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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,039 managers (1,051 13F filers) reported a position in SPDW shares at 2025-06-30, 536,707,075 shares in all. 92 filers opened a position and 42 filers sold out during the quarter.

Managers
1,039
13F filers
1,051
New
92
Added
440
Reduced
364
Sold out
42
Shares held by filers
536,707,075

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Tortoise Investment Management, LLC231,593$9.38M0.89%-2,13513F-HRTimeline
Brown Financial Advisory223,341$9.04M4.99%-8,63213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC222,186$9M0.24%+2,53713F-HRTimeline
New England Capital Financial Advisors …219,751$8.9M4.07%+7,02213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC219,070$8.87M0.24%+24,50513F-HRTimeline
Roble, Belko & Company, Inc218,934$8.87M1.29%+5,11013F-HRTimeline
Truepoint, Inc.216,314$8.76M0.22%+140,57513F-HRTimeline
Wrenne Financial Planning LLC215,774$8.74M4.09%+27,76813F-HRTimeline
LEGACY SOLUTIONS, LLC214,437$8.68M8.32%+6,97113F-HRTimeline
Partnership Wealth Management, LLC214,253$8.68M7.02%+37,85713F-HRTimeline
Montz Harcus Wealth Management LLC213,902$8.66M4.18%+28,17313F-HRTimeline
Security Financial Services, INC.207,592$8.41M1.48%-2,29813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC207,187$8.39M0.4%-107,84213F-HRTimeline
FMR LLCin group FMR LLC206,320$8.35M<0.01%+52,83913F-HRTimelineGroup
Kingsview Wealth Management, LLC204,463$8.28M0.14%+10,46113F-HRTimeline
Mutual Advisors, LLC200,660$8.27M0.21%+4,50113F-HRTimeline
MONECO ADVISORS, LLC203,228$8.23M0.77%+77,03013F-HRTimeline
Diligent Investors, LLC201,072$8.14M1.93%+6,72213F-HRTimeline
Orin Green Financial, LLC200,953$8.14M3.44%-1,43213F-HRTimeline
Empowered Funds, LLC198,509$8.04M0.09%+13,23013F-HRTimeline
Sage Advisory Services, Ltd.Co.197,253$7.99M4.35%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.196,858$7.97M0.97%-12,49013F-HRTimeline
Millington Financial Advisors, LLC191,222$7.95M4.02%-7,84913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC195,176$7.9M0.13%+41,96013F-HRTimeline
Ironwood Wealth Management, LLC.194,710$7.88M2.88%-63,46013F-HRTimeline
HARBOUR INVESTMENTS, INC.194,361$7.87M0.2%-94,71013F-HRTimeline
AIRE ADVISORS, LLC191,911$7.77M1.51%+5,47313F-HRTimeline
BIP Wealth, LLC191,564$7.76M0.48%-6,57313F-HRTimeline
Sanchez Wealth Management Group191,061$7.74M1.87%+6,48613F-HRTimeline
Collaborative Wealth Managment Inc.189,311$7.67M3.34%+23,98213F-HRTimeline
TPG Financial Advisors, LLC187,368$7.59M3.04%-61,40813F-HRTimeline
Convergence Financial, LLC187,076$7.57M1.3%+45,33713F-HRTimeline
PECAUT & CO.185,739$7.52M2.5%+10,05213F-HRTimeline
Ignite Planners, LLC185,855$7.48M1.3%+3,57713F-HR/ATimeline
Apella Capital, LLC185,550$7.45M0.2%+140,42813F-HRTimeline
BayBridge Capital Group, LLC182,089$7.37M4.73%+1,21213F-HRTimeline
Spartan Planning & Wealth Management181,668$7.36M6.3%+17,62013F-HRTimeline
Seven Springs Wealth Group, LLC180,370$7.3M1.81%-66013F-HRTimeline
WBH ADVISORY INC177,602$7.19M0.61%+23,64113F-HRTimeline
Valtinson Bruner Financial Planning LLC177,448$7.18M2.25%-127,88613F-HRTimeline
RWA WEALTH PARTNERS, LLC177,098$7.17M0.09%+23,09413F-HRTimeline
CW Advisors, LLC177,017$7.17M0.07%-3,11513F-HRTimeline
Sensible Financial Planning & Managemen…176,641$7.15M1.36%-14,73513F-HRTimeline
Venturi Wealth Management, LLC176,566$7.15M0.35%-10,26513F-HRTimeline
Luken Investment Analytics, LLC172,676$6.99M3.06%+20,97213F-HRTimeline
Arete Wealth Advisors, LLC171,159$6.93M0.49%+4,26613F-HRTimeline
Lifestyle Asset Management, Inc.170,991$6.92M3.23%+20,87813F-HRTimeline
Fort Point Capital Partners LLC168,866$6.84M0.69%+12,97613F-HRTimeline
Optimist Retirement Group LLC168,668$6.83M3.27%-5,36213F-HRTimeline
LANARK FINANCIAL, INC.168,515$6.82M0.56%+117,47613F-HRTimeline
PLANWISER FINANCIAL, LLC167,471$6.8M5.8%+55,89213F-HRTimeline
Foundations Investment Advisors, LLC167,545$6.78M0.11%+24,99613F-HRTimeline
VICUS CAPITAL166,949$6.76M0.56%+42,93413F-HRTimeline
Continuum Advisory, LLC166,160$6.73M0.81%-2,01413F-HRTimeline
XML Financial, LLC164,462$6.66M0.58%+2,74713F-HRTimeline
Western Wealth Management, LLC164,165$6.65M0.4%+12,31413F-HRTimeline
Aerodigm Wealth, LLC163,131$6.61M3.17%+80,66213F-HRTimeline
SENTINEL PENSION ADVISORS, LLC163,036$6.6M1.11%-94613F-HRTimeline
Avior Wealth Management, LLC160,665$6.51M0.22%+3,94613F-HRTimeline
WealthTrak Capital Management LLC159,764$6.47M5.4%+30,34513F-HRTimeline
Delta Wealth Advisors LLC158,428$6.41M5.37%+4,75413F-HRTimeline
ARQ WEALTH ADVISORS, LLC176,038$6.41M2.2%013F-HRTimeline
Battery Global Advisors, LLC152,557$6.18M3.05%+92213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT152,346$6.17M0.72%+12,79413F-HRTimeline
Aspire Private Capital, LLC151,107$6.12M1.42%-232,47713F-HRTimeline
AE Wealth Management LLC150,419$6.09M0.04%-69,32713F-HRTimeline
Insight Advisors, LLC/ PA149,435$6.05M0.98%-27,17313F-HRTimeline
Cresset Asset Management, LLC148,795$6.02M0.03%-5,70913F-HR/ATimeline
Signal Advisors Wealth, LLC148,590$6.02M0.47%-50,86213F-HRTimeline
Cornerstone Financial Group, LLC /NE/147,664$5.98M5.08%+3,13813F-HRTimeline
NovaPoint Capital, LLC147,304$5.96M1.83%-60513F-HRTimeline
NOVEM GROUP144,833$5.86M0.74%-85413F-HRTimeline
Bay Capital Advisors, LLC144,815$5.86M4.47%+33,93313F-HRTimeline
Independent Advisor Alliance144,805$5.86M0.17%+32,10513F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC143,105$5.79M1.82%+3,96013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…140,821$5.7M0.05%-25,64013F-HRTimelineGroup
Defined Financial Planning LLC142,066$5.68M5.05%+10,57613F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC139,959$5.67M0.24%+50,96513F-HRTimeline
YHB Investment Advisors, Inc.139,581$5.65M0.44%+2,99013F-HRTimeline
Fourth Dimension Wealth, LLC137,724$5.58M2.35%+13,43313F-HRTimeline
Schwallier Wealth Management LLC134,097$5.43M3.32%+29,83713F-HRTimeline
Fairfield University133,924$5.42M2.99%-567,63413F-HRTimeline
Hughes Financial Services, LLC133,128$5.42M0.93%-12,59313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …132,119$5.35M1.03%-63,22213F-HRTimeline
Red Wave Investments LLC131,420$5.32M1.75%+3,33013F-HRTimeline
Sharkey, Howes & Javer131,162$5.31M0.71%+16,37513F-HRTimeline
Symphony Financial, Ltd. Co.129,931$5.27M0.69%new13F-HR/ATimeline
Wilkins Miller Wealth Management, LLC130,206$5.27M3.59%+3,70313F-HRTimeline
Breed's Hill Capital LLC128,294$5.19M2.5%013F-HRTimeline
BCS Wealth Management128,270$5.19M1.12%-4,05513F-HRTimeline
Vested Financial Planning, LLC128,197$5.19M4.62%-2,35113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.127,107$5.15M1.84%-1,51813F-HRTimeline
Valpey Financial Services, LLC124,932$5.06M3.5%13F-HRTimeline
Towercrest Capital Management124,905$5.06M0.9%-1,77913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV124,454$5.04M0.01%+17913F-HRTimeline
Bensler, LLC123,617$5.01M0.56%+9,80113F-HRTimeline
Caliber Wealth Management, LLC / KS122,335$4.95M0.53%-8,36113F-HRTimeline
CHOREO, LLC122,124$4.94M0.07%+13,19013F-HRTimeline
Occidental Asset Management, LLC119,187$4.83M0.67%+2,53713F-HRTimeline
Idaho Trust Co118,212$4.79M1.71%-6,33513F-HRTimeline
Brown Financial Advisors117,828$4.77M1.86%-3,95013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC117,593$4.76M0.34%+12,42513F-HRTimeline
Beacon Pointe Advisors, LLC117,568$4.76M0.05%+44413F-HRTimeline
Perissos Private Wealth Management, LLC117,221$4.75M3.75%new13F-HRTimeline
Richmond Investment Services, LLC115,996$4.7M0.99%+98,66413F-HRTimeline
ORBA Wealth Advisors, L.L.C.115,468$4.68M4.26%-46,93913F-HRTimeline
Yukon Wealth Management, Inc.114,832$4.65M1.66%+19,40813F-HRTimeline
HARBOR ADVISORY CORP /MA/114,675$4.64M1.48%-50013F-HRTimeline
Heartwood Wealth Advisors LLC113,871$4.61M0.48%013F-HRTimeline
Vertex Planning Partners, LLC112,970$4.57M0.95%+27913F-HRTimeline
Larson Financial Group LLC110,830$4.49M0.18%+6,75913F-HRTimeline
Heritage Trust Co109,894$4.45M0.51%013F-HRTimeline
Tranquilli Financial Advisor LLC109,305$4.43M2.74%-35,15013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC109,067$4.42M0.35%+7,57313F-HRTimeline
PAX Financial Group, LLC107,204$4.34M0.83%-23,90913F-HRTimeline
Salomon & Ludwin, LLC105,692$4.33M0.43%+31,21813F-HRTimeline
NWAM LLC106,532$4.29M0.25%+63,53513F-HR/ATimeline
Ervin Investment Management, LLC105,616$4.28M2.68%+6,21313F-HRTimeline
DeDora Capital, Inc.104,837$4.24M1.11%+31,00013F-HRTimeline
rebel Financial LLC104,466$4.23M1.93%13F-HRTimeline
Smith Thornton Advisors LLC104,261$4.22M2.43%+2,58413F-HRTimeline
Keener Financial Planning LLC104,193$4.22M2.1%+14,39213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC102,603$4.18M0.38%+19,33813F-HRTimeline
Summit Financial, LLC101,618$4.11M0.09%-25213F-HRTimeline
Norway Savings Bank100,937$4.09M2.1%-3,25813F-HRTimeline
FDx Advisors, Inc.100,738$4.08M1.25%new13F-HRTimeline
Aspetuck Financial Management LLC100,736$4.08M3.07%+13,53713F-HRTimeline
Vista Cima Wealth Management LLC100,358$4.06M3.8%-86113F-HRTimeline
Koshinski Asset Management, Inc.100,142$4.05M0.31%-6,52713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC99,967$4.05M0.11%-65,93513F-HRTimelineGroup
HBW ADVISORY SERVICES LLC98,072$3.97M0.49%+1,41313F-HRTimeline
Alliance Wealth Management Group98,032$3.97M1.01%-2,72813F-HRTimeline
Modern Wealth Management, LLC97,998$3.97M0.1%+12413F-HR/ATimeline
PFG Advisors97,601$3.95M0.18%+79,29513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD97,595$3.95M2.88%+1,86513F-HRTimeline
CSM Advisors, LLC96,578$3.91M0.11%-385,27213F-HRTimeline
Towerpoint Wealth, LLC96,345$3.9M1.73%-8,86913F-HRTimeline
Opes Wealth Management LLC95,257$3.86M0.68%-39,66013F-HRTimeline
Integrity Wealth Solutions LLC95,206$3.85M1.88%+92113F-HRTimeline
Smartleaf Asset Management LLC95,099$3.84M0.34%-3,74613F-HRTimeline
Csenge Advisory Group96,213$3.83M0.2%-3,30813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC94,543$3.83M1.3%-1,19213F-HRTimeline
Financial Insights, Inc.94,532$3.83M1.4%-2,03513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC93,770$3.8M0.13%+9,14113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP93,822$3.79M<0.01%+23,29913F-HRTimelineGroup
Oxinas Partners, LLC93,420$3.78M1.94%+26713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV92,378$3.74M0.81%-3,51413F-HRTimeline
Blue Barn Wealth, LLC91,629$3.72M1.75%+12,84413F-HRTimeline
Tyche Wealth Partners LLC91,057$3.69M0.74%+4,80513F-HRTimeline
JRM Investment Counsel, LLC90,851$3.68M1.18%+1,12813F-HRTimeline
PRIVATE TRUST CO NA90,502$3.66M0.35%+6,19513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,181$3.65M0.01%-2,51613F-HRTimeline
Gateway Wealth Partners, LLC89,258$3.61M0.69%+75,13313F-HRTimeline
Steele Capital Management, Inc.89,217$3.61M0.17%+25,03313F-HRTimeline
Venture Visionary Partners LLC89,077$3.61M0.14%-813F-HRTimeline
Total Clarity Wealth Management, Inc.89,039$3.61M1.03%new13F-HRTimeline
Range Financial Group LLC87,582$3.55M1.39%+55413F-HRTimeline
Life Planning Partners, Inc87,061$3.53M2.81%013F-HRTimeline
YANKCOM Partnership86,755$3.51M1.72%013F-HRTimeline
Parallel Advisors, LLC85,427$3.46M0.07%-7,20313F-HRTimeline
MIdWestOne Financial Group, Inc.85,385$3.46M0.45%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC84,298$3.41M0.62%-71013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…84,206$3.41M0.24%+14213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …83,912$3.4M0.45%-3,89613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.83,368$3.38M0.23%-1,57213F-HRTimelineGroup
Trilogy Capital Inc.83,252$3.37M0.16%-5,86213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC83,075$3.36M0.33%+67,84513F-HRTimelineGroup
American Investment Services, Inc.81,497$3.3M0.84%-6,00413F-HRTimeline
LOWE BROCKENBROUGH & CO INC81,222$3.29M0.18%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC81,163$3.29M0.98%+1,81013F-HRTimeline
Cooksen Wealth, LLC80,985$3.28M2.63%+5,45113F-HRTimeline
OneDigital Investment Advisors LLC80,830$3.27M0.04%+6,19213F-HRTimeline
SkyOak Wealth, LLC79,708$3.23M0.65%-2,96013F-HRTimeline
International Private Wealth Advisors L…79,116$3.2M2.75%-25,05913F-HRTimeline
Wealth Advisors of Iowa, LLC78,468$3.18M1.19%+6,90713F-HRTimeline
Quent Capital, LLC77,877$3.15M0.3%-2,15013F-HRTimeline
Equita Financial Network, Inc.77,385$3.13M1.25%-39413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp77,263$3.13M0.19%-38213F-HRTimelineGroup
Pinnacle Family Advisors, LLC76,578$3.1M1.51%+18,69713F-HRTimeline
Mattson Financial Services, LLC76,195$3.09M0.83%-3,35413F-HRTimeline
SIMON QUICK ADVISORS, LLC74,891$3.03M0.15%-1,51413F-HR/ATimeline
G&S Capital LLC74,289$3.01M1.19%+12,83713F-HRTimeline
Visionary Wealth Advisors73,966$2.99M0.15%new13F-HRTimeline
Prime Capital Investment Advisors, LLC73,602$2.98M0.04%-138,56013F-HRTimeline
CABOT WEALTH MANAGEMENT INC73,496$2.98M0.35%+1,01913F-HRTimeline
LexAurum Advisors, LLC72,182$2.92M0.46%-48113F-HRTimeline
SOL Capital Management CO71,545$2.9M0.28%-1,60013F-HRTimeline
Weitzel Financial Services, Inc.69,944$2.87M1.22%+5,39313F-HRTimeline
21 West Wealth Management LLC70,495$2.85M2.88%13F-HRTimeline
Atria Wealth Solutions, Inc.69,849$2.83M0.06%-133,43813F-HRTimeline
Gladstone Institutional Advisory LLC69,208$2.8M0.12%+1,81013F-HRTimeline
Columbia River Financial Group, LLC69,213$2.79M1.81%-6,05913F-HRTimeline
TRUE Private Wealth Advisors68,123$2.76M0.31%+8,87513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding68,391$2.73M-1,704Timeline
RICHARDSON FINANCIAL SERVICES INC.66,378$2.68M1.8%-52,69213F-HRTimeline
Lunt Capital Management, Inc.65,900$2.67M1.02%-13,14113F-HRTimeline
JFS WEALTH ADVISORS, LLC65,811$2.66M0.17%-1,52113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…64,339$2.61M0.05%-2,61613F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT64,205$2.6M0.96%+2,52113F-HRTimeline
Summit Trail Advisors, LLC63,059$2.55M0.04%+4,82813F-HRTimeline