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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,149 managers (1,164 13F filers) reported a position in SPDW shares at 2025-12-31, 608,936,596 shares in all. 69 filers opened a position and 43 filers sold out during the quarter.

Managers
1,149
13F filers
1,164
New
69
Added
509
Reduced
329
Sold out
43
Shares held by filers
608,936,596

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…262,486$11.7M0.22%+6,07313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.260,986$11.6M0.24%+34,08413F-HRTimeline
BCS Wealth Management260,348$11.6M1.17%+131,02813F-HRTimeline
Modera Wealth Management, LLC260,131$11.6M0.13%+89813F-HRTimeline
Kagan Cocozza Asset Management258,898$11.5M8.18%+6,21113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC255,965$11.4M0.01%-4713F-HRTimelineGroup
Macco Financial Group, Inc.253,511$11.3M9.68%13F-HRTimeline
&PARTNERS251,063$11.1M0.06%+182,99613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC247,876$11M1.23%-4,29713F-HRTimeline
Empowered Funds, LLC246,417$10.9M0.19%+42,44413F-HR/ATimeline
Collaborative Wealth Managment Inc.243,839$10.8M3.82%+29,75613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management242,401$10.8M0.12%-13,81513F-HRTimelineGroup
Rosenberg Matthew Hamilton240,776$10.7M2.21%+31913F-HRTimeline
Amicus Financial Advisors, LLC239,423$10.6M2.96%13F-HRTimeline
Marathon Strategic Advisors, LLC239,399$10.6M8.12%-8,72313F-HRTimeline
Lifestyle Asset Management, Inc.238,786$10.6M3.45%+41,88013F-HRTimeline
Leslie Global Wealth, LLC237,593$10.6M4.75%+5,27413F-HRTimeline
Financial Planning Fort Collins, LLC237,065$10.5M9.24%13F-HRTimeline
GREAT LAKES ADVISORS, LLC237,009$10.5M0.09%-2,94213F-HRTimeline
Foundations Investment Advisors, LLC236,614$10.5M0.14%-6,86313F-HRTimeline
Montz Harcus Wealth Management LLC233,443$10.4M4.2%+9,16613F-HRTimeline
NovaPoint Capital, LLC232,568$10.3M2.66%+5,62013F-HRTimeline
AE Wealth Management LLC232,180$10.3M0.06%+29,03113F-HRTimeline
New England Capital Financial Advisors …231,729$10.3M4.02%+7,67113F-HRTimeline
Partnership Wealth Management, LLC228,798$10.2M7.31%+6,83313F-HRTimeline
Wrenne Financial Planning LLC225,893$10M4.08%-1,34913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC224,221$9.96M0.24%+12213F-HRTimeline
Security Financial Services, INC.222,641$9.89M1.55%+6,33513F-HRTimeline
Fairfield University221,341$9.83M4.95%-74,77413F-HRTimeline
PECAUT & CO.219,357$9.74M3.14%+15,89713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC218,941$9.72M0.46%-91,90713F-HRTimeline
TPG Financial Advisors, LLC218,151$9.69M3.23%+28,53113F-HRTimeline
Mutual Advisors, LLC217,111$9.64M0.21%+8,44613F-HRTimeline
Collier Financial216,507$9.62M7.22%-9,48713F-HRTimeline
Delta Wealth Advisors LLC214,070$9.51M7.96%+49,40913F-HRTimeline
Truepoint, Inc.213,757$9.49M0.21%-2,58113F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.212,533$9.44M6.27%+10,39013F-HRTimeline
LANARK FINANCIAL, INC.211,599$9.4M0.7%+24,40813F-HRTimeline
LEGACY SOLUTIONS, LLC209,763$9.32M8.18%-2,61113F-HRTimeline
Fort Point Capital Partners LLC200,771$9.27M1.12%+5,92513F-HRTimeline
Valtinson Bruner Financial Planning LLC207,706$9.22M2.65%+10,57513F-HRTimeline
Xena Financial Planning, LLC207,277$9.21M10.81%13F-HRTimeline
Simplicity Wealth,LLC206,296$9.16M0.55%-40,83313F-HRTimeline
Brown Financial Advisory206,217$9.16M4.63%-13,96513F-HRTimeline
Orin Green Financial, LLC203,794$9.05M3.62%+39813F-HRTimeline
Western Wealth Management, LLC200,356$8.9M0.41%+37,06713F-HRTimeline
Range Advisory, LLC196,807$8.74M2.25%13F-HRTimeline
Fortitude Financial, LLC196,375$8.72M7.4%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.195,516$8.68M0.97%13F-HRTimeline
Arete Wealth Advisors, LLC195,486$8.68M0.6%+7,81913F-HR/ATimeline
WBH ADVISORY INC194,936$8.66M0.64%+9,92413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC193,969$8.61M0.13%-2,87513F-HRTimeline
Ignite Planners, LLC183,304$8.61M1.32%-2,02613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC193,727$8.6M0.58%new13F-HR/ATimeline
Independent Advisor Alliance187,950$8.35M0.2%+36,38113F-HRTimeline
CSM Advisors, LLC187,025$8.31M0.23%+17,59213F-HRTimeline
AIRE ADVISORS, LLC185,230$8.23M1.5%-4,97913F-HRTimeline
PLANWISER FINANCIAL, LLC172,894$7.99M5.98%+56,45313F-HR/ATimeline
Salomon & Ludwin, LLC180,315$7.97M0.7%+15,01613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV179,339$7.96M0.01%+47,86513F-HRTimeline
YHB Investment Advisors, Inc.178,474$7.93M0.55%+38,98413F-HRTimeline
Spartan Planning & Wealth Management178,116$7.91M5.84%-10,45613F-HRTimeline
IFS Advisors, LLC176,753$7.85M4.08%new13F-HRTimeline
Seven Springs Wealth Group, LLC176,501$7.84M2.24%-53713F-HRTimeline
Venturi Wealth Management, LLC176,445$7.84M0.35%013F-HRTimeline
Cornerstone Financial Group, LLC /NE/176,084$7.82M5.46%+8,94713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC175,913$7.81M0.17%-142,42313F-HRTimeline
BIP Wealth, LLC175,870$7.81M0.28%-7,67713F-HRTimeline
RWA WEALTH PARTNERS, LLC173,563$7.71M0.08%-4,25613F-HRTimeline
Richmond Investment Services, LLC172,267$7.65M1.32%+17,02213F-HRTimeline
Bay Capital Advisors, LLC171,941$7.64M4.66%+11,35813F-HRTimeline
Ironwood Wealth Management, LLC.170,954$7.59M2.23%-2,30313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC170,722$7.58M0.18%+38,21013F-HRTimelineGroup
Optimist Retirement Group LLC167,999$7.46M3.42%-33013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC167,212$7.43M1.14%+7,89113F-HRTimeline
NOVEM GROUP166,505$7.39M0.86%+3,03013F-HRTimeline
Diligent Investors, LLC165,200$7.34M1.8%-2,73113F-HRTimeline
XML Financial, LLC161,830$7.19M0.59%-2,99113F-HRTimeline
BayBridge Capital Group, LLC161,000$7.15M4.43%-5,97213F-HRTimeline
Luken Investment Analytics, LLC158,091$7.02M2.77%+64513F-HRTimeline
Aerodigm Wealth, LLC156,056$6.93M2.68%-6,72013F-HR/ATimeline
Bensler, LLC155,000$6.88M0.69%+20,41213F-HRTimeline
Cresset Asset Management, LLC153,774$6.83M0.03%-9613F-HRTimeline
Kingsview Wealth Management, LLC153,037$6.8M0.1%-50,01013F-HRTimeline
Oregon Pacific Wealth Management, LLC152,585$6.78M7%-65013F-HRTimeline
Battery Global Advisors, LLC152,557$6.78M3.14%013F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC152,003$6.75M1.9%+3,55713F-HRTimeline
Continuum Advisory, LLC151,589$6.73M0.67%-15,03313F-HRTimeline
Insight Advisors, LLC/ PA150,719$6.69M1.01%+1,29113F-HRTimeline
Avior Wealth Management, LLC150,066$6.66M0.21%-3,35813F-HRTimeline
Gateway Wealth Partners, LLC149,353$6.63M0.74%+31,07913F-HRTimeline
Fourth Dimension Wealth, LLC146,525$6.51M2.37%+95413F-HRTimeline
Convergence Financial, LLC144,636$6.42M0.94%-31,81113F-HRTimeline
Quantinno Capital Management LP143,594$6.38M0.01%+102,94113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT143,229$6.36M0.7%+1,11613F-HRTimeline
Raleigh Capital Management Inc.142,944$6.35M2.3%+52,59813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC141,850$6.3M0.25%-3,52813F-HRTimeline
Sherman Wealth Management LLC141,435$6.28M5.46%13F-HR/ATimeline
Advisory Services Network, LLC139,549$6.2M0.09%+93,25613F-HRTimeline
Vested Financial Planning, LLC137,745$6.12M4.71%+8,58413F-HRTimeline
Red Wave Investments LLC136,110$6.04M1.8%+3,49713F-HRTimeline
Schwallier Wealth Management LLC126,920$5.96M3.81%-7,60713F-HRTimeline
Wilkins Miller Wealth Management, LLC133,947$5.95M3.54%-413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,833$5.94M<0.01%+33,36713F-HRTimelineGroup
QP WEALTH MANAGEMENT, LLC131,805$5.85M5.16%13F-HRTimeline
Yukon Wealth Management, Inc.122,811$5.83M3.36%+7,97913F-HRTimeline
Hughes Financial Services, LLC130,451$5.79M0.91%-1,08013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …129,924$5.77M0.94%+1,51513F-HRTimeline
Symphony Financial, Ltd. Co.127,823$5.7M0.77%-73213F-HRTimeline
Benchmark Financial, LLC128,153$5.69M5.67%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC128,150$5.69M0.16%+16,37213F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…127,505$5.66M0.03%-10,87613F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC127,390$5.66M1.53%-2,48713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.124,122$5.51M1.75%-46513F-HRTimeline
Montis Financial, LLC124,064$5.51M1.09%-4,03813F-HRTimeline
Valpey Financial Services, LLC124,004$5.51M3.52%+34213F-HR/ATimeline
Total Clarity Wealth Management, Inc.122,651$5.45M1.32%+28,38313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC122,357$5.43M<0.01%+31,77513F-HRTimelineGroup
WealthTrak Capital Management LLC121,596$5.4M3.87%-14,03313F-HRTimeline
Occidental Asset Management, LLC121,246$5.38M0.65%-3,39713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC118,770$5.27M0.32%+1,17713F-HRTimeline
Breachway Investments LLC116,503$5.17M5.46%13F-HRTimeline
Integrity Wealth Solutions LLC116,092$5.16M2.04%+2,19513F-HRTimeline
Smith Thornton Advisors LLC115,654$5.14M2.61%+3,95013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC115,604$5.13M0.41%+34,02213F-HRTimelineGroup
Towercrest Capital Management115,195$5.12M0.81%-3,05113F-HRTimeline
Vertex Planning Partners, LLC114,648$5.09M1.18%-1,32513F-HRTimeline
Heartwood Wealth Advisors LLC114,104$5.07M0.47%013F-HRTimeline
Brown Financial Advisors113,902$5.06M1.85%-76413F-HRTimeline
Tyche Wealth Partners LLC113,458$5.04M0.8%+11,02813F-HRTimeline
HARBOR ADVISORY CORP /MA/112,330$4.99M1.51%-2,24713F-HRTimeline
NWAM LLC109,308$4.98M0.28%+3,88413F-HRTimeline
CHOREO, LLC110,899$4.95M0.06%-6,56813F-HRTimeline
International Private Wealth Advisors L…110,456$4.91M3.09%+16,03613F-HRTimeline
Hirtle & Co., LLC110,407$4.9M0.17%-2,99213F-HRTimeline
Ervin Investment Management, LLC109,553$4.87M2.73%+2,76713F-HR/ATimeline
Tranquilli Financial Advisor LLC109,326$4.86M2.82%-74913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC108,156$4.8M0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors107,290$4.76M0.22%+12,60513F-HRTimeline
Smartleaf Asset Management LLC105,562$4.71M0.18%+4,58513F-HRTimeline
MIdWestOne Financial Group, Inc.105,611$4.69M0.52%+14,73613F-HRTimeline
Heritage Trust Co104,933$4.66M0.47%-4,68613F-HRTimeline
DeDora Capital, Inc.104,837$4.66M1.1%013F-HRTimeline
Vista Cima Wealth Management LLC104,427$4.64M3.87%+1,96313F-HRTimeline
Balefire, LLC103,155$4.58M0.89%+20,82713F-HRTimeline
Aspetuck Financial Management LLC103,080$4.58M3.07%+1,94913F-HRTimeline
Trilogy Capital Inc.102,750$4.56M0.2%+7,45013F-HRTimeline
Summit Financial, LLC102,495$4.55M0.07%-3,62913F-HRTimeline
SYM FINANCIAL Corp101,889$4.52M0.46%+32,73613F-HRTimeline
rebel Financial LLC101,204$4.49M1.92%+101,20413F-HRTimeline
ORBA Wealth Advisors, L.L.C.100,918$4.48M3.89%-15,10313F-HRTimeline
Norway Savings Bank100,527$4.46M2.06%+78513F-HRTimeline
Keener Financial Planning LLC100,463$4.46M1.93%-3,53313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC99,594$4.42M0.32%013F-HRTimeline
Midwest Financial Network, LLC98,177$4.36M3.36%+46,92913F-HRTimeline
Patriot Financial Group Insurance Agenc…98,175$4.36M0.52%+5,83213F-HRTimeline
Oxinas Partners, LLC98,115$4.36M2.1%+3,10613F-HRTimeline
PAX Financial Group, LLC97,762$4.34M0.75%-9,30113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC95,651$4.25M1.22%+43313F-HRTimeline
Opes Wealth Management LLC94,862$4.21M0.72%+1,55813F-HRTimeline
Financial Insights, Inc.93,872$4.17M1.4%-25813F-HRTimeline
NOVUS ADVISORS, LLC93,095$4.13M9.24%+15,65913F-HRTimeline
Range Financial Group LLC92,721$4.12M1.42%+6,61413F-HRTimeline
HBW ADVISORY SERVICES LLC92,195$4.09M0.44%-5,11813F-HRTimeline
Towerpoint Wealth, LLC91,932$4.08M1.62%-75813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.91,925$4.08M1.32%+12,74513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS91,498$4.06M0.01%+3,42913F-HRTimeline
JRM Investment Counsel, LLC90,103$4M1.16%+1,19013F-HRTimeline
Larson Financial Group LLC89,745$3.99M0.13%-7,79313F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …89,674$3.98M0.5%+4,40813F-HRTimelineGroup
Weitzel Financial Services, Inc.88,646$3.98M1.54%+9,52513F-HRTimeline
EP Wealth Advisors, LLC89,337$3.97M0.02%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV87,991$3.91M0.61%-3,02713F-HRTimeline
Venture Visionary Partners LLC87,773$3.9M0.13%-2,28813F-HRTimeline
VestGen Advisors, LLC87,595$3.89M0.17%-256,88613F-HRTimeline
Alliance Wealth Management Group87,291$3.88M0.85%-3,34513F-HRTimeline
YANKCOM Partnership86,755$3.85M1.64%013F-HRTimeline
Steele Capital Management, Inc.86,196$3.83M0.16%+34813F-HRTimeline
Koshinski Asset Management, Inc.85,590$3.8M0.24%-5,69513F-HRTimeline
Northwest Wealth Advisors, LLC85,281$3.79M2.95%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…84,361$3.75M0.24%+15513F-HRTimeline
Legacy Wealth Partners, LLC83,725$3.72M0.96%13F-HRTimeline
Cooksen Wealth, LLC81,950$3.64M2.66%-20913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC81,859$3.64M0.98%+89913F-HRTimeline
CABOT WEALTH MANAGEMENT INC81,848$3.63M0.4%+4,78313F-HRTimeline
Gladstone Institutional Advisory LLC81,656$3.63M0.14%+7,04413F-HRTimeline
LOWE BROCKENBROUGH & CO INC81,222$3.61M0.18%013F-HRTimeline
PRIVATE TRUST CO NA80,371$3.57M0.31%-6,94713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC79,860$3.55M<0.01%+24,23813F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp79,792$3.54M0.19%-6,40713F-HRTimelineGroup
OPTIMA CAPITAL LLC79,184$3.52M1.52%new13F-HRTimeline
G&S Capital LLC78,785$3.5M1.24%+4,04613F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC77,866$3.5M4.52%+13,91013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.78,186$3.49M0.23%-41413F-HRTimelineGroup
Global Financial Private Client, LLC78,099$3.47M1.22%+17,67613F-HRTimeline
SOL Capital Management CO77,850$3.46M0.31%+6,30813F-HRTimeline
Paladin Wealth, LLC77,833$3.46M2.36%+11,72513F-HRTimeline
Quent Capital, LLC77,757$3.45M0.25%+67913F-HRTimeline
Downshift Financial, LLC73,221$3.43M2.11%13F-HRTimeline
Idaho Trust Co77,042$3.42M1.13%-10,34813F-HRTimeline