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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

982 managers (994 13F filers) reported a position in SPDW shares at 2025-03-31, 514,697,996 shares in all. 76 filers opened a position and 51 filers sold out during the quarter.

Managers
982
13F filers
994
New
76
Added
377
Reduced
363
Sold out
51
Shares held by filers
514,697,996

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Patriot Financial Group Insurance Agenc…59,535$2.17M0.29%+4,40113F-HRTimeline
TRUE Private Wealth Advisors59,248$2.16M0.26%+7,68213F-HRTimeline
Wade Financial Advisory, Inc59,015$2.15M0.74%+1,29513F-HRTimeline
McKinley Carter Wealth Services, Inc.58,504$2.13M0.13%-3,84613F-HRTimeline
Breakwater Investment Management58,317$2.12M0.91%+1,98513F-HRTimeline
Summit Trail Advisors, LLC58,231$2.12M0.07%013F-HRTimeline
Outlook Wealth Advisors, LLC57,942$2.11M0.59%+19,95213F-HRTimeline
Pinnacle Family Advisors, LLC57,881$2.11M1.15%+45,96213F-HRTimeline
Kohmann Bosshard Financial Services, LLC57,568$2.1M0.25%+32813F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.57,553$2.1M3.17%+36,02113F-HRTimeline
One Capital Management, LLC57,155$2.08M0.07%+72613F-HRTimeline
Trinity Wealth Management, LLC57,054$2.08M0.95%-9613F-HRTimeline
Virtue Capital Management, LLC55,836$2.03M0.24%+39,77513F-HRTimeline
Tilson Financial Group, Inc.55,588$2.02M0.8%-8,26013F-HRTimeline
Paladin Advisory Group, LLC55,329$2.01M1.61%+28813F-HRTimeline
Rockbridge Investment Management, LCC54,844$2M0.24%-58713F-HRTimeline
Alliance Wealth Advisors, LLC /UT54,820$2M0.52%+2,16013F-HRTimeline
PCG Wealth Advisors, LLC54,796$2M0.7%+2,02513F-HRTimeline
NORDEN GROUP LLC54,111$1.97M0.23%-58813F-HRTimeline
Montis Financial, LLC53,967$1.96M0.58%-89813F-HRTimeline
Financial Connections Group, Inc.53,794$1.96M0.88%013F-HRTimeline
Zhang Financial LLC53,750$1.96M0.1%+21,53813F-HRTimeline
ACT Advisors, LLC.53,516$1.95M1.06%+1,34313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…53,292$1.94M0.08%-23,40713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.52,815$1.92M0.11%+2,59913F-HR/ATimelineGroup
NewEdge Wealth, LLC51,833$1.89M0.03%-6,14613F-HRTimeline
LANARK FINANCIAL, INC.51,039$1.86M0.16%+50,99213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…50,736$1.85M<0.01%-2,42313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB50,643$1.84M0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC50,440$1.84M0.07%+1,11613F-HRTimeline
Sherman Asset Management, Inc.50,138$1.83M1.74%+2,62813F-HRTimeline
Sowell Financial Services LLC49,368$1.8M0.08%+94313F-HRTimeline
Legacy Private Trust Co.49,060$1.79M0.12%-26,20513F-HRTimeline
Sage Mountain Advisors LLC49,050$1.79M0.13%013F-HRTimeline
&PARTNERS48,532$1.78M0.02%+21,08113F-HRTimeline
GTS SECURITIES LLC48,886$1.78M0.08%new13F-HRTimeline
Perennial Investment Advisors, LLC48,048$1.75M0.2%+3,99913F-HRTimeline
Glen Eagle Advisors, LLC47,957$1.75M0.29%+7,20813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding47,359$1.72M+6,369Timeline
Comprehensive Money Management Services…47,252$1.72M1.39%+1,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC46,566$1.7M<0.01%+40,37613F-HRTimelineGroup
Worth Financial Advisory Group, LLC46,508$1.69M1.08%-4,41213F-HRTimeline
GPS Wealth Strategies Group, LLC46,448$1.69M0.23%-13,85313F-HRTimeline
IRON Financial LLC46,294$1.69M0.94%-6313F-HRTimeline
FIRST MANHATTAN CO. LLC.44,581$1.62M<0.01%+14513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC44,288$1.61M<0.01%+17,73913F-HRTimelineGroup
Compound Planning, Inc.44,166$1.61M0.07%+3,35213F-HRTimeline
Apella Capital, LLC45,122$1.58M0.05%-9013F-HRTimeline
EP Wealth Advisors, LLC43,384$1.58M0.01%-4,56313F-HRTimeline
NWAM LLC42,997$1.57M0.13%-62,41113F-HRTimeline
Stablepoint Partners, LLC42,708$1.55M0.28%+2,09313F-HRTimeline
Bluespring Wealth Management, LLC42,309$1.54M0.16%-1,53713F-HRTimeline
Wedmont Private Capital43,462$1.54M0.08%+7,20413F-HRTimeline
Balboa Wealth Partners41,299$1.5M0.36%+20,63513F-HRTimeline
MCF Advisors LLC40,996$1.49M0.11%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC40,005$1.46M0.67%+15,35813F-HRTimeline
Pineridge Advisors LLC39,954$1.45M0.57%+2,68713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC39,917$1.45M<0.01%+4,63813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.39,728$1.45M0.01%-3,91113F-HRTimeline
Wealthspire Retirement, LLC39,725$1.45M0.11%-7,33613F-HRTimeline
Advisory Services Network, LLC39,661$1.44M0.03%+19,85013F-HRTimeline
Clarkston Capital Partners, LLC39,500$1.44M0.03%013F-HRTimeline
Capital Planning Advisors, LLC39,466$1.44M0.22%+3,02513F-HRTimeline
Financial Network Wealth Advisors LLC39,291$1.43M1.88%+1,52713F-HRTimeline
McNaughton Wealth Management, LLC38,654$1.41M0.68%+62513F-HRTimeline
Laurel Wealth Planning LLC38,625$1.41M0.93%-10,83313F-HRTimeline
Pallas Capital Advisors LLC38,597$1.41M0.06%-22913F-HRTimeline
True North Advisors, LLC38,428$1.4M0.25%-2,33013F-HRTimeline
STEVENS CAPITAL PARTNERS37,936$1.38M0.65%-8,54013F-HRTimeline
COURIER CAPITAL LLC37,908$1.38M0.09%+2,98013F-HRTimeline
Tempus Wealth Planning, LLC37,856$1.38M0.41%+18,32713F-HRTimeline
Rehmann Capital Advisory Group37,834$1.38M0.09%-2,23413F-HRTimeline
DRAVO BAY LLC37,720$1.37M0.73%-15,31713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.37,491$1.37M0.09%+12,05113F-HRTimelineGroup
FWG Investments, LLC.37,350$1.36M1.6%-10,38213F-HRTimeline
Barnes Wealth Management Group, Inc37,188$1.35M0.87%-1,86013F-HRTimeline
Bill Few Associates, Inc.36,633$1.33M0.48%-1,06913F-HRTimeline
USAdvisors Wealth Management, LLC36,543$1.33M0.46%-15,21613F-HRTimeline
Better Money Decisions, LLC36,284$1.32M0.88%+5513F-HRTimeline
Composition Wealth, LLC36,183$1.32M0.03%-32513F-HRTimeline
Sigma Planning Corp35,885$1.31M0.04%-3,04113F-HRTimeline
BLAIR WILLIAM & CO/IL35,873$1.31M<0.01%+2,76013F-HRTimeline
Meridian Wealth Management, LLC35,355$1.29M0.06%-3,31413F-HRTimeline
BALLAST ADVISORS LLC35,163$1.28M0.41%-1,97213F-HRTimeline
SWMG, LLC33,834$1.27M0.5%+13,60613F-HRTimeline
TBH Global Asset Management, LLC34,483$1.26M0.24%new13F-HRTimeline
Consolidated Portfolio Review Corp34,166$1.24M0.2%+1,51313F-HRTimeline
Midwest Financial Network, LLC33,842$1.23M1.23%+2,85213F-HRTimeline
Eagle Strategies LLC33,833$1.23M0.21%+55213F-HRTimeline
First Horizon Advisors, Inc.33,810$1.23M0.03%-11,53713F-HRTimeline
Intrua Financial, LLC33,621$1.22M0.19%+12,36013F-HRTimeline
FreeGulliver LLC33,470$1.22M0.62%+60013F-HRTimeline
New Century Financial Group, LLC33,250$1.21M1.4%-5,46813F-HRTimeline
Legacy Edge Advisors, LLC32,190$1.17M0.18%+1,12413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.32,000$1.17M<0.01%-53,00013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC31,845$1.16M0.09%-13813F-HRTimeline
World Investment Advisors31,812$1.16M0.03%-8,00413F-HRTimeline
Baltimore-Washington Financial Advisors…31,752$1.16M0.06%-4,86413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.31,453$1.15M0.12%013F-HRTimeline
GREENLEAF TRUST31,446$1.14M0.01%-20413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp31,043$1.13M<0.01%-91013F-HRTimelineGroup
Freedom Investment Management, Inc.30,927$1.13M0.09%+4,79813F-HRTimeline
Keystone Wealth Services, LLC30,885$1.12M0.3%-1,12813F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.30,798$1.12M0.15%-1,53113F-HRTimeline
Realta Investment Advisors30,523$1.11M0.51%+7,84113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC30,476$1.11M0.02%+10,81013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC30,037$1.09M0.32%+1,19513F-HRTimeline
Golden State Wealth Management, LLC29,938$1.09M0.16%-25013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/29,659$1.08M<0.01%-3,49313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC29,139$1.06M0.01%+3,50213F-HRTimeline
CoreCap Advisors, LLC28,610$1.04M0.05%+98513F-HRTimeline
Altrius Capital Management Inc28,456$1.04M0.25%+40913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV28,467$1.04M0.23%+2,22813F-HRTimeline
SageView Advisory Group, LLC28,017$1.02M0.04%-3,80413F-HRTimeline
Kathleen S. Wright Associates Inc.27,917$1.02M0.42%-98413F-HRTimeline
TFB Advisors LLC27,684$1.01M0.29%-28213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,679$1.01M<0.01%013F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC27,526$1M1.77%-7,28213F-HRTimeline
MGO ONE SEVEN LLC27,308$994K0.04%+20413F-HRTimeline
Seaside Wealth Management, Inc.27,214$991K0.35%013F-HRTimeline
Jackson Creek Investment Advisors LLC27,155$989K0.31%-93313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding27,160$989K+4,349Timeline
Caitlin John, LLC27,154$989K0.97%+22,14513F-HRTimeline
MidAtlantic Capital Management, Inc.27,015$984K0.77%013F-HRTimeline
TKG Advisors, LLC26,989$983K0.48%-1,26113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC26,659$971K0.54%-74813F-HRTimeline
Enclave Advisors LLC26,591$968K0.17%-21613F-HRTimeline
Seneca Financial Advisors LLC26,583$968K0.47%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC26,556$967K0.04%-38313F-HRTimeline
MGB Wealth Management, LLC26,438$966K0.35%-82613F-HRTimeline
Janney Montgomery Scott LLC26,386$961K<0.01%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO25,881$942K0.02%-62,69413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP25,868$942K<0.01%-2213F-HRTimelineGroup
Narus Financial Partners, LLC25,670$935K0.32%+26113F-HRTimeline
STOCK YARDS BANK & TRUST CO25,644$934K0.03%new13F-HRTimeline
GWN SECURITIES INC.24,514$930K0.05%new13F-HRTimeline
BSW Wealth Partners25,425$926K0.14%-21913F-HRTimeline
Balentine LLC25,124$915K0.04%-65713F-HRTimeline
AIFG Consultants Ltd.25,057$912K1.5%-75913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP24,958$909K<0.01%-4713F-HRTimelineGroup
River Street Advisors LLC24,934$908K0.45%+1,04413F-HRTimeline
Wealth Advisors Northwest LLC24,730$900K0.57%-4813F-HRTimeline
Krilogy Financial LLC24,709$900K0.06%-65013F-HRTimeline
Fisher Asset Management, LLC24,658$898K<0.01%+4,61613F-HRTimeline
Leverty Financial Group, LLC24,638$897K0.37%-7,11613F-HRTimeline
Triad Wealth Partners, LLC24,461$891K0.28%-65913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT24,418$889K0.01%+5,15013F-HRTimeline
Keystone Financial Group24,133$879K0.09%-7613F-HRTimeline
Detalus Advisors, LLC24,096$877K0.28%-1,42513F-HRTimeline
Fortis Group Advisors, LLC24,020$875K0.17%-25813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC23,932$871K0.02%-8,59413F-HRTimeline
LWM Advisory Services, LLC23,902$870K0.6%-1,00713F-HRTimeline
Great Diamond Partners, LLC23,882$870K0.24%+1,37113F-HRTimeline
Dorsey & Whitney Trust CO LLC23,782$866K0.05%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,756$865K<0.01%-27,77313F-HRTimelineGroup
Spectrum Planning & Advisory Services I…23,631$860K0.72%+6,76113F-HRTimeline
BOKF, NAin group BOKF, NA23,597$859K0.02%013F-HRTimelineGroup
WealthCare Investment Partners, LLC23,699$856K0.36%-4013F-HRTimeline
Elios Financial Group Inc.23,494$855K0.42%-1,06013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC23,442$854K0.33%-1,58113F-HRTimeline
IFG Advisors, LLC23,372$851K0.16%013F-HRTimeline
Wallace Advisory Group, LLC24,494$836K0.58%+1,70113F-HRTimeline
Black Diamond Financial, LLC22,813$831K0.12%+6,59913F-HRTimeline
Sabal Trust CO22,810$831K0.05%+15,00013F-HRTimeline
Triumph Capital Management22,615$823K0.27%+6,44413F-HRTimeline
Destiny Capital Corp/CO22,531$820K0.56%+1,68813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP22,504$819K0.06%+1,18113F-HRTimeline
Clark Asset Management, LLC22,437$817K0.14%+13,38113F-HRTimeline
Strategic Blueprint, LLC22,074$804K0.04%-1,37513F-HRTimeline
Newport Capital Group, LLC22,010$801K0.58%-21513F-HRTimeline
Forefront Wealth Partners, LLC21,774$793K0.54%new13F-HRTimeline
Upper Left Wealth Management, LLC21,392$779K0.56%-70513F-HRTimeline
Allen Capital Group, LLC21,369$778K0.09%-84113F-HRTimeline
Empirical Financial Services, LLC d.b.a…21,290$775K0.02%+9,02913F-HRTimeline
Sequoia Financial Advisors, LLC21,231$773K0.01%+28513F-HRTimeline
BANK OF HAWAII20,785$757K0.04%+1,27013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding20,768$756K+13Timeline
Key Financial Inc20,718$754K0.16%+2,61113F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,632$751K0.02%-1,55513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT20,609$750K0.32%+1,36313F-HRTimeline
Strategic Investment Advisors / MI20,594$750K0.08%+4,97713F-HRTimeline
Acropolis Investment Management, LLC20,547$748K0.04%013F-HRTimeline
Richard W. Paul & Associates, LLC20,233$737K0.29%+5,70213F-HRTimeline
BALANCED WEALTH GROUP LLC19,751$719K0.35%+5513F-HRTimeline
Uptown Financial Advisors LLC19,703$717K0.74%013F-HRTimeline
Aletheian Wealth Advisors LLC19,604$714K0.4%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC19,603$714K0.02%-56013F-HRTimeline
CogentBlue Wealth Advisors, LLC19,496$710K0.62%013F-HRTimeline
Professional Financial Advisors, LLC19,346$704K0.18%-75813F-HRTimeline
Canal Capital Management, LLC19,135$697K0.12%-17,55313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,061$694K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC18,924$689K0.09%-17013F-HRTimeline
McClarren Financial Advisors, Inc.17,089$687K0.45%-1,77913F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18,831$686K0.51%+12,16613F-HRTimeline
Maia Wealth LLC19,157$685K0.16%-8313F-HRTimeline
Y-Intercept (Hong Kong) Ltd18,777$684K0.05%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC18,536$674K0.24%+9,07713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…18,425$671K<0.01%+24513F-HRTimelineGroup
PFG Advisors18,306$667K0.04%+1,24113F-HRTimeline
Stone Summit Wealth LLC18,024$656K0.22%-45913F-HRTimeline