36813F-HRTimeline
Avior Wealth Management, LLC162,490$5.55M0.2%-8,79013F-HRTimeline
Towercrest Capital Management160,468$5.48M0.89%-4,85013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC160,042$5.46M1.01%-9,30413F-HRTimeline
ORBA Wealth Advisors, L.L.C.156,972$5.36M2.8%-4,02913F-HRTimeline
Fort Point Capital Partners LLC156,641$5.35M0.6%-84,71613F-HRTimeline
Cresset Asset Management, LLC155,207$5.3M0.03%-35,14113F-HRTimeline
Battery Global Advisors, LLC151,635$5.18M2.77%+74513F-HRTimeline
Tranquilli Financial Advisor LLC151,095$5.16M3.27%+2,62413F-HRTimeline
Arete Wealth Advisors, LLC149,673$5.12M0.37%+8,21213F-HRTimeline
Hughes Financial Services, LLC147,453$5.03M1.03%13F-HRTimeline
NovaPoint Capital, LLC144,898$4.95M1.51%+1,17913F-HRTimeline
Western Wealth Management, LLC144,553$4.93M0.32%+9,74913F-HR/ATimeline
Red Wave Investments LLC143,912$4.91M1.72%-10,28613F-HRTimeline
Vermillion & White Wealth Management Gr…142,196$4.85M3.58%+51,10513F-HRTimeline
WBH ADVISORY INC141,935$4.84M0.45%+23,13413F-HRTimeline
Delta Wealth Advisors LLC141,774$4.84M4.56%+2,23213F-HRTimeline
Beacon Pointe Advisors, LLC140,164$4.78M0.05%-1,88713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC140,027$4.78M<0.01%+79,74313F-HRTimelineGroup
Strategic Financial Concepts, LLC139,454$4.76M0.91%+103,17813F-HR/ATimeline
YHB Investment Advisors, Inc.137,951$4.71M0.39%+1,47613F-HRTimeline
PAX Financial Group, LLC135,786$4.63M0.83%+1,22613F-HRTimeline
Merriman Wealth Management, LLC135,739$4.63M0.19%-9,80113F-HRTimeline
VICUS CAPITAL135,411$4.62M0.41%+9,25613F-HRTimeline
Topel & Distasi Wealth Management, LLC133,070$4.54M1.95%013F-HRTimeline
BCS Wealth Management132,883$4.54M1.13%+5,51413F-HRTimeline
Mattson Financial Services, LLC120,550$4.53M1.44%-2,69613F-HRTimeline
Belpointe Asset Management LLC121,424$4.51M0.27%-25413F-HRTimeline
Vested Financial Planning, LLC130,290$4.45M4.21%13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT129,888$4.43M0.54%-2,13013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.126,454$4.32M1.73%+95213F-HRTimeline
Plan A Wealth LLC125,595$4.29M3.92%13F-HRTimeline
Symphony Financial, Ltd. Co.121,015$4.28M0.67%+12,02413F-HRTimeline
FMR LLCin group FMR LLC122,946$4.2M<0.01%+8,09613F-HRTimelineGroup
Vista Cima Wealth Management LLC122,016$4.16M4.33%13F-HRTimeline
Foundations Investment Advisors, LLC121,770$4.16M0.08%+51,32113F-HRTimeline
Breed's Hill Capital LLC121,637$4.15M2.17%013F-HRTimeline
Koshinski Asset Management, Inc.118,483$4.04M0.36%-4,09413F-HRTimeline
Family Legacy, Inc.115,135$3.97M1.34%+74413F-HRTimeline
Heartwood Wealth Advisors LLC115,854$3.95M0.45%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management114,521$3.91M0.12%+5,30613F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/113,376$3.87M3.81%13F-HRTimeline
Clarus Wealth Advisors113,819$3.85M1.92%-4,19013F-HRTimeline
Heritage Trust Co109,894$3.75M0.44%13F-HRTimeline
JRM Investment Counsel, LLC108,723$3.71M1.31%-61913F-HRTimeline
Paladin Wealth, LLC107,678$3.68M3.18%+7,38713F-HRTimeline
Towerpoint Wealth, LLC107,310$3.66M1.79%+9,86213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC107,233$3.66M0.29%+1,46813F-HRTimeline
HARBOR ADVISORY CORP /MA/107,182$3.66M1.2%+27,32713F-HRTimeline
Vertex Planning Partners, LLC107,096$3.66M0.81%+1,22913F-HRTimeline
Simplicity Wealth,LLC106,531$3.64M0.76%-96,35113F-HRTimeline
Truepoint, Inc.106,028$3.62M0.1%new13F-HRTimeline
Smartleaf Asset Management LLC105,611$3.61M0.37%+4,09113F-HRTimeline
Fourth Dimension Wealth, LLC105,693$3.61M1.88%13F-HRTimeline
NWAM LLC105,408$3.6M0.22%+5,35513F-HRTimeline
Keener Financial Planning LLC104,744$3.57M2.11%+7,50313F-HRTimeline
SEEDS INVESTOR LLC104,694$3.57M1.02%+22,11113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC103,853$3.54M0.11%+24,47213F-HRTimelineGroup
Larson Financial Group LLC103,763$3.54M0.18%-10,91513F-HRTimeline
Norway Savings Bank103,345$3.53M1.95%+4,18813F-HRTimeline
Summit Financial, LLC102,784$3.51M0.12%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS101,128$3.45M0.01%-8,18513F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV100,834$3.44M1.02%-5,37913F-HRTimeline
Financial Insights, Inc.100,613$3.43M1.27%-6,20913F-HRTimeline
Alliance Wealth Management Group98,481$3.36M0.9%-3,36813F-HRTimeline
Occidental Asset Management, LLC97,997$3.34M0.52%-3,44813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC97,614$3.33M0.25%+8,78613F-HRTimeline
Parallel Advisors, LLC95,771$3.27M0.07%+5,03913F-HRTimeline
MONECO ADVISORS, LLC95,676$3.27M0.34%+16,07813F-HR/ATimeline
Bay Capital Advisors, LLC95,554$3.26M2.62%13F-HRTimeline
American Investment Services, Inc.95,358$3.25M0.58%+80813F-HR/ATimeline
HBW ADVISORY SERVICES LLC94,311$3.22M0.33%+1,01313F-HRTimeline
Austin Private Wealth, LLC93,667$3.2M0.3%+18,80213F-HRTimeline
Ervin Investment Management, LLC93,627$3.2M2.06%+5,66113F-HRTimeline
Venture Visionary Partners LLC93,313$3.18M0.14%-1,96313F-HR/ATimeline
Farther Finance Advisors, LLC92,884$3.17M0.11%+13,93813F-HRTimeline
Defined Financial Planning LLC91,511$3.12M3.33%13F-HRTimeline
Smith Thornton Advisors LLC89,800$3.06M1.94%-82313F-HRTimeline
OneDigital Investment Advisors LLC89,195$3.04M0.04%+6,43213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO88,575$3.02M0.06%+1,54913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC87,470$2.99M0.63%-4,29813F-HRTimeline
Life Planning Partners, Inc87,061$2.97M2.75%013F-HR/ATimeline
Blue Barn Wealth, LLC86,990$2.97M1.57%+21413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.86,831$2.96M0.21%+4213F-HRTimelineGroup
Range Financial Group LLC86,791$2.96M1.37%+46,41313F-HRTimeline
YANKCOM Partnership86,755$2.96M1.58%13F-HRTimeline
Prime Capital Investment Advisors, LLC86,687$2.96M0.04%-7,31513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV86,674$2.96M0.01%-3,09613F-HRTimeline
Aerodigm Wealth, LLC86,648$2.96M1.77%-2,90213F-HRTimeline
Bensler, LLC86,559$2.95M0.35%+15,61813F-HRTimeline
Integrity Wealth Solutions LLC86,337$2.95M1.65%-2,55513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC83,646$2.95M0.29%+66,59213F-HRTimeline
SkyOak Wealth, LLC85,727$2.93M0.63%+2,10613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.85,000$2.9M<0.01%new13F-HRTimelineGroup
Aspetuck Financial Management LLC84,980$2.9M2.26%13F-HRTimeline
Gainplan LLC84,917$2.9M1.1%-52,64913F-HRTimeline
Equita Financial Network, Inc.84,874$2.9M1.05%+5,03513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…84,064$2.87M0.21%+11713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.82,999$2.84M1.99%-42,99713F-HRTimeline
Convergence Financial, LLC82,385$2.81M0.56%-47,00213F-HRTimeline
SOL Capital Management CO82,120$2.8M0.31%-21,03013F-HRTimeline
Treynor Bancshares, Inc.81,994$2.8M2.95%-9,82913F-HRTimeline
LOWE BROCKENBROUGH & CO INC81,222$2.77M0.18%+19,92213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC81,090$2.77M1.23%13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp80,732$2.76M0.17%+25,78013F-HRTimelineGroup
Quent Capital, LLC80,432$2.75M0.28%+96513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC80,215$2.74M1.05%+11,02113F-HRTimeline
Oxinas Partners, LLC78,334$2.67M1.57%+11,45513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC78,051$2.66M0.84%+2,23713F-HRTimeline
Cooksen Wealth, LLC77,628$2.65M2.44%+1,83413F-HRTimeline
PRIVATE TRUST CO NA77,618$2.65M0.27%+99413F-HRTimeline
Csenge Advisory Group77,155$2.63M0.14%+13,76213F-HRTimeline
Columbia River Financial Group, LLC76,751$2.62M1.8%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…76,699$2.62M0.11%new13F-HRTimelineGroup
Bison Wealth, LLC76,432$2.61M0.32%13F-HRTimeline
SIMON QUICK ADVISORS, LLC76,422$2.61M0.16%-9,98713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC76,609$2.6M0.24%-4,71513F-HRTimelineGroup
International Private Wealth Advisors L…76,109$2.6M2.59%+35,54613F-HRTimeline
Legacy Private Trust Co.75,265$2.57M0.17%-7,92013F-HRTimeline
Raleigh Capital Management Inc.74,602$2.55M0.98%+6,74613F-HRTimeline
Aveo Capital Partners, LLC74,387$2.54M0.28%-1,18313F-HRTimeline
DeDora Capital, Inc.73,837$2.52M0.69%013F-HRTimeline
LexAurum Advisors, LLC73,664$2.51M0.5%+5,69513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC72,974$2.49M0.1%+61213F-HRTimelineGroup
Schechter Investment Advisors, LLC72,547$2.48M0.19%+813F-HRTimeline
NOVUS ADVISORS, LLC71,451$2.44M2.43%13F-HRTimeline
CABOT WEALTH MANAGEMENT INC70,917$2.42M0.31%+1,48813F-HRTimeline
CHOREO, LLC70,684$2.41M0.03%+55,95813F-HRTimeline
Mutual Advisors, LLC69,747$2.41M0.07%-2,17513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC68,700$2.34M0.27%+21713F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC67,746$2.31M0.16%+3413F-HRTimeline
Lunt Capital Management, Inc.66,959$2.29M0.89%+69713F-HRTimeline
Tyche Wealth Partners LLC66,397$2.27M0.48%+10,44313F-HRTimeline
Hibernia Wealth Partners, LLC66,266$2.26M1.73%-128,74713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD65,210$2.23M2.03%13F-HRTimeline
Baron Financial Group, LLC64,793$2.21M1.37%+44313F-HRTimeline
Tilson Financial Group, Inc.63,848$2.18M0.89%-85413F-HRTimeline
FF Advisors,LLC61,079$2.18M1.5%-7,04313F-HRTimeline
A&I FINANCIAL SERVICES, LLC63,646$2.17M2.12%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC63,544$2.17M0.16%-68313F-HRTimelineGroup
Steele Capital Management, Inc.63,050$2.15M0.11%-16613F-HRTimeline
Weitzel Financial Services, Inc.62,397$2.14M1.01%+13413F-HRTimeline
VISTA INVESTMENT MANAGEMENT62,396$2.13M0.81%+41513F-HRTimeline
McKinley Carter Wealth Services, Inc.62,350$2.13M0.13%-3,99613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC61,851$2.11M0.82%-1,40913F-HRTimeline
G&S Capital LLC61,799$2.11M0.87%-40,73413F-HRTimeline
ABLE Financial Group, LLC60,559$2.07M0.61%-2,64413F-HRTimeline
GPS Wealth Strategies Group, LLC60,301$2.06M0.26%-13613F-HRTimeline
WealthTrak Capital Management LLC60,233$2.06M1.74%13F-HRTimeline
AdvisorNet Financial, Inc58,343$1.99M0.17%+15,51713F-HRTimeline
Summit Trail Advisors, LLC58,231$1.99M0.07%+60813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC58,062$1.98M0.09%+4,99813F-HRTimeline
NewEdge Wealth, LLC57,979$1.98M0.03%+2,00513F-HRTimeline
Wade Financial Advisory, Inc57,720$1.97M0.67%-1,61013F-HRTimeline
Kohmann Bosshard Financial Services, LLC57,240$1.95M0.23%-5,14913F-HRTimeline