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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,039 managers (1,051 13F filers) reported a position in SPDW shares at 2025-06-30, 536,707,075 shares in all. 92 filers opened a position and 42 filers sold out during the quarter.

Managers
1,039
13F filers
1,051
New
92
Added
440
Reduced
364
Sold out
42
Shares held by filers
536,707,075

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Landmark Wealth Management, LLC62,488$2.53M1.08%-8,22513F-HRTimeline
Patriot Financial Group Insurance Agenc…62,452$2.53M0.29%+2,91713F-HRTimeline
NORDEN GROUP LLC62,387$2.53M0.27%+8,27613F-HRTimeline
&PARTNERS62,218$2.52M0.02%+13,68613F-HRTimeline
Paladin Wealth, LLC62,018$2.51M1.95%+62613F-HRTimeline
Baron Financial Group, LLC61,738$2.5M1.47%-1,88513F-HRTimeline
ABLE Financial Group, LLC61,331$2.48M0.6%+92313F-HRTimeline
FF Advisors,LLC61,087$2.47M1.28%013F-HRTimeline
Breakwater Investment Management60,756$2.46M0.95%+2,43913F-HRTimeline
Financial Advocates Investment Manageme…60,074$2.43M0.2%-75,29113F-HRTimeline
Balefire, LLC59,356$2.4M0.52%+48,15713F-HRTimeline
BLAIR WILLIAM & CO/IL58,773$2.38M0.01%+22,90013F-HRTimeline
Trinity Wealth Management, LLC58,737$2.38M0.94%+1,68313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC58,600$2.37M0.86%-3,19513F-HRTimeline
Ashton Thomas Private Wealth, LLC58,575$2.37M0.08%+8,13513F-HRTimeline
Compound Planning, Inc.58,476$2.37M0.09%+14,31013F-HRTimeline
McKinley Carter Wealth Services, Inc.57,810$2.34M0.13%-69413F-HRTimeline
NOVUS ADVISORS, LLC57,666$2.33M3.56%-53,74013F-HRTimeline
Kohmann Bosshard Financial Services, LLC57,568$2.33M0.26%013F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA57,191$2.32M0.26%new13F-HRTimelineGroup
One Capital Management, LLC56,861$2.3M0.08%-29413F-HRTimeline
SYM FINANCIAL Corp56,802$2.3M0.26%new13F-HRTimeline
Alliance Wealth Advisors, LLC /UT56,714$2.3M0.55%+1,89413F-HRTimeline
Caitlin John, LLC56,185$2.27M2.07%+29,03113F-HRTimeline
Opus Capital Group, LLC56,063$2.27M0.27%-4,13113F-HRTimeline
AdvisorNet Financial, Inc55,979$2.27M0.15%-6,96813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC55,622$2.25M<0.01%+11,33413F-HRTimelineGroup
Paladin Advisory Group, LLC55,598$2.25M1.72%+26913F-HRTimeline
Bison Wealth, LLC55,337$2.24M0.18%-17,34813F-HRTimeline
PCG Wealth Advisors, LLC55,305$2.24M1.15%+50913F-HRTimeline
Tilson Financial Group, Inc.55,306$2.24M0.84%-28213F-HRTimeline
Montis Financial, LLC54,723$2.22M0.62%+75613F-HRTimeline
Sowell Financial Services LLC54,527$2.21M0.09%+5,15913F-HRTimeline
Rockbridge Investment Management, LCC54,433$2.2M0.24%-41113F-HRTimeline
Global Financial Private Client, LLC53,674$2.17M0.81%-21,44913F-HRTimeline
ACT Advisors, LLC.53,579$2.17M1%+6313F-HRTimeline
Financial Connections Group, Inc.53,354$2.16M0.89%-44013F-HRTimeline
Virtue Capital Management, LLC53,036$2.15M0.4%-2,80013F-HRTimeline
NewEdge Wealth, LLC52,252$2.14M0.03%+41913F-HRTimeline
Gainplan LLC52,237$2.12M0.96%-29,89513F-HRTimeline
Coppell Advisory Solutions LLC51,780$2.09M0.25%+45,21113F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…51,525$2.09M<0.01%+78913F-HRTimelineGroup
Perennial Investment Advisors, LLC51,311$2.08M0.2%+3,26313F-HRTimeline
Raleigh Capital Management Inc.50,769$2.06M0.86%-118,75013F-HRTimeline
Plan Group Financial, LLC50,766$2.06M0.68%new13F-HRTimeline
Wilmington Savings Fund Society, FSB50,643$2.05M0.04%013F-HRTimeline
Glen Eagle Advisors, LLC50,559$2.05M0.31%+2,60213F-HRTimeline
Sherman Asset Management, Inc.50,501$2.04M1.81%+36313F-HRTimeline
Plan A Wealth LLC50,500$2.04M1.16%-44,43113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.50,148$2.03M0.1%-2,66713F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.49,969$2.02M0.77%new13F-HRTimeline
Sage Mountain Advisors LLC48,971$1.98M0.13%-7913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding48,314$1.96M+955Timeline
Legacy Private Trust Co.48,102$1.95M0.13%-95813F-HRTimeline
Worth Financial Advisory Group, LLC46,963$1.9M1.17%+45513F-HRTimeline
Comprehensive Money Management Services…46,587$1.89M1.43%-66513F-HRTimeline
Advisory Services Network, LLC47,220$1.89M0.03%+7,55913F-HRTimeline
IRON Financial LLC46,417$1.88M0.99%+12313F-HRTimeline
Zhang Financial LLC46,088$1.87M0.09%-7,66213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC45,166$1.83M<0.01%+5,24913F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.45,059$1.82M0.01%+47813F-HRTimeline
Stablepoint Partners, LLC44,779$1.81M0.31%+2,07113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC44,509$1.8M<0.01%new13F-HR/ATimelineGroup
Wealthspire Retirement, LLC44,466$1.8M0.12%+4,74113F-HRTimeline
Bluespring Wealth Management, LLC43,839$1.78M0.17%+1,53013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC43,462$1.76M0.07%-40,80713F-HRTimelineGroup
GPS Wealth Strategies Group, LLC43,325$1.75M0.2%-3,12313F-HRTimeline
Wedmont Private Capital42,863$1.74M0.07%-59913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…43,074$1.74M0.06%-10,21813F-HRTimelineGroup
EP Wealth Advisors, LLC42,386$1.72M0.01%-99813F-HRTimeline
Capital Planning Advisors, LLC42,254$1.71M0.25%+2,78813F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC42,139$1.71M2.79%+14,61313F-HRTimeline
SWMG, LLC41,518$1.69M0.57%+7,68413F-HRTimeline
MCF Advisors LLC41,501$1.68M0.11%+50513F-HRTimeline
Pineridge Advisors LLC40,999$1.66M0.6%+1,04513F-HRTimeline
Tempus Wealth Planning, LLC40,355$1.63M0.41%+2,49913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.40,299$1.63M0.01%+57113F-HRTimeline
L2 Asset Management, LLC40,152$1.63M0.27%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC39,724$1.61M0.01%+10,58513F-HRTimeline
Clarkston Capital Partners, LLC39,500$1.6M0.03%013F-HRTimeline
Financial Network Wealth Advisors LLC39,409$1.6M1.94%+11813F-HRTimeline
McNaughton Wealth Management, LLC38,902$1.58M0.7%+24813F-HRTimeline
Hirtle & Co., LLC38,862$1.57M0.06%+29,67113F-HRTimeline
COURIER CAPITAL LLC37,634$1.52M0.09%-27413F-HRTimeline
True North Advisors, LLC37,528$1.52M0.29%-90013F-HRTimeline
Blue Capital, Inc.37,310$1.51M1.07%13F-HRTimeline
Laurel Wealth Planning LLC37,203$1.51M0.86%-1,42213F-HRTimeline
Rehmann Capital Advisory Group37,122$1.5M0.09%-71213F-HRTimeline
Better Money Decisions, LLC37,000$1.5M0.91%+71613F-HRTimeline
USAdvisors Wealth Management, LLC36,969$1.5M0.56%+42613F-HRTimeline
Consolidated Portfolio Review Corp36,297$1.47M0.2%+2,13113F-HRTimeline
Barnes Wealth Management Group, Inc36,271$1.47M0.87%-91713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC35,925$1.45M0.02%+5,44913F-HRTimeline
Meridian Wealth Management, LLC35,856$1.45M0.06%+50113F-HRTimeline
Eagle Strategies LLC35,646$1.44M0.22%+1,81313F-HRTimeline
STEVENS CAPITAL PARTNERS35,325$1.44M0.52%-2,61113F-HRTimeline
Composition Wealth, LLC35,425$1.43M0.02%-75813F-HRTimeline
Bill Few Associates, Inc.35,390$1.43M0.41%-1,24313F-HRTimeline
TKG Advisors, LLC35,362$1.43M0.64%+8,37313F-HRTimeline
Midwest Financial Network, LLC35,125$1.42M1.41%+1,28313F-HRTimeline
TUDOR INVESTMENT CORP ET AL34,467$1.4M0.01%new13F-HRTimeline
BALLAST ADVISORS LLC34,409$1.39M0.41%-75413F-HRTimeline
First Horizon Advisors, Inc.33,830$1.37M0.04%+2013F-HRTimeline
Sterling Wealth Management, Inc.33,723$1.37M0.47%13F-HRTimeline
FreeGulliver LLC33,560$1.36M0.63%+9013F-HRTimeline
Hibernia Wealth Partners, LLC33,078$1.34M0.49%+16,81013F-HRTimeline
DRAVO BAY LLC32,598$1.32M0.64%-5,12213F-HRTimeline
Hutchinson Financial Advisors, INC32,513$1.32M1.47%13F-HR/ATimeline
FWG Investments, LLC.32,354$1.31M1%-4,99613F-HRTimeline
Legacy Edge Advisors, LLC32,190$1.3M0.17%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT31,869$1.29M0.01%+7,45113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,845$1.29M0.09%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.31,453$1.27M0.12%013F-HRTimeline
GREENLEAF TRUST31,446$1.27M0.01%013F-HRTimeline
Baltimore-Washington Financial Advisors…31,389$1.27M0.06%-36313F-HRTimeline
Peirce Capital Management, LLC31,302$1.27M0.56%+20,42213F-HRTimeline
Keystone Wealth Services, LLC31,181$1.26M0.3%+29613F-HRTimeline
Realta Investment Advisors30,409$1.23M0.49%-11413F-HRTimeline
MBM WEALTH CONSULTANTS, LLC30,400$1.23M0.33%+36313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp30,144$1.22M<0.01%-89913F-HRTimelineGroup
Freedom Investment Management, Inc.29,984$1.21M0.1%-94313F-HRTimeline
Enclave Advisors LLC29,681$1.2M0.19%+3,09013F-HRTimeline
Janney Montgomery Scott LLC29,184$1.18M<0.01%+2,79813F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV29,116$1.18M0.22%+64913F-HRTimeline
OLD MISSION CAPITAL LLC29,052$1.18M0.03%new13F-HRTimeline
MGO ONE SEVEN LLC28,959$1.17M0.04%+1,65113F-HRTimeline
Scott Marsh Financial, LLC28,884$1.17M0.43%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,722$1.16M0.08%+6,21813F-HRTimeline
Altrius Capital Management Inc28,611$1.16M0.27%+15513F-HRTimeline
CoreCap Advisors, LLC28,531$1.16M0.05%-7913F-HRTimeline
BANK OF HAWAII28,035$1.14M0.06%+7,25013F-HRTimeline
United Asset Strategies, Inc.28,003$1.13M0.1%+15,90513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO27,997$1.13M0.02%+2,11613F-HRTimeline
Detalus Advisors, LLC27,874$1.13M0.33%+3,77813F-HRTimeline
TFB Advisors LLC27,730$1.12M0.29%+4613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…27,679$1.12M<0.01%013F-HRTimelineGroup
Krilogy Financial LLC27,624$1.12M0.06%+2,91513F-HRTimeline
Seaside Wealth Management, Inc.27,559$1.12M0.36%+34513F-HRTimeline
Outlook Wealth Advisors, LLC27,524$1.11M0.29%-30,41813F-HRTimeline
River Street Advisors LLC27,222$1.1M0.47%+2,28813F-HRTimeline
Seneca Financial Advisors LLC27,026$1.09M0.42%+44313F-HRTimeline
CORDA Investment Management, LLC.27,024$1.09M0.08%new13F-HRTimeline
Quantinno Capital Management LP26,980$1.09M<0.01%+16,01813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC26,864$1.09M0.55%+20513F-HRTimeline
Narus Financial Partners, LLC26,672$1.08M0.34%+1,00213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/26,653$1.08M<0.01%-3,00613F-HRTimelineGroup
MidAtlantic Capital Management, Inc.26,600$1.08M0.76%-41513F-HRTimeline
SageView Advisory Group, LLC26,469$1.08M0.04%-1,54813F-HRTimeline
Jackson Creek Investment Advisors LLC26,484$1.07M0.29%-67113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,262$1.06M<0.01%+2,50613F-HRTimelineGroup
Triad Wealth Partners, LLC26,148$1.06M0.21%+1,68713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.25,997$1.05M1.42%-31,55613F-HRTimeline
Kraft, Davis & Associates, LLC25,765$1.05M0.29%-94,02013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP25,818$1.05M<0.01%-5013F-HRTimelineGroup
Keystone Financial Group25,189$1.02M0.09%+1,05613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP25,133$1.02M<0.01%+17513F-HRTimelineGroup
Elios Financial Group Inc.24,916$1.01M0.46%+1,42213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC24,561$994K0.68%+5,73013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,414$989K0.29%new13F-HRTimeline
Great Diamond Partners, LLC24,351$986K0.21%+46913F-HRTimeline
Leverty Financial Group, LLC24,313$984K0.29%-32513F-HRTimeline
MGB Wealth Management, LLC24,289$983K0.32%-2,14913F-HRTimeline
Balentine LLC24,253$982K0.04%-87113F-HRTimeline
Golden State Wealth Management, LLC23,911$968K0.12%-6,02713F-HRTimeline
WealthCare Investment Partners, LLC23,820$968K0.35%+12113F-HRTimeline
Dorsey & Whitney Trust CO LLC23,782$963K0.05%013F-HRTimeline
Ridgewood Investments LLC23,776$963K0.42%+8,46213F-HRTimeline
IFG Advisors, LLC23,761$962K0.16%+38913F-HRTimeline
SYNOVUS FINANCIAL CORP23,639$957K0.01%+12,88713F-HRTimeline
BOKF, NAin group BOKF, NA23,597$955K0.02%013F-HRTimelineGroup
Wealth Advisors Northwest LLC23,513$952K0.5%-1,21713F-HRTimeline
LWM Advisory Services, LLC23,473$950K0.66%-42913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT23,308$944K0.34%+2,69913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC23,163$938K0.03%-3,39313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,935$929K0.02%-99713F-HRTimeline
HANCOCK WHITNEY CORP22,879$926K0.02%new13F-HRTimeline
Newport Capital Group, LLC22,686$919K0.62%+67613F-HRTimeline
WFA of San Diego, LLC22,552$913K0.67%13F-HRTimeline
Intrua Financial, LLC22,448$909K0.13%-11,17313F-HRTimeline
Clark Asset Management, LLC22,437$908K0.12%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.22,431$908K0.12%-8,36713F-HRTimeline
Fortis Group Advisors, LLC22,661$905K0.16%-1,35913F-HRTimeline
CALTON & ASSOCIATES, INC.22,294$903K0.16%+5,98013F-HRTimeline
World Investment Advisors22,282$902K0.02%-9,53013F-HRTimeline
Wallace Advisory Group, LLC24,369$887K0.64%-12513F-HRTimeline
Key Financial Inc21,692$878K0.18%+97413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC21,598$875K0.2%+4,25313F-HRTimeline
Strategic Blueprint, LLC21,561$873K0.04%-51313F-HRTimeline
Empirical Financial Services, LLC d.b.a…21,309$863K0.02%+1913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC21,089$854K0.06%new13F-HRTimeline
Bell Bank21,024$851K0.04%+11,78913F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC20,957$846K0.09%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC20,862$845K0.01%-36913F-HRTimeline
Allen Capital Group, LLC20,851$844K0.09%-51813F-HRTimeline
Destiny Capital Corp/CO20,843$844K0.51%-1,68813F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,833$844K0.02%+20113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,569$833K<0.01%-25,99713F-HRTimelineGroup
Fisher Asset Management, LLC20,403$826K<0.01%-4,25513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding20,195$818K-573Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,068$813K0.05%-17,42313F-HRTimelineGroup