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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,057 managers (1,070 13F filers) reported a position in SPDW shares at 2025-09-30, 565,834,575 shares in all. 79 filers opened a position and 48 filers sold out during the quarter.

Managers
1,057
13F filers
1,070
New
79
Added
437
Reduced
356
Sold out
48
Shares held by filers
565,834,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
JFS WEALTH ADVISORS, LLC66,814$2.86M0.17%+1,00313F-HRTimeline
Paladin Wealth, LLC66,108$2.83M2.05%+4,09013F-HRTimeline
Alliance Wealth Advisors, LLC /UT66,077$2.83M0.66%+9,36313F-HRTimeline
Lunt Capital Management, Inc.65,848$2.82M1.08%-5213F-HRTimeline
VISTA INVESTMENT MANAGEMENT64,759$2.77M0.97%+55413F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC63,956$2.74M4.16%+21,81713F-HRTimeline
Summit Trail Advisors, LLC63,059$2.7M0.04%013F-HRTimeline
Hutchinson Financial Advisors, INC63,172$2.7M2.65%+30,65913F-HRTimeline
Glen Eagle Advisors, LLC62,137$2.66M0.37%+11,57813F-HRTimeline
Columbia River Financial Group, LLC60,573$2.65M1.64%-8,64013F-HRTimeline
Baron Financial Group, LLC61,568$2.63M1.44%-17013F-HRTimeline
Landmark Wealth Management, LLC61,145$2.62M1.04%-1,34313F-HRTimeline
ABLE Financial Group, LLC61,120$2.62M0.57%-21113F-HRTimeline
Global Financial Private Client, LLC60,423$2.59M0.92%+6,74913F-HRTimeline
FF Advisors,LLC60,128$2.57M1.23%-95913F-HRTimeline
Sowell Financial Services LLC60,062$2.57M0.1%+5,53513F-HRTimeline
Breakwater Investment Management59,912$2.56M0.95%-84413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…59,004$2.52M<0.01%+7,47913F-HRTimelineGroup
Compound Planning, Inc.58,654$2.51M0.08%+17813F-HRTimeline
Trinity Wealth Management, LLC58,316$2.5M0.94%-42113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC58,194$2.49M0.79%-40613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,782$2.47M0.04%-6,55713F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC57,568$2.46M0.25%013F-HRTimeline
Opus Capital Group, LLC56,781$2.43M0.27%+71813F-HRTimeline
McKinley Carter Wealth Services, Inc.56,762$2.43M0.13%-1,04813F-HRTimeline
Caitlin John, LLC56,719$2.43M1.69%+53413F-HRTimeline
One Capital Management, LLC56,626$2.42M0.08%-23513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC55,622$2.38M<0.01%013F-HRTimelineGroup
PCG Wealth Advisors, LLC55,384$2.37M0.69%+7913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…55,368$2.37M<0.01%-908,39113F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.54,398$2.33M0.82%+4,42913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC54,388$2.33M0.08%+10,92613F-HRTimelineGroup
Perennial Investment Advisors, LLC53,788$2.3M0.19%+2,47713F-HRTimeline
United Asset Strategies, Inc.53,747$2.3M0.18%+25,74413F-HRTimeline
Rockbridge Investment Management, LCC53,535$2.29M0.23%-89813F-HRTimeline
Financial Connections Group, Inc.52,933$2.27M0.88%-42113F-HRTimeline
AdvisorNet Financial, Inc52,698$2.25M0.13%-3,28113F-HRTimeline
NewEdge Wealth, LLC52,027$2.25M0.03%-22513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC52,259$2.24M1.11%+42,77013F-HRTimeline
Tilson Financial Group, Inc.51,383$2.2M0.72%-3,92313F-HRTimeline
Midwest Financial Network, LLC51,248$2.19M1.78%+16,12313F-HRTimeline
Paladin Advisory Group, LLC51,138$2.19M1.71%-4,46013F-HRTimeline
ACT Advisors, LLC.50,270$2.15M0.87%-3,30913F-HRTimeline
Gainplan LLC50,222$2.15M0.91%-2,01513F-HRTimeline
Sherman Asset Management, Inc.49,761$2.13M1.84%-74013F-HRTimeline
Zhang Financial LLC49,527$2.12M0.09%+3,43913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding48,699$2.08M+385Timeline
StoneX Group Inc.in group StoneX Group Inc.48,644$2.08M0.09%-1,50413F-HRTimelineGroup
Forefront Wealth Partners, LLC48,614$2.08M0.52%+41,75313F-HRTimeline
Financial Network Wealth Advisors LLC47,658$2.04M2.23%+8,24913F-HRTimeline
Worth Financial Advisory Group, LLC47,378$2.03M1.14%+41513F-HRTimeline
Sage Mountain Advisors LLC47,171$2.02M0.12%-1,80013F-HRTimeline
Maridea Wealth Management LLC46,068$2.01M0.31%new13F-HRTimeline
Private Wealth Group, LLC46,915$2.01M1%+34,54213F-HRTimeline
Comprehensive Money Management Services…46,302$1.98M1.4%-28513F-HRTimeline
Advisory Services Network, LLC46,293$1.98M0.03%-92713F-HRTimeline
IRON Financial LLC46,053$1.97M0.94%-36413F-HRTimeline
Pineridge Advisors LLC45,482$1.95M0.56%+4,48313F-HRTimeline
Rehmann Capital Advisory Group45,451$1.94M0.11%+8,32913F-HRTimeline
Legacy Private Trust Co.45,087$1.93M0.12%-3,01513F-HRTimeline
FIRST MANHATTAN CO. LLC.44,942$1.92M0.01%-11713F-HRTimeline
Stablepoint Partners, LLC44,284$1.89M0.3%-49513F-HRTimeline
Wealthspire Retirement, LLC44,134$1.89M0.12%-33213F-HR/ATimeline
Bluespring Wealth Management, LLC43,537$1.86M0.16%-30213F-HRTimeline
Capital Planning Advisors, LLC43,395$1.86M0.26%+1,14113F-HRTimeline
Wedmont Private Capital42,863$1.86M0.07%013F-HRTimeline
GPS Wealth Strategies Group, LLC43,143$1.85M0.19%-18213F-HRTimeline
Savvy Advisors, Inc.42,865$1.83M0.08%+24,14613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41,652$1.78M0.01%+1,92813F-HRTimeline
MCF Advisors LLC41,501$1.78M0.11%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding41,264$1.77M+13,585Timeline
Apeiron RIA LLC41,218$1.76M0.4%new13F-HRTimeline
Goldstein Advisors, LLC41,140$1.76M0.21%-1,010,80913F-HRTimeline
Quantinno Capital Management LP40,653$1.74M<0.01%+13,67313F-HRTimeline
STEVENS CAPITAL PARTNERS40,618$1.74M0.52%+5,29313F-HRTimeline
Tempus Wealth Planning, LLC40,336$1.73M0.4%-1913F-HRTimeline
Coppell Advisory Solutions LLC39,844$1.7M0.18%-11,93613F-HRTimeline
Clarkston Capital Partners, LLC39,500$1.69M0.04%013F-HRTimeline
Virtue Capital Management, LLC20,947$1.69M0.27%-32,08913F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC39,398$1.69M0.41%+14,98413F-HRTimeline
McNaughton Wealth Management, LLC39,049$1.67M0.7%+14713F-HRTimeline
Barnes Wealth Management Group, Inc38,810$1.66M0.91%+2,53913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…38,623$1.65M0.06%-4,45113F-HRTimelineGroup
Krilogy Financial LLC38,072$1.65M0.06%+10,44813F-HRTimeline
Outlook Wealth Advisors, LLC38,321$1.64M0.41%+10,79713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.37,910$1.62M2.04%+11,91313F-HRTimeline
Blue Capital, Inc.37,678$1.61M1.2%+36813F-HRTimeline
COURIER CAPITAL LLC37,536$1.61M0.09%-9813F-HRTimeline
Composition Wealth, LLC37,013$1.58M0.02%+1,58813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC36,957$1.58M0.01%+1,03213F-HRTimeline
Laurel Wealth Planning LLC36,646$1.57M0.83%-55713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,352$1.56M<0.01%+10,09013F-HRTimelineGroup
Bill Few Associates, Inc.36,243$1.55M0.4%+85313F-HRTimeline
USAdvisors Wealth Management, LLC35,845$1.53M0.53%-1,12413F-HRTimeline
Eagle Strategies LLC35,633$1.52M0.2%-1313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP35,632$1.52M0.09%+6,91013F-HRTimeline
Meridian Wealth Management, LLC35,632$1.52M0.06%-22413F-HRTimeline
BALLAST ADVISORS LLC35,554$1.52M0.42%+1,14513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC34,405$1.47M0.68%+7,54113F-HRTimeline
Triad Wealth Partners, LLC34,301$1.47M0.19%+8,15313F-HRTimeline
Sterling Wealth Management, Inc.33,723$1.44M0.44%013F-HRTimeline
FreeGulliver LLC33,660$1.44M0.65%+10013F-HRTimeline
TKG Advisors, LLC33,488$1.43M0.61%-1,87413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,375$1.43M<0.01%+7,55713F-HRTimelineGroup
Great Diamond Partners, LLC33,305$1.43M0.28%+8,95413F-HRTimeline
DRAVO BAY LLC33,147$1.42M0.63%+54913F-HRTimeline
A4 Wealth Advisors LLC32,751$1.4M1.18%13F-HRTimeline
CALTON & ASSOCIATES, INC.32,404$1.39M0.21%+10,11013F-HRTimeline
Legacy Edge Advisors, LLC32,207$1.38M0.16%+1713F-HRTimeline
Clear Creek Financial Management, LLC32,159$1.38M0.12%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC31,845$1.36M0.09%013F-HRTimeline
Realta Investment Advisors31,488$1.35M0.45%+1,07913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.31,453$1.35M0.12%013F-HRTimeline
Black Diamond Financial, LLC31,341$1.34M0.15%new13F-HRTimeline
Peirce Capital Management, LLC31,302$1.34M0.56%013F-HRTimeline
Enclave Advisors LLC31,198$1.33M0.2%+1,51713F-HRTimeline
Baltimore-Washington Financial Advisors…30,762$1.32M0.06%-62713F-HRTimeline
Altrius Capital Management Inc30,682$1.31M0.3%+2,07113F-HRTimeline
TFB Advisors LLC30,389$1.3M0.38%+2,65913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC30,370$1.3M0.32%-3013F-HRTimeline
Bell Bank30,318$1.3M0.06%+9,29413F-HRTimeline
Keystone Wealth Services, LLC30,082$1.29M0.28%-1,09913F-HRTimeline
Janney Montgomery Scott LLC29,639$1.27M<0.01%+45513F-HRTimeline
Ridgewood Investments LLC29,240$1.25M0.53%+5,46413F-HRTimeline
Detalus Advisors, LLC28,875$1.24M0.32%+1,00113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp28,270$1.21M<0.01%-1,87413F-HRTimelineGroup
CORDA Investment Management, LLC.28,244$1.21M0.09%+1,22013F-HRTimeline
Golden State Wealth Management, LLC28,133$1.2M0.13%+4,22213F-HRTimeline
Kraft, Davis & Associates, LLC27,535$1.2M0.29%+1,77013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV28,030$1.2M0.21%-1,08613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/27,973$1.2M<0.01%+1,32013F-HRTimelineGroup
River Street Advisors LLC27,843$1.19M0.46%+62113F-HRTimeline
MGO ONE SEVEN LLC27,650$1.18M0.03%-1,30913F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC27,597$1.18M0.66%new13F-HRTimeline
Consolidated Portfolio Review Corp27,557$1.18M0.15%-8,74013F-HRTimeline
BANK OF HAWAII27,549$1.18M0.06%-48613F-HRTimeline
Narus Financial Partners, LLC27,517$1.18M0.32%+84513F-HR/ATimeline
Seaside Wealth Management, Inc.27,504$1.18M0.35%-5513F-HRTimeline
Brand Asset Management Group, Inc.27,483$1.18M0.33%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO27,244$1.17M0.02%-75313F-HRTimeline
Seneca Financial Advisors LLC27,132$1.16M0.38%+10613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,125$1.16M<0.01%+1,99213F-HRTimelineGroup
CoreCap Advisors, LLC26,881$1.15M0.04%-1,65013F-HRTimeline
Keystone Financial Group26,611$1.14M0.09%+1,42213F-HR/ATimeline
MidAtlantic Capital Management, Inc.26,600$1.14M0.78%013F-HRTimeline
SageView Advisory Group, LLC26,319$1.13M0.04%-15013F-HRTimeline
Balentine LLC25,663$1.1M0.04%+1,41013F-HRTimeline
FWG Investments, LLC.25,546$1.09M0.75%-6,80813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC25,471$1.09M0.44%+8,08613F-HRTimeline
MGB Wealth Management, LLC24,950$1.07M0.3%+66113F-HRTimeline
WealthCare Investment Partners, LLC24,557$1.06M0.34%+73713F-HRTimeline
BOKF, NAin group BOKF, NA24,634$1.05M0.02%+1,03713F-HRTimelineGroup
IFG Advisors, LLC23,903$1.02M0.17%+14213F-HRTimeline
Dorsey & Whitney Trust CO LLC23,782$1.02M0.05%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT23,713$1.01M0.01%-8,15613F-HRTimeline
LWM Advisory Services, LLC23,569$1.01M0.59%+9613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,560$1.01M0.05%+3,49213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC23,485$1M0.03%+2,65213F-HRTimeline
Wealth Advisors Northwest LLC23,464$1M0.49%-4913F-HRTimeline
Wallace Advisory Group, LLC24,193$980K0.79%-17613F-HRTimeline
Fortis Group Advisors, LLC22,424$976K0.17%-23713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC22,736$973K0.03%-42713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,707$972K0.02%-22813F-HRTimeline
Balboa Wealth Partners22,653$969K0.17%+9,58413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.22,431$960K0.12%013F-HRTimeline
HANCOCK WHITNEY CORP22,424$960K0.02%-45513F-HRTimeline
WFA of San Diego, LLC22,424$960K0.66%-12813F-HRTimeline
Key Financial Inc22,187$957K0.18%+49513F-HRTimeline
Plan A Wealth LLC22,156$948K0.48%-28,34413F-HRTimeline
Newport Capital Group, LLC22,104$946K0.59%-58213F-HRTimeline
Medallion Wealth Advisors, LLC21,972$940K0.33%+2,75813F-HRTimeline
Sequoia Financial Advisors, LLC21,936$939K0.01%+1,07413F-HRTimeline
Strategic Blueprint, LLC21,358$914K0.04%-20313F-HRTimeline
Vise Technologies, Inc.21,341$913K0.03%+1,63813F-HRTimeline
Clark Asset Management, LLC21,288$911K0.11%-1,14913F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC21,237$906K0.09%+28013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,891$894K<0.01%+2,99213F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT20,870$893K0.29%-2,43813F-HRTimeline
Destiny Capital Corp/CO20,843$892K0.49%013F-HRTimeline
Intrua Financial, LLC20,828$891K0.1%-1,62013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC20,748$888K0.17%-85013F-HRTimeline
Allen Capital Group, LLC20,689$885K0.08%-16213F-HRTimeline
Leverty Financial Group, LLC20,634$883K0.23%-3,67913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,569$880K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors20,195$864K0.12%013F-HRTimelineGroup
Rock Point Advisors, LLC20,098$860K0.23%+69413F-HRTimeline
Chicago Capital, LLC20,000$856K0.02%new13F-HRTimeline
Csenge Advisory Group19,780$846K0.04%-76,43313F-HRTimeline
Aletheian Wealth Advisors LLC19,604$839K0.39%013F-HRTimeline
Uptown Financial Advisors LLC19,546$836K0.74%-7913F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC19,482$834K<0.01%-25,02713F-HRTimelineGroup
Canal Capital Management, LLC19,461$833K0.13%+6413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,457$833K0.01%+4,38013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC19,377$829K0.06%-1,71213F-HRTimeline
Sharkey, Howes & Javer19,271$825K0.11%-111,89113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,061$816K<0.01%013F-HRTimelineGroup
BALANCED WEALTH GROUP LLC20,082$812K0.36%013F-HRTimeline
Rooted Wealth Advisors, Inc.18,620$811K0.25%-813F-HRTimeline
WealthShield Partners, LLC18,963$811K0.09%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,945$811K0.01%+72913F-HRTimelineGroup