Skip to content
Disclosery

SPDW SPDR INDEX SHS FDS

Follow

COM (fund)

1,219 managers (1,237 13F filers) reported a position in SPDW shares at 2026-06-30, 625,333,973 shares in all. 91 filers opened a position and 53 filers sold out during the quarter.

Managers
1,219
13F filers
1,237
New
91
Added
528
Reduced
418
Sold out
53
Shares held by filers
625,333,973

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…83,187$4.19M0.04%+50,58313F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC81,222$4.09M0.18%013F-HRTimeline
Downshift Financial, LLC80,647$4.06M1.84%+2,81013F-HRTimeline
Koshinski Asset Management, Inc.80,312$4.05M0.22%-1,48313F-HRTimeline
One Capital Management, LLC88,390$4.04M0.11%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC79,691$4.02M0.99%-1,04013F-HRTimeline
Anchor Bay Capital, Inc.77,756$4M2.16%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.78,907$3.98M0.26%-15813F-HRTimelineGroup
Bluespring Wealth Management, LLC78,737$3.97M0.08%+35,20013F-HRTimeline
Breachway Investments LLC78,461$3.95M5.95%-41,65913F-HRTimeline
VestGen Advisors, LLC77,440$3.9M0.11%-6,32213F-HRTimeline
SkyOak Wealth, LLC76,708$3.87M0.63%+2,30813F-HRTimeline
Sowell Financial Services LLC76,051$3.83M0.13%+5,86913F-HRTimeline
Equita Financial Network, Inc.75,543$3.81M1.06%-24013F-HRTimeline
Larson Financial Group LLC74,499$3.75M0.1%-6,31813F-HRTimeline
Clear Creek Financial Management, LLC74,405$3.75M0.24%+66,58913F-HRTimeline
BlueChip Wealth Advisors LLC73,830$3.72M1.41%+57,64913F-HRTimeline
VISTA INVESTMENT MANAGEMENT73,785$3.72M1.12%+10213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…73,648$3.71M<0.01%+3,48713F-HRTimelineGroup
HUB Investment Partners, LLC72,928$3.67M0.07%+32,10913F-HRTimeline
NORDEN GROUP LLC72,555$3.66M0.3%+3,50613F-HRTimeline
Quent Capital, LLC72,486$3.65M0.22%-4,38013F-HRTimeline
American Investment Services, Inc.72,183$3.64M0.77%-1,64013F-HRTimeline
Walsh & Associates, LLC71,892$3.62M2.96%+8,84113F-HRTimeline
Midwest Financial Network, LLC71,656$3.61M2.47%+11,54713F-HRTimeline
21 West Wealth Management LLC69,603$3.51M3%-1,96813F-HRTimeline
Legacy Wealth Partners, LLC68,834$3.47M0.78%-19,89513F-HRTimeline
Modern Wealth Management, LLC68,656$3.46M0.04%-37,43313F-HRTimeline
ORBA Wealth Advisors, L.L.C.67,862$3.42M2.92%-18,14213F-HRTimeline
Prime Capital Investment Advisors, LLC67,791$3.42M0.03%-16813F-HRTimeline
Life Planning Partners, Inc67,750$3.41M2.54%013F-HRTimeline
Global Financial Private Client, LLC66,732$3.36M0.91%-9,75013F-HRTimeline
Virtue Capital Management, LLC66,732$3.36M0.45%-4,10813F-HRTimeline
TRB Wealth Management, LLC66,572$3.35M0.45%+8013F-HRTimeline
TBH Global Asset Management, LLC66,500$3.35M0.61%+5813F-HRTimeline
United Asset Strategies, Inc.66,131$3.33M0.24%+3,54313F-HRTimeline
NOVUS ADVISORS, LLC65,512$3.3M6.88%-21,08813F-HRTimeline
Trinity Wealth Management, LLC65,190$3.28M1.04%+1,35913F-HRTimeline
JFS WEALTH ADVISORS, LLC65,136$3.28M0.16%+13213F-HRTimeline
World Investment Advisors69,514$3.26M0.05%-6,65213F-HRTimeline
Breakwater Investment Management64,453$3.25M1.11%+4,90313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC64,203$3.24M0.43%-2,70013F-HRTimeline
Bell Bank63,641$3.21M0.12%+3,41213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.63,574$3.2M1.82%-17,38213F-HRTimeline
WLTH Capital Management, LLC63,454$3.2M2.05%-1,25213F-HRTimeline
Mattson Financial Services, LLC64,306$3.19M0.67%-2,88213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD63,312$3.19M1.34%-2,30113F-HRTimeline
Zhang Financial LLC63,122$3.18M0.09%+52213F-HRTimeline
Lunt Capital Management, Inc.62,030$3.13M1.15%-46013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding61,867$3.12M-1,763Timeline
Landmark Wealth Management, LLC61,101$3.08M0.74%-3,13913F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC60,978$3.07M0.21%+48,53413F-HRTimeline
Baron Financial Group, LLC60,757$3.06M1.46%+17913F-HRTimeline
ABLE Financial Group, LLC60,551$3.05M0.51%-9713F-HRTimeline
FF Advisors,LLC60,546$3.05M1.14%+81813F-HRTimeline
Rehmann Capital Advisory Group60,188$3.03M0.14%-1,21213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC60,087$3.03M<0.01%+8,82013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC59,426$2.99M0.12%-3,19813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/59,403$2.99M<0.01%+24,56613F-HRTimelineGroup
Chicago Capital, LLC58,000$2.92M0.07%013F-HRTimeline
Columbia River Financial Group, LLC57,031$2.87M1.54%-6,27713F-HRTimeline
Opus Capital Group, LLC56,850$2.87M0.28%+44913F-HRTimeline
Kohmann Bosshard Financial Services, LLC56,817$2.86M0.24%-74613F-HRTimeline
Financial Network Wealth Advisors LLC56,673$2.86M2.9%+2,89513F-HRTimeline
Compound Planning, Inc.56,054$2.82M0.07%+2,27813F-HRTimeline
Perennial Investment Advisors, LLC55,761$2.81M0.19%+4,90613F-HRTimeline
Gainplan LLC55,519$2.8M1.1%+4,34713F-HRTimeline
Livet Wealth, LLC55,447$2.79M1.61%-1,43013F-HRTimeline
FIRST MANHATTAN CO. LLC.54,949$2.77M0.01%-16413F-HRTimeline
AdvisorNet Financial, Inc54,662$2.75M0.13%-42213F-HRTimeline
Caitlin John, LLC54,609$2.75M1.51%+26,45813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC53,830$2.71M0.76%013F-HRTimeline
Enclave Advisors LLC53,432$2.69M0.35%+10,44513F-HRTimeline
PINNACLE ASSOCIATES LTD52,854$2.66M0.03%+4,86813F-HRTimeline
Econ Financial Services Corp52,177$2.63M1.23%+94213F-HRTimeline
Private Wealth Group, LLC52,122$2.63M1.01%+3,25713F-HRTimeline
NewEdge Wealth, LLC52,043$2.62M0.03%+713F-HRTimeline
Arkadios Wealth Advisors51,458$2.59M0.04%+1,02813F-HRTimeline
Stablepoint Partners, LLC51,218$2.58M0.36%+1,49613F-HRTimeline
Tilson Financial Group, Inc.51,159$2.58M0.71%+16013F-HRTimeline
Total Clarity Wealth Management, Inc.50,851$2.56M0.5%-94,70313F-HRTimeline
Rockbridge Investment Management, LCC49,663$2.5M0.2%-1,76713F-HRTimeline
Ciovacco Capital Management LLC48,578$2.45M1.09%new13F-HRTimeline
Wedmont Private Capital48,654$2.45M0.07%+913F-HRTimeline
Sherman Asset Management, Inc.48,543$2.45M1.9%-2,86813F-HRTimeline
Janney Montgomery Scott LLC48,476$2.44M<0.01%-8,18413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…47,986$2.42M0.14%013F-HRTimeline
Sage Mountain Advisors LLC47,171$2.38M0.15%013F-HRTimeline
Carroll Advisory Group, LLC47,141$2.38M0.78%-10,24813F-HRTimeline
INVESTMENT PARTNERS, LTD.46,998$2.37M0.74%+1,08013F-HRTimeline
Worth Financial Advisory Group, LLC46,369$2.34M0.97%new13F-HRTimeline
Andrews Advisory Associates, LLC45,769$2.31M1.11%-48313F-HRTimeline
Idaho Trust Co44,894$2.26M0.66%-8,14013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC44,875$2.26M0.02%+6,16013F-HRTimeline
ACT Advisors, LLC.44,171$2.23M0.74%-1,04313F-HRTimeline
Comprehensive Money Management Services…44,039$2.22M1.4%-1,55813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.43,830$2.2M0.09%+37,70613F-HRTimelineGroup
McNaughton Wealth Management, LLC43,678$2.2M0.78%+3313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,448$2.19M<0.01%+1,92713F-HRTimelineGroup
IRON Financial LLC43,264$2.18M0.9%-54313F-HRTimeline
Tempus Wealth Planning, LLC43,168$2.18M0.43%+4513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC42,530$2.14M0.06%-13,44913F-HRTimelineGroup
Legacy Private Trust Co.42,115$2.12M0.12%-22413F-HRTimeline
BALLAST ADVISORS LLC41,996$2.12M0.5%+8,18113F-HRTimeline
MCF Advisors LLC41,756$2.1M0.08%+44113F-HRTimeline
Triad Wealth Partners, LLC41,787$2.1M0.12%-4,14813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC41,617$2.1M0.19%+5,14413F-HRTimeline
FORONJY FINANCIAL LLC41,600$2.1M0.77%new13F-HRTimeline
PCB Capital LLC41,045$2.07M2.52%+7,34813F-HRTimeline
Barnes Wealth Management Group, Inc40,578$2.04M0.95%-73213F-HRTimeline
TKG Advisors, LLC40,569$2.04M0.71%+2,28913F-HRTimeline
Bill Few Associates, Inc.40,448$2.04M0.44%-41713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,297$2.03M<0.01%+4,48113F-HRTimelineGroup
PCG Wealth Advisors, LLC40,104$2.02M0.45%-2,45613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC39,992$2.02M<0.01%+28,25213F-HRTimelineGroup
Wealthspire Retirement, LLC39,732$2M0.11%-35813F-HRTimeline
Clarkston Capital Partners, LLC39,500$1.99M0.17%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC38,916$1.96M0.37%-7,24113F-HRTimeline
Krilogy Financial LLC38,456$1.94M0.06%+11813F-HRTimeline
Composition Wealth, LLC38,206$1.93M0.02%+14513F-HRTimeline
PW ADVISORS, LLC \ FL38,066$1.92M1.28%-1,03513F-HRTimeline
Roan Capital Partners37,901$1.91M1.58%-2,59913F-HRTimeline
Founders Financial Alliance, LLC37,687$1.9M0.25%+34,05013F-HRTimeline
Maridea Wealth Management LLC37,637$1.9M0.21%-7,15613F-HRTimeline
Black Diamond Financial, LLC37,445$1.89M0.17%+1,30613F-HRTimeline
Hibernia Wealth Partners, LLC36,901$1.86M1.01%-15,31813F-HRTimeline
Confluence Wealth Services, Inc.36,884$1.86M0.05%new13F-HRTimeline
Realta Investment Advisors36,822$1.86M0.58%-5,71913F-HRTimeline
Sanchez Gaunt Capital Management, LLC36,684$1.85M1.03%-2,35813F-HRTimeline
River Street Advisors LLC36,533$1.84M0.54%+5,78113F-HRTimeline
Ridgewood Investments LLC36,516$1.84M0.69%+1,99213F-HRTimeline
WealthPoint Financial, LLC35,888$1.81M1.32%-4,36113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC35,731$1.8M0.67%-31213F-HRTimeline
Eagle Strategies LLC35,688$1.8M0.18%+8513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,571$1.79M0.05%+2,43913F-HRTimelineGroup
Fullerton Advisors, LLC35,468$1.79M1.67%-1,55013F-HRTimeline
DAGCO, INC.35,368$1.78M0.33%+3,61413F-HRTimeline
Great Diamond Partners, LLC35,354$1.78M0.31%+1,54013F-HRTimeline
Sigma Planning Corp34,698$1.75M0.04%+45913F-HRTimeline
DRAVO BAY LLC34,657$1.75M0.6%+53513F-HRTimeline
Capital Investment Advisory Services, L…34,525$1.74M0.11%+27,91013F-HRTimeline
Laurel Wealth Planning LLC34,318$1.73M0.77%+2213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.34,226$1.72M2.64%-13,37513F-HRTimeline
USAdvisors Wealth Management, LLC34,113$1.72M0.49%-35013F-HRTimeline
True North Advisors, LLC33,820$1.7M0.16%-84713F-HRTimeline
CORDA Investment Management, LLC.33,531$1.69M0.1%-14413F-HRTimeline
FreeGulliver LLC33,523$1.69M0.6%+37113F-HRTimeline
COURIER CAPITAL LLC33,457$1.69M0.08%-28313F-HRTimeline
MBM WEALTH CONSULTANTS, LLC33,319$1.68M0.32%+1,78313F-HRTimeline
Bison Wealth, LLC33,023$1.68M0.15%-1,39413F-HRTimeline
Apeiron RIA LLC32,721$1.65M0.42%-34,47613F-HRTimeline
Blue Capital, Inc.32,403$1.63M1.04%-3,77813F-HRTimeline
Sterling Wealth Management, Inc.32,378$1.63M0.41%+46013F-HRTimeline
Altrius Capital Management Inc32,312$1.63M0.31%-77213F-HRTimeline
Meridian Wealth Management, LLC32,122$1.62M0.05%-2,08313F-HRTimeline
Legacy Edge Advisors, LLC32,096$1.62M0.15%013F-HR/ATimeline
Goldstein Advisors, LLC32,058$1.62M0.15%013F-HRTimeline
Narus Financial Partners, LLC32,002$1.61M0.41%+2,49413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,703$1.6M0.01%+27,31313F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.31,453$1.58M0.12%013F-HRTimeline
Keystone Wealth Services, LLC31,440$1.58M0.29%+49813F-HRTimeline
Noble Wealth Partners LLC31,378$1.58M1.37%13F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC31,515$1.58M0.14%+1,88013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co31,024$1.56M0.07%+26,96913F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC30,692$1.55M0.23%+7,07613F-HRTimeline
RED REEF ADVISORS LLC30,566$1.54M1.42%+58713F-HRTimeline
Sound Income Strategies, LLC30,420$1.53M0.07%+24,90413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,419$1.53M0.11%013F-HRTimeline
Paladin Advisory Group, LLC30,320$1.53M1.01%013F-HRTimeline
Outlook Wealth Advisors, LLC30,356$1.53M0.33%-11,33313F-HRTimeline
Independent Wealth Network Inc.30,283$1.53M0.39%-1,31013F-HRTimeline
Detalus Advisors, LLC30,157$1.52M0.3%+53113F-HRTimeline
Forefront Wealth Partners, LLC29,779$1.5M0.46%-38,37013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP29,679$1.5M<0.01%+2,06613F-HRTimelineGroup
Keystone Financial Group29,450$1.48M0.09%+59313F-HRTimeline
October Effect Ltd29,345$1.48M1.39%+3,69213F-HRTimeline
Wallace Advisory Group, LLC29,148$1.47M1.38%+7,62013F-HRTimeline
WORLD EQUITY GROUP, INC.28,884$1.46M0.33%+20,98813F-HRTimeline
Vericrest Private Wealth28,839$1.45M1.29%-7,02513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …28,500$1.44M0.01%+1,52013F-HRTimelineGroup
Seaside Wealth Management, Inc.28,186$1.42M0.35%+30813F-HRTimeline
Alliance Wealth Advisors, LLC /UT27,846$1.4M0.26%-12,56513F-HRTimeline
Tannin Capital LLC27,785$1.4M0.92%+2,30013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV27,764$1.4M0.23%+1313F-HRTimeline
Peirce Capital Management, LLC27,760$1.4M0.51%-3,54213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,706$1.4M<0.01%+12,20613F-HRTimelineGroup
Brand Asset Management Group, Inc.27,614$1.39M0.31%-6013F-HRTimeline
Seneca Financial Advisors LLC27,361$1.38M0.36%-24813F-HRTimeline
Baltimore-Washington Financial Advisors…27,117$1.37M0.05%-44513F-HRTimeline
Kelman-Lazarov, Inc.26,793$1.35M0.18%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT26,713$1.35M0.36%-17,90313F-HRTimeline
IFG Advisors, LLC26,548$1.34M0.18%+2,22113F-HRTimeline
CoreCap Advisors, LLC26,238$1.32M0.04%-43413F-HRTimeline
MidAtlantic Capital Management, Inc.26,183$1.32M0.82%+1313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC26,007$1.31M0.09%-2,58613F-HRTimelineGroup
American Institute for Advanced Investm…25,877$1.3M0.75%+2,13313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT25,859$1.3M0.01%+2,70213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC25,713$1.3M0.02%+2,16213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.25,626$1.29M0.11%-59413F-HRTimeline
HANCOCK WHITNEY CORP25,370$1.28M0.02%+67113F-HRTimeline