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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,149 managers (1,164 13F filers) reported a position in SPDW shares at 2025-12-31, 608,936,596 shares in all. 69 filers opened a position and 43 filers sold out during the quarter.

Managers
1,149
13F filers
1,164
New
69
Added
509
Reduced
329
Sold out
43
Shares held by filers
608,936,596

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Equita Financial Network, Inc.76,798$3.41M1.03%+2813F-HRTimeline
American Investment Services, Inc.76,172$3.38M0.79%-3,95613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…76,151$3.38M0.04%+18,36913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC75,868$3.37M0.08%+6,42813F-HRTimeline
Parallel Advisors, LLC75,465$3.35M0.06%-5,31813F-HRTimeline
World Investment Advisors75,207$3.34M0.05%+57,06013F-HR/ATimeline
BLAIR WILLIAM & CO/IL74,507$3.31M0.01%+6,79913F-HRTimeline
Virtue Capital Management, LLC73,092$3.28M0.51%+52,14513F-HR/ATimeline
SkyOak Wealth, LLC73,878$3.28M0.59%+8513F-HRTimeline
One Capital Management, LLC73,176$3.25M0.1%+16,55013F-HRTimeline
21 West Wealth Management LLC73,021$3.24M2.96%+56813F-HRTimeline
WLTH Capital Management, LLC65,443$3.19M2.47%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT71,619$3.18M1.05%+6,86013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC71,467$3.17M0.5%-13,14113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD70,878$3.15M2.06%-71313F-HRTimeline
Prime Capital Investment Advisors, LLC70,602$3.14M0.04%-2,48613F-HRTimeline
Summit Trail Advisors, LLC69,571$3.09M0.05%+6,51213F-HRTimeline
Mattson Financial Services, LLC69,162$3.07M0.72%-4,99013F-HRTimeline
OneDigital Investment Advisors LLC68,553$3.04M0.03%-8,13713F-HRTimeline
NORDEN GROUP LLC68,479$3.04M0.3%-88113F-HRTimeline
Life Planning Partners, Inc68,210$3.03M2.32%-18,22613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…68,092$3.02M<0.01%+9,08813F-HRTimelineGroup
Carroll Advisory Group, LLC67,095$2.98M1.29%13F-HRTimeline
Savvy Advisors, Inc.66,518$2.95M0.1%+23,65313F-HRTimeline
Thompson David Blair66,491$2.95M1.68%13F-HRTimeline
JFS WEALTH ADVISORS, LLC65,961$2.93M0.17%-85313F-HRTimeline
PCG Wealth Advisors, LLC65,692$2.92M0.83%+10,30813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding63,231$2.91M-5,703Timeline
Lunt Capital Management, Inc.64,288$2.86M1.07%-1,56013F-HRTimeline
Trinity Wealth Management, LLC63,640$2.83M1.04%+5,32413F-HRTimeline
SIMON QUICK ADVISORS, LLC63,037$2.8M0.12%-8,73213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC62,576$2.78M0.1%+8,18813F-HRTimelineGroup
Columbia River Financial Group, LLC62,273$2.77M1.7%+1,70013F-HRTimeline
Walsh & Associates, LLC61,990$2.75M2.71%13F-HRTimeline
Sowell Financial Services LLC61,827$2.75M0.1%+1,76513F-HRTimeline
Glen Eagle Advisors, LLC61,678$2.74M0.37%-45913F-HRTimeline
ABLE Financial Group, LLC61,070$2.71M0.55%-5013F-HRTimeline
Baron Financial Group, LLC60,898$2.7M1.45%-67013F-HRTimeline
Sharkey, Howes & Javer60,748$2.7M0.34%+41,47713F-HRTimeline
Forefront Wealth Partners, LLC60,295$2.68M1.27%+11,68113F-HRTimeline
Modern Wealth Management, LLC60,080$2.67M0.05%-40,23713F-HRTimeline
FF Advisors,LLC59,813$2.66M1.18%-31513F-HRTimeline
Breakwater Investment Management59,773$2.65M0.96%-13913F-HRTimeline
Landmark Wealth Management, LLC59,481$2.64M1.01%-1,66413F-HRTimeline
Compound Planning, Inc.58,785$2.61M0.08%+13113F-HRTimeline
Chicago Capital, LLC58,000$2.58M0.06%+38,00013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC57,846$2.57M0.77%-34813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding57,629$2.56M+16,365Timeline
Kohmann Bosshard Financial Services, LLC57,563$2.56M0.23%-513F-HRTimeline
Livet Wealth, LLC56,930$2.53M1.56%13F-HRTimeline
Opus Capital Group, LLC56,649$2.52M0.27%-13213F-HRTimeline
Janney Montgomery Scott LLC55,756$2.48M0.01%+26,11713F-HRTimeline
FIRST MANHATTAN CO. LLC.55,118$2.45M0.01%+10,17613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,891$2.44M0.04%+35,43413F-HRTimelineGroup
Perennial Investment Advisors, LLC53,724$2.39M0.19%-6413F-HRTimeline
United Asset Strategies, Inc.53,688$2.38M0.18%-5913F-HRTimeline
AdvisorNet Financial, Inc53,547$2.38M0.13%+84913F-HRTimeline
Financial Connections Group, Inc.53,169$2.36M0.81%+23613F-HRTimeline
Clear Creek Financial Management, LLC53,147$2.36M0.19%+20,98813F-HRTimeline
Alliance Wealth Advisors, LLC /UT53,117$2.36M0.51%-12,96013F-HRTimeline
Rockbridge Investment Management, LCC52,544$2.33M0.22%-99113F-HRTimeline
Andrews Advisory Associates, LLC52,127$2.31M1.23%13F-HRTimeline
NewEdge Wealth, LLC52,036$2.31M0.03%+913F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC51,595$2.29M1.05%-66413F-HRTimeline
Gainplan LLC51,199$2.27M0.85%+97713F-HRTimeline
Tilson Financial Group, Inc.51,173$2.27M0.7%-21013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.50,591$2.25M4.31%+12,68113F-HRTimeline
Financial Network Wealth Advisors LLC49,852$2.21M2.31%+2,19413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.49,487$2.21M0.1%+84313F-HRTimelineGroup
Wedmont Private Capital48,358$2.2M0.08%+5,49513F-HRTimeline
Bell Bank49,351$2.19M0.09%+19,03313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding49,117$2.18M+418Timeline
Zhang Financial LLC49,049$2.18M0.08%-47813F-HRTimeline
ACT Advisors, LLC.48,922$2.17M0.86%-1,34813F-HRTimeline
Worth Financial Advisory Group, LLC48,642$2.16M1.05%+1,26413F-HRTimeline
Sherman Asset Management, Inc.48,370$2.15M1.82%-1,39113F-HRTimeline
Maridea Wealth Management LLC48,309$2.15M0.32%+2,24113F-HRTimeline
Private Wealth Group, LLC47,908$2.13M1.02%+99313F-HRTimeline
Rehmann Capital Advisory Group47,441$2.11M0.11%+1,99013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC47,365$2.1M0.47%+7,96713F-HRTimeline
INVESTMENT PARTNERS, LTD.47,329$2.1M0.74%-7,06913F-HRTimeline
Sage Mountain Advisors LLC47,171$2.09M0.11%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC47,100$2.09M0.01%+5,44813F-HRTimeline
Outlook Wealth Advisors, LLC46,648$2.07M0.47%+8,32713F-HRTimeline
Apeiron RIA LLC43,782$2.06M0.42%+2,56413F-HRTimeline
Comprehensive Money Management Services…46,192$2.05M1.41%-11013F-HRTimeline
Stablepoint Partners, LLC45,768$2.03M0.32%+1,48413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP45,743$2.03M0.11%+10,11113F-HRTimeline
Caitlin John, LLC45,070$2M1.31%-11,64913F-HRTimeline
Capital Planning Advisors, LLC45,020$2M0.27%+1,62513F-HRTimeline
Gambit Capital Management, LLC44,545$1.98M1.42%13F-HRTimeline
STEVENS CAPITAL PARTNERS44,481$1.98M0.52%+3,86313F-HRTimeline
Legacy Private Trust Co.44,468$1.97M0.12%-61913F-HRTimeline
IRON Financial LLC43,972$1.95M0.9%-2,08113F-HRTimeline
Bluespring Wealth Management, LLC43,537$1.93M0.17%013F-HRTimeline
MCF Advisors LLC41,315$1.83M0.1%-18613F-HRTimeline
Tempus Wealth Planning, LLC41,235$1.83M0.42%+89913F-HRTimeline
McNaughton Wealth Management, LLC40,987$1.82M0.75%+1,93813F-HRTimeline
Krilogy Financial LLC38,279$1.8M0.06%+20713F-HRTimeline
Wealthspire Retirement, LLC40,396$1.79M0.11%-3,73813F-HRTimeline
Enclave Advisors LLC40,068$1.78M0.25%+8,87013F-HRTimeline
McKinley Carter Wealth Services, Inc.40,045$1.78M0.1%-16,71713F-HRTimeline
PW ADVISORS, LLC \ FL39,756$1.77M1.42%13F-HRTimeline
Clarkston Capital Partners, LLC39,500$1.75M0.04%013F-HRTimeline
Caliber Wealth Management, LLC / KS39,263$1.74M0.19%-41,49713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC39,094$1.74M0.01%+2,13713F-HRTimeline
Bill Few Associates, Inc.38,801$1.72M0.42%+2,55813F-HRTimeline
Vise Technologies, Inc.37,480$1.66M0.03%+16,13913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,459$1.66M<0.01%+1,10713F-HRTimelineGroup
Fullerton Advisors, LLC37,418$1.66M1.66%13F-HRTimeline
Barnes Wealth Management Group, Inc37,020$1.64M0.88%-1,79013F-HRTimeline
Hibernia Wealth Partners, LLC36,713$1.63M0.49%+17,90413F-HRTimeline
Composition Wealth, LLC36,631$1.63M0.02%-38213F-HRTimeline
Vericrest Private Wealth36,372$1.62M1.44%13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC36,004$1.6M0.7%+1,59913F-HRTimeline
Blue Capital, Inc.35,954$1.6M1.14%-1,72413F-HRTimeline
Detalus Advisors, LLC35,615$1.58M0.39%+6,74013F-HRTimeline
USAdvisors Wealth Management, LLC35,611$1.58M0.52%-23413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,377$1.57M<0.01%+2,00213F-HRTimelineGroup
True North Advisors, LLC35,286$1.57M0.2%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC35,138$1.56M0.04%new13F-HRTimeline
Laurel Wealth Planning LLC35,020$1.56M0.86%-1,62613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,914$1.55M0.05%-3,70913F-HRTimelineGroup
Eagle Strategies LLC34,913$1.55M0.2%-72013F-HRTimeline
Meridian Wealth Management, LLC34,868$1.55M0.05%-76413F-HRTimeline
BALLAST ADVISORS LLC34,840$1.55M0.43%-71413F-HRTimeline
WealthPoint Financial, LLC34,533$1.53M1.33%13F-HRTimeline
Goldstein Advisors, LLC34,508$1.53M0.17%-6,63213F-HRTimeline
Qube Research & Technologies Ltd34,417$1.53M<0.01%+33,19913F-HRTimeline
COURIER CAPITAL LLC33,970$1.51M0.08%-3,56613F-HRTimeline
Black Diamond Financial, LLC33,872$1.5M0.16%+2,53113F-HRTimeline
Realta Investment Advisors33,702$1.5M0.49%+2,21413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC33,639$1.49M0.11%+14,26213F-HRTimeline
FreeGulliver LLC33,256$1.48M0.66%-40413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC33,256$1.48M0.77%+5,65913F-HRTimeline
TKG Advisors, LLC33,170$1.47M0.59%-31813F-HRTimeline
DRAVO BAY LLC33,053$1.47M0.61%-9413F-HRTimeline
Pinnacle Family Advisors, LLC33,040$1.47M0.65%-43,49313F-HRTimeline
Legacy Edge Advisors, LLC32,613$1.45M0.16%+40613F-HRTimeline
Altrius Capital Management Inc32,179$1.43M0.3%+1,49713F-HRTimeline
Triad Wealth Partners, LLC32,148$1.43M0.14%-2,15313F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…32,000$1.42M0.29%13F-HRTimeline
Sterling Wealth Management, Inc.31,918$1.42M0.4%-1,80513F-HRTimeline
CALTON & ASSOCIATES, INC.31,896$1.42M0.21%-50813F-HRTimeline
Balboa Wealth Partners31,543$1.4M0.23%+8,89013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC31,535$1.4M0.33%+1,16513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.31,453$1.4M0.12%013F-HRTimeline
Peirce Capital Management, LLC31,302$1.39M0.55%013F-HRTimeline
TFB Advisors LLC30,630$1.36M0.38%+24113F-HRTimeline
CORDA Investment Management, LLC.30,460$1.35M0.1%+2,21613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,419$1.35M0.09%-1,42613F-HRTimeline
Kraft, Davis & Associates, LLC29,389$1.35M0.3%+1,85413F-HRTimeline
Paladin Advisory Group, LLC30,316$1.35M0.98%-20,82213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC30,292$1.35M0.49%+4,82113F-HRTimeline
Golden State Wealth Management, LLC30,084$1.34M0.14%+1,95113F-HRTimeline
Baltimore-Washington Financial Advisors…29,731$1.32M0.05%-1,03113F-HRTimeline
PCB Capital LLC29,730$1.32M2.12%13F-HRTimeline
River Street Advisors LLC29,471$1.31M0.49%+1,62813F-HRTimeline
Keystone Wealth Services, LLC29,318$1.3M0.27%-76413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,599$1.27M0.08%+5,03913F-HRTimelineGroup
LWM Advisory Services, LLC28,106$1.25M0.73%+4,53713F-HRTimeline
MGO ONE SEVEN LLC27,889$1.24M0.03%+23913F-HRTimeline
Seaside Wealth Management, Inc.27,878$1.24M0.35%+37413F-HRTimeline
Narus Financial Partners, LLC27,824$1.24M0.34%+30713F-HRTimeline
RED REEF ADVISORS LLC27,808$1.23M1.26%13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV27,679$1.23M0.22%-35113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,619$1.23M<0.01%+49413F-HRTimelineGroup
Seneca Financial Advisors LLC27,609$1.23M0.37%+47713F-HRTimeline
Brand Asset Management Group, Inc.27,558$1.22M0.34%+7513F-HRTimeline
BANK OF HAWAII27,549$1.22M0.06%013F-HRTimeline
Keystone Financial Group27,274$1.21M0.09%+66313F-HRTimeline
CoreCap Advisors, LLC27,156$1.21M0.04%+27513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO26,923$1.2M0.02%-32113F-HRTimeline
MGB Wealth Management, LLC26,865$1.19M0.34%+1,91513F-HRTimeline
Tannin Capital LLC26,718$1.19M1.06%13F-HRTimeline
MidAtlantic Capital Management, Inc.26,615$1.18M0.76%+1513F-HRTimeline
Great Diamond Partners, LLC26,098$1.16M0.22%-7,20713F-HRTimeline
Fortis Group Advisors, LLC24,405$1.15M0.19%+1,98113F-HRTimeline
WealthCare Investment Partners, LLC25,319$1.14M0.33%+76213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.25,517$1.13M0.11%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp25,412$1.13M<0.01%-2,85813F-HR/ATimelineGroup
FWG Investments, LLC.25,336$1.13M0.72%-21013F-HRTimeline
U.S. Capital Wealth Advisors, LLC25,088$1.11M0.03%+1,60313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,904$1.11M<0.01%-3,06913F-HRTimelineGroup
BOKF, NAin group BOKF, NA24,634$1.09M0.02%013F-HRTimelineGroup
PFG Advisors24,377$1.08M0.05%-89,17113F-HRTimeline
IFG Advisors, LLC24,327$1.08M0.18%+42413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC24,268$1.08M0.02%+1,56113F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC24,125$1.07M0.15%13F-HRTimeline
Hopwood Nicholas Hunter24,063$1.07M0.35%13F-HRTimeline
HANCOCK WHITNEY CORP23,854$1.06M0.02%+1,43013F-HRTimeline
A4 Wealth Advisors LLC23,669$1.05M0.91%-9,08213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC23,610$1.05M0.83%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC23,571$1.05M0.03%+83513F-HRTimeline
Wallace Advisory Group, LLC23,377$1.04M1.09%-81613F-HRTimeline
Key Financial Inc23,137$1.03M0.19%+95013F-HRTimeline
Sequoia Financial Advisors, LLC22,936$1.02M0.01%+1,00013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT22,868$1.02M0.31%+1,99813F-HRTimeline
Wealth Advisors Northwest LLC22,844$1.01M0.45%-62013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC22,567$1.01M0.1%+1,33013F-HRTimelineGroup