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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,057 managers (1,070 13F filers) reported a position in SPDW shares at 2025-09-30, 565,834,575 shares in all. 79 filers opened a position and 48 filers sold out during the quarter.

Managers
1,057
13F filers
1,070
New
79
Added
437
Reduced
356
Sold out
48
Shares held by filers
565,834,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Foundations Investment Advisors, LLC243,477$10.4M0.15%+75,93213F-HRTimeline
Rosenberg Matthew Hamilton240,457$10.3M2.22%-4,15213F-HRTimeline
GREAT LAKES ADVISORS, LLC239,951$10.3M0.09%-7,39113F-HRTimeline
Leslie Global Wealth, LLC232,319$9.94M4.66%-21,86713F-HRTimeline
Aspire Private Capital, LLC227,839$9.75M2.14%+76,73213F-HR/ATimeline
Wrenne Financial Planning LLC227,242$9.72M4.16%+11,46813F-HRTimeline
NovaPoint Capital, LLC226,948$9.71M2.38%+79,64413F-HRTimeline
HARBOUR INVESTMENTS, INC.226,902$9.71M0.22%+32,54113F-HRTimeline
Collier Financial225,994$9.67M7.27%13F-HRTimeline
Montz Harcus Wealth Management LLC224,277$9.6M4.19%+10,37513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC224,099$9.59M0.24%+1,91313F-HRTimeline
New England Capital Financial Advisors …224,058$9.59M4.08%+4,30713F-HRTimeline
Partnership Wealth Management, LLC221,965$9.5M7.31%+7,71213F-HRTimeline
Brown Financial Advisory220,182$9.42M4.93%-3,15913F-HRTimeline
Truepoint, Inc.216,338$9.26M0.22%+2413F-HRTimeline
Security Financial Services, INC.216,306$9.26M1.5%+8,71413F-HRTimeline
Collaborative Wealth Managment Inc.214,083$9.16M3.71%+24,77213F-HRTimeline
LEGACY SOLUTIONS, LLC212,374$9.09M8.17%-2,06313F-HRTimeline
Mutual Advisors, LLC208,665$9.09M0.2%+8,00513F-HRTimeline
Signal Advisors Wealth, LLC210,823$9.02M0.82%+62,23313F-HRTimeline
Millington Financial Advisors, LLC206,317$8.81M4.27%+15,09513F-HRTimeline
Empowered Funds, LLC203,973$8.73M0.09%+5,46413F-HRTimeline
PECAUT & CO.203,460$8.71M2.8%+17,72113F-HRTimeline
Orin Green Financial, LLC203,396$8.7M3.48%+2,44313F-HRTimeline
AE Wealth Management LLC203,149$8.69M0.06%+52,73013F-HRTimeline
Kingsview Wealth Management, LLC203,047$8.69M0.13%-1,41613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.202,143$8.65M6.03%-44,99313F-HRTimeline
Valtinson Bruner Financial Planning LLC197,131$8.44M2.5%+19,68313F-HRTimeline
Lifestyle Asset Management, Inc.196,906$8.43M2.88%+25,91513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC196,844$8.42M0.13%+1,66813F-HRTimeline
Fort Point Capital Partners LLC194,846$8.34M1.06%+25,98013F-HRTimeline
Sanchez Wealth Management Group194,248$8.31M1.85%+3,18713F-HRTimeline
Sage Advisory Services, Ltd.Co.190,608$8.16M4.28%-6,64513F-HRTimeline
AIRE ADVISORS, LLC190,209$8.14M1.48%-1,70213F-HRTimeline
TPG Financial Advisors, LLC189,620$8.11M3.02%+2,25213F-HRTimeline
Spartan Planning & Wealth Management188,572$8.07M6.3%+6,90413F-HRTimeline
Arete Wealth Advisors, LLC187,667$8.04M0.5%+16,50813F-HRTimeline
LANARK FINANCIAL, INC.187,191$8.01M0.62%+18,67613F-HRTimeline
Ignite Planners, LLC185,330$7.93M1.3%-52513F-HRTimeline
WBH ADVISORY INC185,012$7.92M0.6%+7,41013F-HRTimeline
BIP Wealth, LLC183,547$7.85M0.39%-8,01713F-HRTimeline
RWA WEALTH PARTNERS, LLC177,819$7.61M0.09%+72113F-HRTimeline
Seven Springs Wealth Group, LLC177,038$7.58M1.83%-3,33213F-HRTimeline
Convergence Financial, LLC176,447$7.55M1.13%-10,62913F-HRTimeline
Venturi Wealth Management, LLC176,445$7.55M0.35%-12113F-HRTimeline
Sensible Financial Planning & Managemen…173,336$7.42M1.35%-3,30513F-HRTimeline
Ironwood Wealth Management, LLC.173,257$7.41M2.48%-21,45313F-HRTimeline
CSM Advisors, LLC169,433$7.25M0.2%+72,85513F-HRTimeline
Salomon & Ludwin, LLC165,299$7.2M0.65%+59,60713F-HRTimeline
Optimist Retirement Group LLC168,329$7.2M3.26%-33913F-HRTimeline
Diligent Investors, LLC167,931$7.19M1.82%-33,14113F-HRTimeline
Cornerstone Financial Group, LLC /NE/167,137$7.15M5.54%+19,47313F-HRTimeline
BayBridge Capital Group, LLC166,972$7.14M4.56%-15,11713F-HRTimeline
Continuum Advisory, LLC166,622$7.13M0.75%+46213F-HRTimeline
XML Financial, LLC164,821$7.05M0.57%+35913F-HRTimeline
Delta Wealth Advisors LLC164,661$7.05M5.51%+6,23313F-HRTimeline
Aerodigm Wealth, LLC162,776$7.02M2.95%-35513F-HRTimeline
NOVEM GROUP163,475$7M0.83%+18,64213F-HRTimeline
Western Wealth Management, LLC163,289$6.99M0.37%-87613F-HRTimeline
Bay Capital Advisors, LLC160,583$6.87M4.47%+15,76813F-HRTimeline
SENTINEL PENSION ADVISORS, LLC159,321$6.82M1.09%-3,71513F-HRTimeline
Luken Investment Analytics, LLC157,446$6.74M2.63%-15,23013F-HRTimeline
Richmond Investment Services, LLC155,245$6.64M1.24%+39,24913F-HRTimeline
Cresset Asset Management, LLC153,870$6.58M0.03%+5,07513F-HR/ATimeline
Avior Wealth Management, LLC153,424$6.57M0.21%-7,24113F-HRTimeline
Oregon Pacific Wealth Management, LLC153,235$6.56M5.67%new13F-HRTimeline
Battery Global Advisors, LLC152,557$6.53M3.07%013F-HRTimeline
Independent Advisor Alliance151,569$6.49M0.17%+6,76413F-HRTimeline
Vestmark Advisory Solutions, Inc.150,033$6.42M0.12%-142,63313F-HRTimeline
Insight Advisors, LLC/ PA149,428$6.39M0.98%-713F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC148,446$6.35M1.86%+5,34113F-HRTimeline
Fourth Dimension Wealth, LLC145,571$6.23M2.38%+7,84713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC145,378$6.22M0.25%+5,41913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT142,113$6.08M0.69%-10,23313F-HRTimeline
Defined Financial Planning LLC138,870$6.03M5.01%-3,19613F-HRTimeline
TOWNSQUARE CAPITAL LLC140,909$6.03M0.91%-144,50813F-HRTimeline
YHB Investment Advisors, Inc.139,490$5.97M0.44%-9113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…138,381$5.92M0.04%-2,44013F-HRTimelineGroup
WealthTrak Capital Management LLC135,629$5.8M4.78%-24,13513F-HRTimeline
Hughes Financial Services, LLC131,531$5.76M0.92%-1,59713F-HRTimeline
Bensler, LLC134,588$5.76M0.6%+10,97113F-HRTimeline
Schwallier Wealth Management LLC134,527$5.76M3.59%+43013F-HRTimeline
Wilkins Miller Wealth Management, LLC133,951$5.72M3.55%+3,74513F-HRTimeline
Red Wave Investments LLC132,613$5.67M1.74%+1,19313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC132,512$5.67M0.14%+32,54513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV131,474$5.63M0.01%+7,02013F-HRTimeline
ARQ WEALTH ADVISORS, LLC129,877$5.56M1.64%-46,16113F-HRTimeline
BCS Wealth Management129,320$5.53M1.25%+1,05013F-HRTimeline
Vested Financial Planning, LLC129,161$5.53M4.48%+96413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …128,409$5.49M0.96%-3,71013F-HRTimeline
Symphony Financial, Ltd. Co.128,555$5.48M0.67%-1,37613F-HRTimeline
Montis Financial, LLC128,102$5.48M1.26%+73,37913F-HRTimeline
Occidental Asset Management, LLC124,643$5.33M0.67%+5,45613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.124,587$5.33M1.75%-2,52013F-HRTimeline
Valpey Financial Services, LLC123,662$5.29M3.46%-1,27013F-HRTimeline
PLANWISER FINANCIAL, LLC116,441$5.08M4.03%-51,03013F-HRTimeline
Gateway Wealth Partners, LLC118,274$5.06M0.68%+29,01613F-HRTimeline
Towercrest Capital Management118,246$5.06M0.81%-6,65913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC117,593$5.03M0.32%013F-HRTimeline
CHOREO, LLC117,467$5.03M0.07%-4,65713F-HRTimeline
ORBA Wealth Advisors, L.L.C.116,021$4.96M4.09%+55313F-HRTimeline
Vertex Planning Partners, LLC115,973$4.96M0.95%+3,00313F-HRTimeline
Yukon Wealth Management, Inc.114,832$4.91M1.61%013F-HRTimeline
Brown Financial Advisors114,666$4.91M1.81%-3,16213F-HRTimeline
HARBOR ADVISORY CORP /MA/114,577$4.9M1.45%-9813F-HRTimeline
Heartwood Wealth Advisors LLC114,104$4.88M0.46%+23313F-HRTimeline
PFG Private Wealth Management, LLC113,897$4.87M2.17%new13F-HRTimeline
Integrity Wealth Solutions LLC113,897$4.87M2.17%+18,69113F-HRTimeline
PFG Advisors113,548$4.86M0.2%+15,94713F-HRTimeline
Hirtle & Co., LLC113,399$4.85M0.17%+74,53713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC111,778$4.78M0.14%+18,00813F-HRTimelineGroup
Smith Thornton Advisors LLC111,704$4.78M2.51%+7,44313F-HRTimeline
Tranquilli Financial Advisor LLC110,075$4.71M2.78%+77013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC109,634$4.69M0.28%+56713F-HRTimeline
Heritage Trust Co109,619$4.69M0.5%-27513F-HRTimeline
PAX Financial Group, LLC107,063$4.58M0.83%-14113F-HRTimeline
Ervin Investment Management, LLC106,786$4.57M2.62%+1,17013F-HRTimeline
NWAM LLC105,424$4.55M0.25%-1,10813F-HR/ATimeline
Summit Financial, LLC106,124$4.54M0.07%+4,50613F-HRTimeline
DeDora Capital, Inc.104,837$4.49M1.08%013F-HRTimeline
Keener Financial Planning LLC103,996$4.45M2.06%-19713F-HRTimeline
GREENLEAF TRUST103,345$4.42M0.04%+71,89913F-HRTimeline
Vista Cima Wealth Management LLC102,464$4.38M3.65%+2,10613F-HRTimeline
Tyche Wealth Partners LLC102,430$4.38M0.77%+11,37313F-HRTimeline
Wealth Advisors of Iowa, LLC101,271$4.33M1.48%+22,80313F-HRTimeline
Aspetuck Financial Management LLC101,131$4.33M2.96%+39513F-HRTimeline
Smartleaf Asset Management LLC100,977$4.31M0.27%+5,87813F-HRTimeline
Modern Wealth Management, LLC100,317$4.29M0.08%+2,31913F-HRTimeline
rebel Financial LLC0$4.29M1.87%-104,46613F-HRTimelineAmount filed as zero, left out of ratios.
Norway Savings Bank99,742$4.27M2.06%-1,19513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100,466$4.26M<0.01%+6,64413F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC99,594$4.26M0.33%-3,00913F-HRTimeline
Larson Financial Group LLC97,538$4.17M0.15%-13,29213F-HRTimeline
HBW ADVISORY SERVICES LLC97,313$4.16M0.47%-75913F-HRTimeline
FDx Advisors, Inc.95,478$4.16M1.25%-5,26013F-HRTimeline
TBH Global Asset Management, LLC96,763$4.14M0.81%+88,07113F-HRTimeline
Trilogy Capital Inc.95,300$4.08M0.19%+12,04813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC95,218$4.07M1.25%+67513F-HRTimeline
Oxinas Partners, LLC95,009$4.07M2.18%+1,58913F-HRTimeline
Visionary Wealth Advisors94,685$4.05M0.19%+20,71913F-HRTimeline
International Private Wealth Advisors L…94,420$4.04M2.54%+15,30413F-HRTimeline
Total Clarity Wealth Management, Inc.94,268$4.03M1.07%+5,22913F-HRTimeline
Financial Insights, Inc.94,130$4.03M1.33%-40213F-HRTimeline
Opes Wealth Management LLC93,304$3.99M0.7%-1,95313F-HRTimeline
Towerpoint Wealth, LLC92,690$3.97M1.62%-3,65513F-HRTimeline
Patriot Financial Group Insurance Agenc…92,343$3.95M0.51%+29,89113F-HRTimeline
Koshinski Asset Management, Inc.91,285$3.91M0.26%-8,85713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV91,018$3.89M0.72%-1,36013F-HRTimeline
MIdWestOne Financial Group, Inc.90,875$3.89M0.47%+5,49013F-HRTimeline
Alliance Wealth Management Group90,636$3.88M0.86%-7,39613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC90,582$3.88M<0.01%+45,41613F-HRTimelineGroup
Raleigh Capital Management Inc.90,346$3.87M1.47%+39,57713F-HRTimeline
Venture Visionary Partners LLC90,061$3.85M0.13%+98413F-HRTimeline
JRM Investment Counsel, LLC88,913$3.8M1.14%-1,93813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS88,069$3.77M0.01%-2,11213F-HRTimeline
Idaho Trust Co87,390$3.74M1.26%-30,82213F-HRTimeline
PRIVATE TRUST CO NA87,318$3.74M0.33%-3,18413F-HRTimeline
YANKCOM Partnership86,755$3.71M1.67%013F-HRTimeline
Life Planning Partners, Inc86,436$3.7M2.7%-62513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp86,199$3.69M0.21%+8,93613F-HRTimelineGroup
Range Financial Group LLC86,107$3.68M1.33%-1,47513F-HRTimeline
Steele Capital Management, Inc.85,848$3.67M0.16%-3,36913F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …85,266$3.65M0.46%+1,35413F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC84,608$3.62M0.6%+31013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…84,206$3.6M0.24%013F-HRTimeline
Balefire, LLC82,328$3.52M0.7%+22,97213F-HRTimeline
Cooksen Wealth, LLC82,159$3.52M2.62%+1,17413F-HRTimeline
LexAurum Advisors, LLC81,817$3.5M0.5%+9,63513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC81,582$3.49M0.3%-1,49313F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC81,222$3.48M0.18%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC80,960$3.46M0.97%-20313F-HRTimeline
Parallel Advisors, LLC80,783$3.46M0.06%-4,64413F-HRTimeline
Caliber Wealth Management, LLC / KS80,760$3.46M0.39%-41,57513F-HRTimeline
American Investment Services, Inc.80,128$3.43M0.82%-1,36913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.79,180$3.39M2.1%+12,80213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.78,600$3.38M0.23%-4,76813F-HRTimelineGroup
Weitzel Financial Services, Inc.79,121$3.37M1.37%+9,17713F-HRTimeline
NOVUS ADVISORS, LLC77,436$3.31M7.61%+19,77013F-HRTimeline
Quent Capital, LLC77,078$3.3M0.28%-79913F-HRTimeline
CABOT WEALTH MANAGEMENT INC77,065$3.3M0.37%+3,56913F-HRTimeline
Equita Financial Network, Inc.76,770$3.28M1.11%-61513F-HRTimeline
OneDigital Investment Advisors LLC76,690$3.28M0.03%-4,14013F-HRTimeline
Pinnacle Family Advisors, LLC76,533$3.27M1.43%-4513F-HRTimeline
TRUE Private Wealth Advisors74,806$3.2M0.33%+6,68313F-HRTimeline
G&S Capital LLC74,739$3.2M1.18%+45013F-HRTimeline
Gladstone Institutional Advisory LLC74,612$3.19M0.12%+5,40413F-HRTimeline
Blue Barn Wealth, LLC74,583$3.19M1.4%-17,04613F-HRTimeline
Mattson Financial Services, LLC74,152$3.17M0.76%-2,04313F-HRTimeline
SkyOak Wealth, LLC73,793$3.16M0.6%-5,91513F-HRTimeline
Prime Capital Investment Advisors, LLC73,088$3.13M0.04%-51413F-HRTimeline
21 West Wealth Management LLC72,453$3.1M2.94%+1,95813F-HRTimeline
SIMON QUICK ADVISORS, LLC71,769$3.07M0.14%-3,12213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD71,591$3.06M2.02%-26,00413F-HRTimeline
SOL Capital Management CO71,542$3.06M0.27%-313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding68,934$2.98M+543Timeline
Ashton Thomas Private Wealth, LLC69,440$2.97M0.08%+10,86513F-HRTimeline
NORDEN GROUP LLC69,360$2.97M0.3%+6,97313F-HRTimeline
SYM FINANCIAL Corp69,153$2.96M0.32%+12,35113F-HRTimeline
&PARTNERS68,067$2.91M0.02%+5,84913F-HRTimeline
BLAIR WILLIAM & CO/IL67,708$2.9M0.01%+8,93513F-HRTimeline