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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

963 managers (974 13F filers) reported a position in SPDW shares at 2024-12-31, 502,029,231 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
963
13F filers
974
New
62
Added
435
Reduced
275
Sold out
54
Shares held by filers
502,029,231

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Trinity Wealth Management, LLC57,150$1.95M0.88%+6,07313F-HRTimeline
One Capital Management, LLC56,429$1.93M0.06%-6,25813F-HRTimeline
Breakwater Investment Management56,332$1.92M0.82%-6,62113F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,079$1.91M<0.01%+24,27013F-HRTimelineGroup
Spartan Planning & Wealth Management55,995$1.91M1.75%13F-HRTimeline
Rockbridge Investment Management, LCC55,431$1.89M0.24%-3,79513F-HRTimeline
Patriot Financial Group Insurance Agenc…55,134$1.88M0.25%+3,52113F-HRTimeline
Paladin Advisory Group, LLC55,041$1.88M1.44%-26813F-HRTimeline
Montis Financial, LLC54,865$1.87M0.58%-14213F-HRTimeline
NORDEN GROUP LLC54,699$1.87M0.21%+5,49613F-HRTimeline
Financial Connections Group, Inc.53,794$1.83M0.88%-24913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…53,159$1.81M<0.01%-17013F-HRTimelineGroup
DRAVO BAY LLC53,037$1.81M0.88%+24,18913F-HRTimeline
Global Financial Private Client, LLC52,956$1.81M0.68%+85313F-HRTimeline
PCG Wealth Advisors, LLC52,771$1.8M0.67%+85213F-HRTimeline
Alliance Wealth Advisors, LLC /UT52,660$1.8M0.46%+6,05113F-HRTimeline
Algorithmic Investment Models, LLC52,300$1.78M1.38%+2,51813F-HRTimeline
ACT Advisors, LLC.52,173$1.78M0.96%-8,96213F-HRTimeline
USAdvisors Wealth Management, LLC51,759$1.77M0.57%-94713F-HRTimeline
TRUE Private Wealth Advisors51,566$1.76M0.21%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.51,529$1.76M<0.01%+37,79013F-HRTimelineGroup
Worth Financial Advisory Group, LLC50,920$1.74M1.07%-8,70413F-HRTimeline
Wilmington Savings Fund Society, FSB50,643$1.73M0.03%-20,34913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.50,216$1.71M0.09%-2,67313F-HR/ATimelineGroup
Laurel Wealth Planning LLC49,458$1.69M1.09%-63513F-HRTimeline
Ashton Thomas Private Wealth, LLC49,324$1.68M0.07%+2,21513F-HRTimeline
Sage Mountain Advisors LLC49,050$1.67M0.12%-1313F-HRTimeline
Gladstone Institutional Advisory LLC48,963$1.67M0.08%+2,34713F-HRTimeline
Sowell Financial Services LLC48,425$1.65M0.09%+33,45713F-HRTimeline
EP Wealth Advisors, LLC47,947$1.64M0.01%+10513F-HRTimeline
FWG Investments, LLC.47,732$1.63M1.27%+38413F-HRTimeline
HRT FINANCIAL LP47,729$1.63M0.01%new13F-HRTimeline
Richard P Slaughter Associates Inc47,635$1.63M0.36%+2,34513F-HRTimeline
Sherman Asset Management, Inc.47,510$1.62M1.48%13F-HRTimeline
Visionary Wealth Advisors47,268$1.61M0.09%-8,23213F-HRTimeline
Wealthspire Retirement, LLC47,061$1.61M0.13%+4,06913F-HRTimeline
STEVENS CAPITAL PARTNERS46,476$1.59M0.72%-3,32413F-HRTimeline
IRON Financial LLC46,357$1.58M0.89%-3413F-HRTimeline
Comprehensive Money Management Services…46,252$1.58M1.3%13F-HRTimeline
First Horizon Advisors, Inc.45,347$1.55M0.04%+27913F-HRTimeline
Apella Capital, LLC45,212$1.54M0.06%+1,57113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …45,027$1.54M0.2%new13F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.44,436$1.52M<0.01%-1,08213F-HRTimeline
Perennial Investment Advisors, LLC44,049$1.5M0.18%-4,04713F-HRTimeline
Bluespring Wealth Management, LLC43,846$1.5M0.15%-51813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.43,639$1.49M0.01%-1,86513F-HRTimeline
WCG Wealth Advisors LLC43,165$1.47M0.1%-11,30213F-HRTimeline
Financial Advocates Investment Manageme…42,873$1.46M0.08%+3,61513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC42,585$1.45M1.58%13F-HRTimeline
Collier Financial42,085$1.44M1.28%13F-HRTimeline
MCF Advisors LLC40,996$1.4M0.1%+41413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC40,990$1.4M0.03%+12,79413F-HRTimelineGroup
Compound Planning, Inc.40,814$1.39M0.07%-8,81813F-HRTimeline
True North Advisors, LLC40,758$1.39M0.33%013F-HRTimeline
Glen Eagle Advisors, LLC40,749$1.39M0.23%+6,52213F-HRTimeline
Stablepoint Partners, LLC40,615$1.39M0.25%+9713F-HRTimeline
Rehmann Capital Advisory Group40,068$1.37M0.09%+8,11513F-HRTimeline
Quantinno Capital Management LP40,044$1.37M0.01%-84013F-HRTimeline
World Investment Advisors39,816$1.36M0.04%+47613F-HRTimeline
Salomon & Ludwin, LLC39,799$1.36M0.14%+2,14813F-HRTimeline
Clarkston Capital Partners, LLC39,500$1.35M0.03%013F-HRTimeline
Barnes Wealth Management Group, Inc39,048$1.33M0.89%13F-HRTimeline
Sigma Planning Corp38,926$1.33M0.04%-2,30113F-HRTimeline
New Century Financial Group, LLC38,718$1.33M0.56%+30713F-HRTimeline
Pallas Capital Advisors LLC38,826$1.33M0.06%-25013F-HRTimeline
Colonial River Investments, LLC38,762$1.32M0.64%+3,19213F-HRTimeline
Meridian Wealth Management, LLC38,669$1.32M0.06%+2,37713F-HRTimeline
McNaughton Wealth Management, LLC38,029$1.3M0.63%+2,63213F-HRTimeline
Outlook Wealth Advisors, LLC37,990$1.3M0.37%+1,78713F-HRTimeline
Financial Network Wealth Advisors LLC37,764$1.29M2.4%-38,29313F-HRTimeline
Bill Few Associates, Inc.37,702$1.29M0.45%+6,94813F-HRTimeline
Pineridge Advisors LLC37,267$1.27M0.48%+3,18013F-HRTimeline
BALLAST ADVISORS LLC37,135$1.27M0.39%+27713F-HRTimeline
Canal Capital Management, LLC36,688$1.25M0.2%+1,31913F-HRTimeline
Baltimore-Washington Financial Advisors…36,616$1.25M0.06%+3,56313F-HRTimeline
Composition Wealth, LLC36,508$1.25M0.03%-6,56713F-HRTimeline
Capital Planning Advisors, LLC36,441$1.24M0.19%+5,90213F-HRTimeline
Better Money Decisions, LLC36,229$1.24M0.86%+1,66413F-HRTimeline
Wedmont Private Capital36,258$1.23M0.06%+19,85513F-HRTimeline
Modern Wealth Management, LLC36,020$1.23M0.05%+16,50913F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,279$1.2M<0.01%+11,78013F-HRTimelineGroup
COURIER CAPITAL LLC34,928$1.19M0.08%+3,41113F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC34,808$1.19M2.07%13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC34,591$1.18M0.6%13F-HRTimeline
Eagle Strategies LLC33,281$1.14M0.2%+1,82013F-HRTimeline
Sterling Wealth Management, Inc.33,170$1.13M0.42%-77713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/33,152$1.13M<0.01%+29,18413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL33,113$1.13M<0.01%+65413F-HRTimeline
FreeGulliver LLC32,870$1.12M0.59%-3113F-HRTimeline
Consolidated Portfolio Review Corp32,653$1.11M0.18%+1,51213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC32,526$1.11M0.03%+1,15013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.32,329$1.1M0.15%-96913F-HRTimeline
Zhang Financial LLC32,212$1.1M0.06%-1,25313F-HRTimeline
Keystone Wealth Services, LLC32,013$1.09M0.29%+55013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,983$1.09M0.09%-313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp31,953$1.09M<0.01%-10,16013F-HRTimelineGroup
SageView Advisory Group, LLC31,821$1.09M0.05%+19,61313F-HRTimeline
Leverty Financial Group, LLC31,754$1.08M0.55%+16,62513F-HRTimeline
GREENLEAF TRUST31,650$1.08M0.01%+18313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.31,453$1.07M0.11%013F-HRTimeline
Legacy Edge Advisors, LLC31,066$1.06M0.17%+11,33813F-HRTimeline
Midwest Financial Network, LLC30,990$1.06M1.1%13F-HRTimeline
Thompson David Blair30,721$1.05M0.76%13F-HRTimeline
Golden State Wealth Management, LLC30,188$1.03M0.15%13F-HRTimeline
Annex Advisory Services, LLC29,691$1.01M0.03%+22,26013F-HRTimeline
TKG Advisors, LLC28,250$1.01M0.46%-18,94713F-HRTimeline
Kathleen S. Wright Associates Inc.28,901$986K0.41%+1,91213F-HRTimeline
MBM WEALTH CONSULTANTS, LLC28,842$982K0.29%+1,80413F-HRTimeline
Jackson Creek Investment Advisors LLC28,088$959K0.29%+1,52213F-HRTimeline
Altrius Capital Management Inc28,047$957K0.26%-65213F-HRTimeline
TFB Advisors LLC27,966$954K0.27%-1,22213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,679$945K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC27,625$943K0.04%-2,28313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC27,580$941K<0.01%new13F-HRTimelineGroup
&PARTNERS27,451$941K0.01%+68013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC27,407$935K0.51%+31913F-HRTimeline
MGB Wealth Management, LLC27,264$931K0.29%-4,03313F-HRTimeline
Seaside Wealth Management, Inc.27,214$929K0.34%+28313F-HRTimeline
MGO ONE SEVEN LLC27,104$925K0.04%-8,21613F-HRTimeline
MidAtlantic Capital Management, Inc.27,015$922K0.68%+2013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC26,939$919K0.03%+7,79813F-HRTimeline
Arizona PSPRS Trust26,823$915K0.03%new13F-HR/ATimeline
Enclave Advisors LLC26,807$915K0.15%+90613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC26,549$906K<0.01%new13F-HRTimelineGroup
Sharkey, Howes & Javer26,405$901K0.13%+2,56513F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV26,239$896K0.21%+85413F-HRTimeline
Freedom Investment Management, Inc.26,129$892K0.07%-1,22013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP25,890$884K<0.01%-10,11013F-HRTimelineGroup
AIFG Consultants Ltd.25,816$881K1.44%-170,06913F-HRTimeline
Balentine LLC25,781$880K0.04%-15013F-HRTimeline
BSW Wealth Partners25,644$875K0.13%-18513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25,637$875K0.01%-5,11113F-HRTimeline
Detalus Advisors, LLC25,521$871K0.29%+2,92313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.25,440$868K0.05%+77613F-HRTimelineGroup
Narus Financial Partners, LLC25,409$867K0.29%-66013F-HRTimeline
Krilogy Financial LLC25,359$866K0.06%+90413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC25,282$863K0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC25,120$857K0.31%-6,31313F-HRTimeline
Wallace Advisory Group, LLC22,793$856K0.59%-68213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC25,023$854K0.33%-82913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,005$853K<0.01%new13F-HRTimelineGroup
LWM Advisory Services, LLC24,909$850K0.59%-2,30313F-HRTimeline
Wealth Advisors Northwest LLC24,778$846K0.58%13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,678$842K<0.01%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC24,647$841K0.39%+3,84513F-HRTimeline
Elios Financial Group Inc.24,554$838K0.4%+43813F-HRTimeline
Fortis Group Advisors, LLC24,278$829K0.15%+23,90113F-HRTimeline
Keystone Financial Group24,209$826K0.08%+59013F-HRTimeline
River Street Advisors LLC23,890$815K0.42%+2,26613F-HRTimeline
Dorsey & Whitney Trust CO LLC23,782$812K0.04%-3,97613F-HRTimeline
WealthCare Investment Partners, LLC23,739$808K0.35%-16513F-HRTimeline
Synergy Investment Management, LLC23,513$803K0.35%13F-HRTimeline
BOKF, NAin group BOKF, NA23,597$800K0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC23,449$800K0.05%+1,64913F-HRTimeline
IFG Advisors, LLC23,372$798K0.16%+31913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding22,811$779K-317Timeline
Realta Investment Advisors22,682$777K0.32%new13F-HRTimeline
Great Diamond Partners, LLC22,511$768K0.2%+2,07513F-HRTimeline
Newport Capital Group, LLC22,225$759K0.56%+7,10613F-HRTimeline
Allen Capital Group, LLC22,210$758K0.09%-1,15713F-HRTimeline
U.S. Capital Wealth Advisors, LLC22,187$757K0.02%+15,38913F-HRTimeline
Upper Left Wealth Management, LLC22,097$754K0.64%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.21,532$735K1.25%+87213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP21,323$728K0.05%+2,45013F-HRTimeline
Intrua Financial, LLC21,261$726K0.12%+13,22513F-HRTimeline
Sequoia Financial Advisors, LLC20,946$715K0.01%+15913F-HR/ATimeline
SWMG, LLC20,228$713K0.28%-80813F-HRTimeline
Destiny Capital Corp/CO20,843$711K0.43%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors20,755$708K0.11%013F-HRTimelineGroup
Balboa Wealth Partners20,664$705K0.16%+1,22113F-HRTimeline
BALANCED WEALTH GROUP LLC19,696$702K0.31%+26713F-HRTimeline
Acropolis Investment Management, LLC20,547$701K0.04%+2,85913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,215$690K0.01%+2,27213F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC20,163$688K0.03%-4,38113F-HRTimeline
Professional Financial Advisors, LLC20,104$686K0.18%+25213F-HRTimeline
Maia Wealth LLC19,240$686K0.15%-8113F-HRTimeline
Fisher Asset Management, LLC20,042$684K<0.01%new13F-HRTimeline
Advisory Services Network, LLC19,811$676K0.01%-10,90513F-HRTimeline
Uptown Financial Advisors LLC19,703$672K0.73%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC19,666$671K0.01%+9,84613F-HRTimeline
Aletheian Wealth Advisors LLC19,604$669K0.4%013F-HRTimeline
Tempus Wealth Planning, LLC19,529$667K0.2%+8,77913F-HRTimeline
BANK OF HAWAII19,515$666K0.04%+11,05913F-HRTimeline
CogentBlue Wealth Advisors, LLC19,496$665K0.59%13F-HRTimeline
Rooted Wealth Advisors, Inc.19,181$662K0.26%+46613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT19,268$658K0.01%+32013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT19,246$657K0.3%+12,84913F-HRTimeline
WealthShield Partners, LLC19,094$652K0.09%-51413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,061$651K<0.01%013F-HRTimelineGroup
McClarren Financial Advisors, Inc.18,868$643K1.8%+1,69513F-HRTimeline
Stark Wealth Management LLC18,643$637K0.47%13F-HRTimeline
Stone Summit Wealth LLC18,483$631K0.21%-15713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,180$620K<0.01%+27113F-HRTimelineGroup
Key Financial Inc18,107$618K0.14%+58713F-HRTimeline
Altus Wealth Group LLC18,004$614K0.27%-18313F-HRTimeline
Port Capital LLC18,000$614K0.03%013F-HRTimeline
Cannon Financial Strategists, Inc.17,846$609K0.1%+1913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,840$609K0.1%-89313F-HRTimeline
Glass Jacobson Investment Advisors llc17,835$609K0.2%+40013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Watts Gwilliam & Co., LLC17,502$604K0.13%013F-HRTimeline