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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,193 managers (1,208 13F filers) reported a position in SPDW shares at 2026-03-31, 658,238,534 shares in all. 94 filers opened a position and 49 filers sold out during the quarter.

Managers
1,193
13F filers
1,208
New
94
Added
474
Reduced
410
Sold out
49
Shares held by filers
658,238,534

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OPTIMA CAPITAL LLC83,365$3.81M1.77%+4,18113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC83,275$3.8M0.02%+36,17513F-HRTimeline
PRIVATE TRUST CO NA82,717$3.78M0.34%+2,34613F-HRTimeline
Gladstone Institutional Advisory LLC82,620$3.77M0.14%+96413F-HRTimeline
Downshift Financial, LLC77,837$3.75M1.94%+4,61613F-HRTimeline
Koshinski Asset Management, Inc.81,795$3.73M0.23%-3,79513F-HRTimeline
LOWE BROCKENBROUGH & CO INC81,222$3.71M0.18%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.80,956$3.7M2.31%-10,96913F-HRTimeline
Larson Financial Group LLC80,817$3.69M0.12%-8,92813F-HRTimeline
Rossby Financial, LCC79,418$3.69M0.77%+78,80013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC80,731$3.69M0.97%-1,12813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.79,065$3.61M0.24%+87913F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd77,297$3.53M0.07%new13F-HRTimeline
Quent Capital, LLC76,866$3.51M0.25%-89113F-HRTimeline
Global Financial Private Client, LLC76,482$3.49M1.14%-1,61713F-HRTimeline
World Investment Advisors76,166$3.48M0.06%+95913F-HRTimeline
Equita Financial Network, Inc.75,783$3.46M1.09%-1,01513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…75,134$3.43M<0.01%-1,439,52313F-HRTimelineGroup
SkyOak Wealth, LLC74,400$3.4M0.62%+52213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC74,339$3.39M1.62%+22,74413F-HRTimeline
American Investment Services, Inc.73,823$3.37M0.75%-2,34913F-HRTimeline
VISTA INVESTMENT MANAGEMENT73,683$3.36M1.13%+2,06413F-HRTimeline
21 West Wealth Management LLC71,571$3.27M3.03%-1,45013F-HRTimeline
Sowell Financial Services LLC70,182$3.2M0.12%+8,35513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…70,161$3.2M<0.01%+2,06913F-HRTimelineGroup
NORDEN GROUP LLC69,049$3.15M0.3%+57013F-HRTimeline
Virtue Capital Management, LLC70,840$3.13M0.48%-2,25213F-HRTimeline
Forefront Wealth Partners, LLC68,149$3.11M1.3%+7,85413F-HRTimeline
Prime Capital Investment Advisors, LLC67,959$3.1M0.04%-2,64313F-HRTimeline
Life Planning Partners, Inc67,750$3.09M2.36%-46013F-HRTimeline
SageView Advisory Group, LLC67,713$3.09M0.11%+45,95913F-HRTimeline
Apeiron RIA LLC67,197$3.07M0.71%+23,41513F-HRTimeline
Mattson Financial Services, LLC67,188$3.07M0.73%-1,97413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC66,903$3.05M0.46%-4,56413F-HRTimeline
Savvy Advisors, Inc.66,780$3.05M0.08%+26213F-HRTimeline
Parallel Advisors, LLC66,602$3.04M0.05%-8,86313F-HR/ATimeline
TRB Wealth Management, LLC66,492$3.04M0.43%13F-HRTimeline
TBH Global Asset Management, LLC66,442$3.03M0.61%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD65,613$3M1.79%-5,26513F-HRTimeline
JFS WEALTH ADVISORS, LLC65,004$2.97M0.17%-95713F-HRTimeline
WLTH Capital Management, LLC64,706$2.95M2.32%-73713F-HR/ATimeline
Landmark Wealth Management, LLC64,240$2.93M0.79%+4,75913F-HRTimeline
Trinity Wealth Management, LLC63,831$2.91M1.07%+19113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding63,630$2.9M+14,513Timeline
Columbia River Financial Group, LLC63,308$2.89M1.68%+1,03513F-HRTimeline
FF Advisors,LLC59,728$2.88M1.17%-8513F-HRTimeline
Walsh & Associates, LLC63,051$2.88M2.85%+1,06113F-HRTimeline
SIMON QUICK ADVISORS, LLC62,624$2.86M0.13%-41313F-HRTimeline
Zhang Financial LLC62,600$2.86M0.1%+13,55113F-HRTimeline
United Asset Strategies, Inc.62,588$2.86M0.23%+8,90013F-HRTimeline
Lunt Capital Management, Inc.62,490$2.85M1.1%-1,79813F-HRTimeline
Rehmann Capital Advisory Group61,400$2.8M0.15%+13,95913F-HRTimeline
ABLE Financial Group, LLC60,648$2.77M0.54%-42213F-HRTimeline
Baron Financial Group, LLC60,578$2.77M1.49%-32013F-HRTimeline
Bell Bank60,229$2.75M0.12%+10,87813F-HRTimeline
Midwest Financial Network, LLC60,109$2.74M2.18%-38,06813F-HRTimeline
OneDigital Investment Advisors LLC60,070$2.74M0.03%-8,48313F-HRTimeline
Breakwater Investment Management59,550$2.72M1.01%-22313F-HRTimeline
Chicago Capital, LLC58,000$2.65M0.07%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC57,563$2.63M0.26%013F-HR/ATimeline
Carroll Advisory Group, LLC57,389$2.62M1.02%-9,70613F-HRTimeline
Livet Wealth, LLC56,877$2.6M1.65%-5313F-HRTimeline
Janney Montgomery Scott LLC56,660$2.59M0.01%+90413F-HRTimeline
Opus Capital Group, LLC56,401$2.58M0.28%-24813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC55,979$2.56M0.09%-6,59713F-HRTimelineGroup
Sharkey, Howes & Javer55,145$2.52M0.34%-5,60313F-HRTimeline
FIRST MANHATTAN CO. LLC.55,113$2.52M0.01%-513F-HRTimeline
AdvisorNet Financial, Inc55,084$2.51M0.13%+1,53713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP53,908$2.46M0.14%+8,16513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC53,830$2.46M0.77%-4,01613F-HRTimeline
Financial Network Wealth Advisors LLC53,778$2.45M2.51%+3,92613F-HRTimeline
Compound Planning, Inc.53,776$2.45M0.08%-5,00913F-HRTimeline
Idaho Trust Co53,034$2.42M0.79%-24,00813F-HRTimeline
Financial Connections Group, Inc.52,840$2.41M0.84%-32913F-HRTimeline
Hibernia Wealth Partners, LLC52,219$2.38M0.7%+15,50613F-HRTimeline
NewEdge Wealth, LLC52,036$2.38M0.03%013F-HRTimeline
Rockbridge Investment Management, LCC51,430$2.35M0.21%-1,11413F-HRTimeline
Wedmont Private Capital48,645$2.35M0.08%+28713F-HRTimeline
EP Wealth Advisors, LLC51,415$2.35M0.01%-37,92213F-HRTimeline
Sherman Asset Management, Inc.51,411$2.35M2.16%+3,04113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC51,267$2.34M<0.01%-28,59313F-HRTimelineGroup
Econ Financial Services Corp51,235$2.34M1.09%+45,17513F-HRTimeline
Gainplan LLC51,172$2.34M1.75%-2713F-HRTimeline
Tilson Financial Group, Inc.50,999$2.33M0.7%-17413F-HRTimeline
Perennial Investment Advisors, LLC50,855$2.32M0.19%-2,86913F-HRTimeline
HRT FINANCIAL LP50,700$2.31M0.01%new13F-HRTimeline
Arkadios Wealth Advisors50,430$2.3M0.04%+33,47713F-HRTimeline
Stablepoint Partners, LLC49,722$2.27M0.34%+3,95413F-HRTimeline
Capital Planning Advisors, LLC49,088$2.24M0.32%+4,06813F-HRTimeline
Private Wealth Group, LLC48,865$2.23M1.04%+95713F-HR/ATimeline
PINNACLE ASSOCIATES LTD47,986$2.19M0.03%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…47,986$2.19M0.15%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.47,601$2.17M3.91%-2,99013F-HRTimeline
Sage Mountain Advisors LLC47,171$2.15M0.15%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC46,431$2.12M0.15%-69,17313F-HRTimelineGroup
Andrews Advisory Associates, LLC46,252$2.11M1.11%-5,87513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC46,157$2.11M0.44%-1,20813F-HRTimeline
Triad Wealth Partners, LLC45,935$2.1M0.17%+13,78713F-HRTimeline
INVESTMENT PARTNERS, LTD.45,918$2.1M0.75%-1,41113F-HRTimeline
Comprehensive Money Management Services…45,597$2.08M1.37%-59513F-HRTimeline
ACT Advisors, LLC.45,214$2.06M0.88%-3,70813F-HRTimeline
Maridea Wealth Management LLC44,793$2.04M0.3%-3,51613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT44,616$2.01M0.59%+21,74813F-HRTimeline
IRON Financial LLC43,807$2M0.87%-16513F-HRTimeline
McNaughton Wealth Management, LLC43,645$1.99M0.82%+2,65813F-HRTimeline
Bluespring Wealth Management, LLC43,537$1.99M0.17%013F-HRTimeline
Tempus Wealth Planning, LLC43,123$1.97M0.45%+1,88813F-HRTimeline
Enclave Advisors LLC42,987$1.96M0.28%+2,91913F-HRTimeline
PCG Wealth Advisors, LLC42,560$1.94M0.49%-23,13213F-HRTimeline
Realta Investment Advisors42,541$1.94M0.67%+8,83913F-HRTimeline
Legacy Private Trust Co.42,339$1.93M0.12%-2,12913F-HRTimeline
Outlook Wealth Advisors, LLC41,689$1.9M0.46%-4,95913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.41,521$1.9M<0.01%+4,06213F-HRTimelineGroup
MCF Advisors LLC41,315$1.89M0.08%013F-HRTimeline
Barnes Wealth Management Group, Inc41,310$1.89M0.96%+4,29013F-HRTimeline
Krilogy Financial LLC38,338$1.87M0.06%+5913F-HRTimeline
Bill Few Associates, Inc.40,865$1.87M0.45%+2,06413F-HRTimeline
HUB Investment Partners, LLC40,819$1.86M0.05%+34,25413F-HRTimeline
Roan Capital Partners40,500$1.85M1.71%13F-HRTimeline
Alliance Wealth Advisors, LLC /UT40,411$1.84M0.4%-12,70613F-HRTimeline
WealthPoint Financial, LLC40,249$1.84M1.54%+5,71613F-HR/ATimeline
Wealthspire Retirement, LLC40,090$1.83M0.11%-30613F-HRTimeline
Clarkston Capital Partners, LLC39,500$1.8M0.14%013F-HRTimeline
PW ADVISORS, LLC \ FL39,101$1.78M1.34%-65513F-HRTimeline
Sanchez Gaunt Capital Management, LLC39,042$1.78M1.11%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC38,715$1.77M0.01%-37913F-HRTimeline
TKG Advisors, LLC38,280$1.75M0.72%+5,11013F-HRTimeline
Composition Wealth, LLC38,061$1.74M0.02%+1,43013F-HRTimeline
Bison Wealth, LLC34,417$1.73M0.17%+12,11613F-HRTimeline
Fullerton Advisors, LLC37,018$1.69M1.75%-40013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC36,473$1.66M0.12%+2,83413F-HRTimeline
Vise Technologies, Inc.37,480$1.66M0.03%013F-HRTimeline
Blue Capital, Inc.36,181$1.65M1.08%+22713F-HRTimeline
Black Diamond Financial, LLC36,139$1.65M0.18%+2,26713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC36,043$1.65M0.69%+3913F-HRTimeline
Vericrest Private Wealth35,864$1.64M1.47%-50813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,816$1.64M<0.01%+43913F-HRTimelineGroup
Eagle Strategies LLC35,603$1.63M0.19%+69013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,837$1.59M<0.01%+9,93313F-HRTimelineGroup
True North Advisors, LLC34,667$1.58M0.18%-61913F-HRTimeline
Ridgewood Investments LLC34,524$1.58M0.64%13F-HRTimeline
Laurel Wealth Planning LLC34,296$1.57M0.83%-72413F-HRTimeline
Sigma Planning Corp34,239$1.56M0.04%+15,38913F-HRTimeline
Meridian Wealth Management, LLC34,205$1.56M0.06%-66313F-HRTimeline
DRAVO BAY LLC34,122$1.56M0.63%+1,06913F-HRTimeline
BALLAST ADVISORS LLC33,815$1.54M0.45%-1,02513F-HR/ATimeline
Great Diamond Partners, LLC33,814$1.54M0.3%+7,71613F-HRTimeline
CALTON & ASSOCIATES, INC.33,752$1.54M0.22%+1,85613F-HRTimeline
COURIER CAPITAL LLC33,740$1.54M0.09%-23013F-HR/ATimeline
PCB Capital LLC33,697$1.54M2.42%+3,96713F-HRTimeline
CORDA Investment Management, LLC.33,675$1.54M0.11%+3,21513F-HRTimeline
USAdvisors Wealth Management, LLC34,463$1.52M0.51%-1,14813F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC33,256$1.52M0.74%013F-HRTimeline
FreeGulliver LLC33,152$1.51M0.64%-10413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,132$1.51M0.05%-1,78213F-HRTimelineGroup
Altrius Capital Management Inc33,084$1.51M0.3%+90513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,604$1.49M0.02%-43,54713F-HRTimelineGroup
Legacy Edge Advisors, LLC32,096$1.47M0.15%-51713F-HRTimeline
Goldstein Advisors, LLC32,058$1.46M0.16%-2,45013F-HRTimeline
Sterling Wealth Management, Inc.31,918$1.46M0.4%013F-HRTimeline
DAGCO, INC.31,754$1.45M0.31%new13F-HRTimeline
Integrity Wealth Partners, LLC31,664$1.45M1.3%13F-HRTimeline
Independent Wealth Network Inc.31,593$1.44M0.43%+26,75513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC31,536$1.44M0.33%+113F-HRTimeline
GERMAN AMERICAN BANCORP, INC.31,453$1.44M0.12%013F-HRTimeline
Peirce Capital Management, LLC31,302$1.43M0.56%013F-HRTimeline
Keystone Wealth Services, LLC30,942$1.41M0.3%+1,62413F-HRTimeline
River Street Advisors LLC30,752$1.4M0.47%+1,28113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC30,419$1.39M0.1%013F-HRTimeline
Paladin Advisory Group, LLC30,320$1.38M1.05%+413F-HRTimeline
Ruggiero Investments, Inc.30,173$1.38M1.33%new13F-HRTimeline
RED REEF ADVISORS LLC29,979$1.37M1.43%+2,17113F-HRTimeline
Detalus Advisors, LLC29,626$1.35M0.31%-5,98913F-HRTimeline
Narus Financial Partners, LLC29,508$1.35M0.35%+1,68413F-HRTimeline
Fisher Asset Management, LLC29,387$1.34M<0.01%+20,73213F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC29,243$1.33M0.47%-1,04913F-HRTimeline
Keystone Financial Group28,857$1.32M0.09%+1,58313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC29,635$1.31M0.13%+7,06813F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC28,593$1.31M0.11%new13F-HRTimelineGroup
Caitlin John, LLC28,151$1.29M0.77%-16,91913F-HRTimeline
Seaside Wealth Management, Inc.27,878$1.27M0.36%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV27,751$1.27M0.23%+7213F-HRTimeline
Brand Asset Management Group, Inc.27,674$1.26M0.33%+11613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP27,613$1.26M<0.01%-613F-HRTimelineGroup
Seneca Financial Advisors LLC27,609$1.26M0.37%013F-HRTimeline
Baltimore-Washington Financial Advisors…27,562$1.26M0.05%-2,16913F-HRTimeline
Balboa Wealth Partners27,397$1.25M0.21%-4,14613F-HRTimeline
BANK OF HAWAII27,243$1.24M0.07%-30613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …26,980$1.23M0.01%+6,48913F-HRTimelineGroup
Kelman-Lazarov, Inc.26,793$1.22M0.18%+4,20913F-HRTimeline
CoreCap Advisors, LLC26,672$1.22M0.04%-48413F-HRTimeline
Petersen Hastings Wealth Advisors Inc.26,220$1.2M0.11%+70313F-HRTimeline
MidAtlantic Capital Management, Inc.26,170$1.19M0.82%-44513F-HRTimeline
October Effect Ltd25,653$1.17M1.35%+7,33813F-HRTimeline
GLR Partners, LLC25,649$1.17M0.64%13F-HRTimeline
Tannin Capital LLC25,485$1.16M0.84%-1,23313F-HRTimeline
Fortis Group Advisors, LLC23,741$1.16M0.19%-66413F-HRTimeline
HANCOCK WHITNEY CORP24,699$1.13M0.02%+84513F-HRTimeline
WealthCare Investment Partners, LLC24,499$1.12M0.31%-82013F-HRTimeline
U.S. Capital Wealth Advisors, LLC24,418$1.11M0.03%-67013F-HRTimeline