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Disclosery

SPDW SPDR INDEX SHS FDS

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982 managers (994 13F filers) reported a position in SPDW shares at 2025-03-31, 514,697,996 shares in all. 76 filers opened a position and 51 filers sold out during the quarter.

Managers
982
13F filers
994
New
76
Added
377
Reduced
363
Sold out
51
Shares held by filers
514,697,996

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Belpointe Asset Management LLC228,146$8.31M0.43%+106,72213F-HRTimeline
Fortitude Financial, LLC227,288$8.28M7.88%+18,99913F-HRTimeline
AE Wealth Management LLC219,746$8M0.07%+54,41213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC219,649$8M0.25%-10,88813F-HRTimeline
Partners in Financial Planning213,941$7.79M1.57%-1,32413F-HRTimeline
Roble, Belko & Company, Inc213,824$7.79M1.24%-14,75713F-HRTimeline
New England Capital Financial Advisors …212,729$7.75M3.94%-15,96513F-HRTimeline
Prime Capital Investment Advisors, LLC212,162$7.72M0.09%+125,47513F-HRTimeline
Security Financial Services, INC.209,890$7.64M1.52%-2,52113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.209,348$7.62M0.95%-2,47513F-HRTimeline
LEGACY SOLUTIONS, LLC207,466$7.55M8.32%+5,52413F-HRTimeline
Atria Wealth Solutions, Inc.203,287$7.4M0.09%-26,95713F-HRTimeline
Mutual Advisors, LLC196,159$7.36M0.21%+126,41213F-HRTimeline
Orin Green Financial, LLC202,385$7.31M3.45%new13F-HRTimeline
Signal Advisors Wealth, LLC199,452$7.26M0.71%+17,06813F-HRTimeline
BIP Wealth, LLC198,137$7.21M0.47%-12,44513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …195,341$7.11M1.46%+6,89913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC194,565$7.08M0.24%+3,05913F-HRTimeline
Diligent Investors, LLC194,350$7.08M1.72%-6,62613F-HRTimeline
Kingsview Wealth Management, LLC194,002$7.06M0.13%+16,66313F-HRTimeline
Millington Financial Advisors, LLC199,071$7.04M4.33%-48213F-HRTimeline
Sensible Financial Planning & Managemen…191,376$6.97M1.39%-62,44013F-HRTimeline
Ignite Planners, LLC182,278$6.88M1.35%-10,18813F-HRTimeline
Wrenne Financial Planning LLC188,006$6.85M3.64%+3,24013F-HRTimeline
Venturi Wealth Management, LLC186,831$6.8M0.35%-33,38413F-HRTimeline
AIRE ADVISORS, LLC186,438$6.79M1.43%+44913F-HRTimeline
Montz Harcus Wealth Management LLC185,729$6.76M3.7%+16,47313F-HRTimeline
Empowered Funds, LLC185,279$6.75M0.1%+9,70213F-HRTimeline
Sanchez Wealth Management Group184,575$6.72M1.83%+8,07313F-HRTimeline
Seven Springs Wealth Group, LLC181,030$6.59M2.35%-16,61213F-HRTimeline
BayBridge Capital Group, LLC180,877$6.59M4.74%-48,88613F-HRTimeline
CW Advisors, LLC180,132$6.56M0.08%-8,94813F-HRTimeline
Insight Advisors, LLC/ PA176,608$6.43M1.13%-8613F-HRTimeline
Partnership Wealth Management, LLC176,396$6.42M5.45%+1,84713F-HRTimeline
ARQ WEALTH ADVISORS, LLC176,038$6.41M2.38%-49,59313F-HRTimeline
PECAUT & CO.175,687$6.4M2.18%+3,89013F-HRTimeline
Advisor Resource Council183,325$6.35M0.51%+167,25913F-HRTimeline
Optimist Retirement Group LLC174,030$6.34M3.17%+2,09013F-HRTimeline
Modera Wealth Management, LLC171,113$6.23M0.08%+113F-HRTimeline
Raleigh Capital Management Inc.169,519$6.17M2.79%+94,91713F-HRTimeline
Continuum Advisory, LLC168,174$6.12M0.79%-2,05313F-HRTimeline
Arete Wealth Advisors, LLC166,893$6.08M0.46%+17,22013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…166,461$6.06M0.05%-7,35613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC165,902$6.04M0.18%+62,04913F-HRTimelineGroup
Aquire Wealth Advisors, LLC165,456$6.02M1.85%-3,56313F-HRTimeline
Collaborative Wealth Managment Inc.165,329$6.02M2.82%+2,02313F-HRTimeline
Spartan Planning & Wealth Management164,048$5.97M5.79%+108,05313F-HRTimeline
SENTINEL PENSION ADVISORS, LLC163,982$5.97M1.1%+3,94013F-HRTimeline
ORBA Wealth Advisors, L.L.C.162,407$5.91M2.98%+5,43513F-HRTimeline
XML Financial, LLC161,715$5.89M0.55%-4,44213F-HRTimeline
Avior Wealth Management, LLC156,719$5.71M0.22%-5,77113F-HRTimeline
Fort Point Capital Partners LLC155,890$5.68M0.63%-75113F-HRTimeline
Cresset Asset Management, LLC154,504$5.63M0.03%-70313F-HRTimeline
RWA WEALTH PARTNERS, LLC154,004$5.61M0.07%-22,49313F-HRTimeline
WBH ADVISORY INC153,961$5.61M0.52%+12,02613F-HRTimeline
Delta Wealth Advisors LLC153,674$5.6M5.08%+11,90013F-HRTimeline
FMR LLCin group FMR LLC153,481$5.59M<0.01%+30,53513F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/144,526$5.58M5.02%+31,15013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC153,216$5.58M0.1%-22,58913F-HRTimeline
Western Wealth Management, LLC151,851$5.53M0.37%+7,29813F-HRTimeline
SEEDS INVESTOR LLC151,811$5.53M1.55%+47,11713F-HRTimeline
Luken Investment Analytics, LLC151,704$5.52M2.59%+151,62313F-HRTimeline
Battery Global Advisors, LLC151,635$5.52M3.08%013F-HRTimeline
Lifestyle Asset Management, Inc.150,113$5.47M3%-20,51713F-HRTimeline
NovaPoint Capital, LLC147,909$5.39M1.66%+3,01113F-HRTimeline
Hughes Financial Services, LLC145,721$5.32M1.04%-1,73213F-HRTimeline
NOVEM GROUP145,687$5.3M0.75%-37,30313F-HRTimeline
Tranquilli Financial Advisor LLC144,455$5.26M3.33%-6,64013F-HRTimeline
Foundations Investment Advisors, LLC142,549$5.19M0.1%+20,77913F-HRTimeline
Convergence Financial, LLC141,739$5.16M1.01%+59,35413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT139,552$5.08M0.63%+9,66413F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC139,145$5.07M1.69%+126,82113F-HRTimeline
YHB Investment Advisors, Inc.136,591$4.97M0.42%-1,36013F-HRTimeline
Financial Advocates Investment Manageme…135,365$4.93M0.35%+92,49213F-HRTimeline
Opes Wealth Management LLC134,917$4.91M0.99%-38,87313F-HRTimeline
Topel & Distasi Wealth Management, LLC133,070$4.85M2.26%013F-HRTimeline
BCS Wealth Management132,325$4.82M1.24%-55813F-HRTimeline
Defined Financial Planning LLC131,490$4.8M4.87%+39,97913F-HRTimeline
PAX Financial Group, LLC131,113$4.77M0.85%-4,67313F-HRTimeline
Caliber Wealth Management, LLC / KS130,696$4.76M0.65%13F-HRTimeline
Vested Financial Planning, LLC130,548$4.75M4.75%+25813F-HRTimeline
WealthTrak Capital Management LLC129,419$4.71M4.06%+69,18613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.128,625$4.68M1.83%+2,17113F-HRTimeline
Breed's Hill Capital LLC128,294$4.67M2.52%+6,65713F-HRTimeline
Red Wave Investments LLC128,090$4.66M1.67%-15,82213F-HRTimeline
Towercrest Capital Management126,684$4.61M0.88%-33,78413F-HRTimeline
Wilkins Miller Wealth Management, LLC126,503$4.61M3.46%+116,56613F-HRTimeline
MONECO ADVISORS, LLC126,198$4.59M0.48%+30,52213F-HR/ATimeline
Idaho Trust Co124,547$4.53M1.85%new13F-HRTimeline
Fourth Dimension Wealth, LLC124,291$4.53M2.19%+18,59813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV124,275$4.52M0.01%+37,60113F-HRTimeline
VICUS CAPITAL124,015$4.52M0.42%-11,39613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC123,604$4.5M<0.01%-16,42313F-HRTimelineGroup
Brown Financial Advisors121,778$4.43M1.83%-102,24713F-HRTimeline
Kraft, Davis & Associates, LLC119,785$4.42M1.42%+113,62513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.119,070$4.34M3.3%+36,07113F-HRTimeline
Strategic Financial Concepts, LLC118,357$4.31M0.81%-21,09713F-HRTimeline
PLANWISER FINANCIAL, LLC111,579$4.28M3.88%13F-HRTimeline
Beacon Pointe Advisors, LLC117,124$4.26M0.05%-23,04013F-HRTimeline
Occidental Asset Management, LLC116,650$4.25M0.64%+18,65313F-HRTimeline
Simplicity Wealth,LLC116,301$4.23M0.33%+9,77013F-HRTimeline
HARBOR ADVISORY CORP /MA/115,175$4.19M1.41%+7,99313F-HRTimeline
Sharkey, Howes & Javer114,787$4.18M0.6%+88,38213F-HRTimeline
Heartwood Wealth Advisors LLC113,871$4.15M0.47%-1,98313F-HRTimeline
Bensler, LLC113,816$4.14M0.52%+27,25713F-HRTimeline
Independent Advisor Alliance112,700$4.1M0.14%-1,332,76413F-HRTimeline
Vertex Planning Partners, LLC112,691$4.1M0.9%+5,59513F-HRTimeline
NOVUS ADVISORS, LLC111,406$4.06M4.09%+39,95513F-HRTimeline
Bay Capital Advisors, LLC110,882$4.04M3.36%+15,32813F-HRTimeline
Heritage Trust Co109,894$4M0.49%013F-HRTimeline
CHOREO, LLC108,934$3.97M0.06%+38,25013F-HRTimeline
Koshinski Asset Management, Inc.106,669$3.88M0.33%-11,81413F-HRTimeline
Towerpoint Wealth, LLC105,214$3.83M1.9%-2,09613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC105,168$3.83M0.3%-2,06513F-HRTimeline
Schwallier Wealth Management LLC104,260$3.8M2.8%new13F-HRTimeline
Norway Savings Bank104,195$3.79M2.16%+85013F-HRTimeline
International Private Wealth Advisors L…104,175$3.79M3.64%+28,06613F-HRTimeline
Larson Financial Group LLC104,071$3.79M0.18%+30813F-HRTimeline
Summit Financial, LLC101,870$3.71M0.1%-91413F-HRTimeline
Smith Thornton Advisors LLC101,677$3.7M2.3%+11,87713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC101,494$3.7M0.34%+3,88013F-HR/ATimeline
Vista Cima Wealth Management LLC101,219$3.69M3.97%-20,79713F-HR/ATimeline
Alliance Wealth Management Group100,760$3.67M0.99%+2,27913F-HRTimeline
Smartleaf Asset Management LLC98,845$3.63M0.35%-6,76613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC95,735$3.62M1.41%+15,52013F-HRTimeline
Ervin Investment Management, LLC99,403$3.62M2.44%+5,77613F-HRTimeline
Csenge Advisory Group99,521$3.61M0.2%+22,36613F-HRTimeline
Modern Wealth Management, LLC97,874$3.56M0.11%+61,85413F-HR/ATimeline
HBW ADVISORY SERVICES LLC96,659$3.52M0.5%+2,34813F-HRTimeline
Financial Insights, Inc.96,567$3.52M1.4%-4,04613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV95,892$3.49M0.94%-4,94213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD95,730$3.49M3.14%+30,52013F-HRTimeline
Yukon Wealth Management, Inc.95,424$3.47M1.44%13F-HRTimeline
Plan A Wealth LLC94,931$3.46M2.68%-30,66413F-HRTimeline
Integrity Wealth Solutions LLC94,285$3.43M1.86%+7,94813F-HRTimeline
Oxinas Partners, LLC93,153$3.39M2%+14,81913F-HRTimeline
Parallel Advisors, LLC92,630$3.38M0.08%-3,14113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS92,697$3.38M0.01%-8,43113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC90,700$3.3M<0.01%new13F-HRTimeline
Keener Financial Planning LLC89,801$3.27M2.12%-14,94313F-HRTimeline
JRM Investment Counsel, LLC89,723$3.27M1.11%-19,00013F-HRTimeline
Trilogy Capital Inc.89,114$3.24M0.17%-122,73113F-HRTimeline
Venture Visionary Partners LLC89,085$3.24M0.14%-4,22813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC88,994$3.24M0.15%+30,93213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …87,808$3.2M0.42%+42,78113F-HRTimelineGroup
American Investment Services, Inc.87,501$3.19M0.56%-7,85713F-HRTimeline
Aspetuck Financial Management LLC87,199$3.17M2.73%+2,21913F-HRTimeline
Life Planning Partners, Inc87,061$3.17M2.87%013F-HRTimeline
Range Financial Group LLC87,028$3.17M1.41%+23713F-HRTimeline
YANKCOM Partnership86,755$3.16M1.74%013F-HRTimeline
Tyche Wealth Partners LLC86,252$3.14M0.68%+19,85513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC83,265$3.13M0.33%-38113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC85,008$3.1M0.62%-2,46213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.84,940$3.09M0.22%-1,89113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC84,629$3.08M0.11%+11,65513F-HRTimelineGroup
PRIVATE TRUST CO NA84,307$3.07M0.32%+6,68913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC84,269$3.07M0.13%+20,72513F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…84,064$3.06M0.23%013F-HRTimeline
SkyOak Wealth, LLC82,668$3.01M0.66%-3,05913F-HRTimeline
Aerodigm Wealth, LLC82,469$3M1.67%-4,17913F-HRTimeline
Gainplan LLC82,132$2.99M1.95%-2,78513F-HRTimeline
LOWE BROCKENBROUGH & CO INC81,222$2.96M0.19%013F-HRTimeline
Quent Capital, LLC80,027$2.91M0.31%-40513F-HRTimeline
Mattson Financial Services, LLC79,549$2.9M0.87%-41,00113F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC79,353$2.89M0.88%+1,30213F-HRTimeline
Lunt Capital Management, Inc.79,041$2.88M1.05%+12,08213F-HRTimeline
Blue Barn Wealth, LLC78,785$2.87M1.5%-8,20513F-HRTimeline
Equita Financial Network, Inc.77,779$2.83M0.99%-7,09513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp77,645$2.83M0.18%-3,08713F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC76,405$2.78M0.16%-1713F-HRTimeline
Truepoint, Inc.75,739$2.76M0.07%-30,28913F-HRTimeline
Columbia River Financial Group, LLC75,272$2.74M1.83%-1,47913F-HRTimeline
Global Financial Private Client, LLC75,123$2.74M1.04%+22,16713F-HRTimeline
Salomon & Ludwin, LLC74,474$2.72M0.29%+34,67513F-HRTimeline
OneDigital Investment Advisors LLC74,638$2.72M0.03%-14,55713F-HRTimeline
Cooksen Wealth, LLC75,534$2.71M2.75%-2,09413F-HRTimeline
DeDora Capital, Inc.73,837$2.69M0.77%013F-HRTimeline
SOL Capital Management CO73,145$2.66M0.29%-8,97513F-HRTimeline
Bison Wealth, LLC72,685$2.65M0.25%-3,74713F-HRTimeline
LexAurum Advisors, LLC72,663$2.65M0.51%-1,00113F-HRTimeline
CABOT WEALTH MANAGEMENT INC72,477$2.64M0.34%+1,56013F-HRTimeline
Wealth Advisors of Iowa, LLC71,561$2.61M1.12%-279,32013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,523$2.59M<0.01%+14,44413F-HR/ATimelineGroup
Landmark Wealth Management, LLC70,713$2.58M1.14%-377,02813F-HRTimeline
Gladstone Institutional Advisory LLC67,398$2.45M0.11%+18,43513F-HRTimeline
JFS WEALTH ADVISORS, LLC67,332$2.45M0.17%-41413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…66,955$2.44M0.06%new13F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC70,095$2.41M0.24%-6,51413F-HRTimelineGroup
FF Advisors,LLC61,087$2.34M1.34%+813F-HRTimeline
Steele Capital Management, Inc.64,184$2.34M0.12%+1,13413F-HRTimeline
Baron Financial Group, LLC63,623$2.32M1.46%-1,17013F-HRTimeline
Weitzel Financial Services, Inc.64,551$2.31M1.1%+2,15413F-HRTimeline
AdvisorNet Financial, Inc62,947$2.29M0.17%+4,60413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC61,795$2.25M0.9%-5613F-HRTimeline
VISTA INVESTMENT MANAGEMENT61,684$2.25M0.88%-71213F-HRTimeline
G&S Capital LLC61,452$2.24M0.95%-34713F-HRTimeline
Paladin Wealth, LLC61,392$2.24M2.01%-46,28613F-HRTimeline
ABLE Financial Group, LLC60,408$2.2M0.62%-15113F-HRTimeline
Opus Capital Group, LLC60,194$2.19M0.28%new13F-HRTimeline
Schechter Investment Advisors, LLC60,067$2.19M0.18%-12,48013F-HRTimeline