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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,219 managers (1,237 13F filers) reported a position in SPDW shares at 2026-06-30, 625,333,973 shares in all. 91 filers opened a position and 53 filers sold out during the quarter.

Managers
1,219
13F filers
1,237
New
91
Added
528
Reduced
418
Sold out
53
Shares held by filers
625,333,973

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
GLR Partners, LLC25,254$1.27M0.59%-39513F-HRTimeline
WealthCare Investment Partners, LLC24,811$1.25M0.3%+31213F-HRTimeline
Vantus Wealth LLC24,748$1.25M0.67%13F-HRTimeline
Aegis Wealth Management, Inc.24,454$1.23M0.8%+4,58113F-HRTimeline
Regal Investment Advisors LLC24,379$1.23M0.06%+13,36313F-HRTimeline
Cannon Financial Strategists, Inc.24,362$1.23M0.14%+2113F-HRTimeline
Csenge Advisory Group24,348$1.23M0.05%+1,92813F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC24,125$1.22M0.15%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC24,075$1.21M0.84%+27513F-HRTimeline
Mosley Wealth Management24,027$1.21M0.39%+20,97913F-HRTimeline
Fortis Group Advisors, LLC23,741$1.2M0.19%013F-HRTimeline
BOKF, NAin group BOKF, NA23,597$1.19M0.02%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC23,587$1.19M0.01%+27213F-HRTimeline
Key Financial Inc23,577$1.19M0.19%+31313F-HRTimeline
Hopwood Nicholas Hunter23,443$1.18M0.32%-46213F-HRTimeline
SFG Wealth Management, LLC.23,258$1.17M0.42%+15,23913F-HRTimeline
Sharkey, Howes & Javer23,258$1.17M0.14%-31,88713F-HRTimeline
Medallion Wealth Advisors, LLC22,933$1.16M0.36%+8013F-HRTimeline
IEQ CAPITAL, LLC22,887$1.15M0.01%+4,69513F-HRTimeline
Dorsey & Whitney Trust CO LLC22,468$1.13M0.06%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.22,437$1.13M0.11%013F-HRTimeline
TOP Private Wealth LLC.22,120$1.11M1.07%13F-HRTimeline
Rock Point Advisors, LLC22,047$1.11M0.27%-34813F-HRTimeline
Barnes Dennig Private Wealth Management…21,975$1.11M0.89%+8,45313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO21,857$1.1M0.01%-21813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp21,671$1.09M<0.01%-2,07413F-HRTimelineGroup
Wealth Advisors Northwest LLC21,534$1.09M0.37%-69613F-HRTimeline
Strategic Wealth Partners, Ltd.21,472$1.08M0.07%+55613F-HRTimeline
Spectrum Planning & Advisory Services I…21,454$1.08M0.48%+4,93013F-HRTimeline
Glen Eagle Advisors, LLC21,260$1.07M0.14%-22613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,237$1.07M0.05%+15013F-HRTimeline
Empirical Financial Services, LLC d.b.a…21,046$1.06M0.02%+4,87813F-HRTimeline
Stegent Equity Advisors, Inc.20,973$1.06M0.76%new13F-HRTimeline
Destiny Capital Corp/CO20,843$1.05M0.49%013F-HRTimeline
Integris Wealth Management, LLC20,705$1.04M0.21%new13F-HRTimeline
Ridgeline Wealth Planning, LLC20,580$1.04M0.66%+8,92513F-HRTimeline
SeedSafe Financial LLC20,425$1.03M0.74%+19813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…20,263$1.02M0.02%+1113F-HRTimelineGroup
Canal Capital Management, LLC20,164$1.02M0.12%+20113F-HRTimeline
Allen Capital Group, LLC20,158$1.02M0.08%-44913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,086$1.01M<0.01%-80513F-HRTimelineGroup
Uptown Financial Advisors LLC20,066$1.01M0.74%-5513F-HRTimeline
Redwood Financial Network Corp20,063$1.01M0.56%+98313F-HRTimeline
Strategic Blueprint, LLC19,946$1.01M0.05%+27113F-HRTimeline
Schwallier Wealth Management LLC19,935$1M0.63%-98,68813F-HRTimeline
FWG Investments, LLC.19,634$989K0.52%-2,95513F-HRTimeline
Financial Strategies Group, Inc.19,396$968K0.15%+2,01913F-HRTimeline
Thompson David Blair19,110$963K0.48%+4,93413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,061$960K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC19,021$958K0.15%-8413F-HRTimeline
Resurgent Financial Advisors LLC18,920$953K0.27%-68613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,818$948K0.01%-11813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.18,808$948K0.02%+53913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,776$946K0.05%-1,81513F-HRTimeline
BALANCED WEALTH GROUP LLC18,743$944K0.3%-2,11513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC18,741$944K0.2%-1,16613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,622$938K<0.01%-1,26413F-HR/ATimelineGroup
Pacifica Partners Inc.18,741$938K0.28%+10513F-HRTimeline
M Holdings Securities, Inc.18,509$928K0.13%+68813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18,385$926K0.5%013F-HRTimeline
Professional Financial Advisors, LLC18,321$923K0.16%+16213F-HRTimeline
McKinley Carter Wealth Services, Inc.18,206$917K0.05%-1,76713F-HRTimeline
Triumph Capital Management18,133$914K0.17%+4,26413F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC18,076$911K0.01%new13F-HRTimeline
Rooted Wealth Advisors, Inc.18,062$910K0.22%-3913F-HRTimeline
Port Capital LLC18,000$907K0.04%013F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC17,880$901K0.61%+35313F-HRTimeline
TLWM17,879$901K0.15%+86813F-HRTimeline
WFA of San Diego, LLC17,273$900K0.74%-4,48013F-HRTimeline
McClarren Financial Advisors, Inc.17,802$897K0.46%-48113F-HRTimeline
Bolthouse Investments, LLC17,717$893K0.72%-12513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC17,703$892K0.25%+6,28413F-HRTimeline
BRIGHTON JONES LLC17,521$883K0.02%+63813F-HRTimeline
Leverty Financial Group, LLC17,518$883K0.17%-3,60213F-HRTimeline
KINTRA WEALTH, LLC16,933$883K0.05%-1,69213F-HRTimeline
Clark Asset Management, LLC17,382$876K0.07%013F-HRTimeline
Lumbard & Kellner, LLC17,381$876K0.27%013F-HRTimeline
Orcam Financial Group17,365$875K0.43%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.17,058$860K0.01%+4,63813F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC16,973$856K0.31%+3,49313F-HRTimeline
Stone Summit Wealth LLC16,919$853K0.22%+14013F-HRTimeline
E6 Portfolios, LLC16,848$849K0.68%+71113F-HRTimeline
BANK OF HAWAII16,835$848K0.04%-10,40813F-HRTimeline
PFG Advisors16,804$847K0.04%+2,64013F-HRTimeline
Ellevest, Inc.19,180$841K0.1%+7,20413F-HRTimeline
Maia Wealth LLC16,566$835K0.12%-1,21413F-HRTimeline
IMA Advisory Services, Inc.16,530$833K0.05%new13F-HRTimeline
Newport Capital Group, LLC16,360$824K0.46%-3,89713F-HRTimeline
CALTON & ASSOCIATES, INC.16,288$821K0.12%-17,46413F-HRTimeline
Chicago Partners Investment Group LLC16,540$818K0.02%+3,50113F-HRTimeline
BSW Wealth Partners16,192$816K0.09%-50313F-HRTimeline
Fisher Asset Management, LLC16,166$815K<0.01%-13,22113F-HRTimeline
Morrissey Wealth Management, LLC16,072$812K0.51%13F-HRTimeline
Summit Financial Strategies, Inc.16,103$811K0.06%-413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC16,050$809K0.22%013F-HRTimeline
Wealthfront Advisers LLC16,025$808K<0.01%+1,23213F-HRTimeline
Acropolis Investment Management, LLC15,923$802K0.03%-20413F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,842$798K0.01%+26713F-HRTimeline
Bernicke Wealth Management, Ltd.15,776$795K0.09%-10513F-HRTimeline
South Shore Capital Advisors15,705$791K0.53%+34513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC15,640$788K0.07%+1,62113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC15,604$786K0.2%-4,17513F-HRTimeline
Western Reserve Capital Management, LLC15,558$784K0.58%+26013F-HRTimeline
RMR Wealth Builders15,517$782K0.05%+20113F-HRTimeline
Kraft, Davis & Associates, LLC15,742$780K0.16%-2,17613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.15,369$774K0.05%+1,62113F-HRTimelineGroup
Pacific Park Financial, Inc.15,136$763K0.44%+1,45613F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI15,100$761K0.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB15,079$760K0.02%013F-HRTimeline
CogentBlue Wealth Advisors, LLC15,062$759K0.43%+12013F-HRTimeline
WHITTIER TRUST CO14,917$758K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …15,015$757K<0.01%+5,53313F-HRTimelineGroup
Inscription Capital, LLC14,968$754K0.07%-2113F-HRTimeline
Cedar Point Capital Partners, LLC14,867$749K0.43%+56613F-HRTimeline
Upper Left Wealth Management, LLC14,837$748K0.41%-36113F-HRTimeline
PKS Advisory Services, LLC14,821$747K0.12%new13F-HRTimeline
Prospect Financial Group LLC14,742$743K0.6%013F-HRTimeline
LANE BROTHERS & CO INC14,643$738K0.48%-19613F-HRTimeline
Gunpowder Capital Management, LLC dba O…14,625$737K0.52%-56913F-HRTimeline
Aletheian Wealth Advisors LLC14,525$732K0.31%-38113F-HRTimeline
WEDBUSH SECURITIES INC14,509$731K0.02%-1,34413F-HRTimeline
Caliber Wealth Management, LLC / KS14,445$728K0.07%-3,02513F-HRTimeline
Cape Investment Advisory, Inc.14,436$727K0.19%-67613F-HRTimeline
Hershey Financial Advisers, LLC14,405$726K0.52%+89313F-HRTimeline
Yoder Wealth Management, Inc.14,300$721K0.28%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC14,187$715K0.06%+88713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.14,028$707K<0.01%013F-HRTimelineGroup
Glassman Wealth Services13,887$700K0.08%+39613F-HRTimeline
Latitude Advisors, LLC13,853$698K0.28%-24313F-HRTimeline
BCK Partners, Inc.13,794$695K0.34%-38013F-HRTimeline
Acorn Wealth Advisors, LLC13,578$684K0.17%+1,39613F-HRTimeline
CAPITAL ADVISORS INC/OK13,485$680K0.01%-2413F-HRTimeline
McAdam, LLC13,429$677K0.03%+2,65513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC13,689$676K0.1%new13F-HRTimeline
Astoria Strategic Wealth, Inc.13,344$672K0.15%-9913F-HRTimeline
STOCK YARDS BANK & TRUST CO13,305$670K0.02%-1,72313F-HR/ATimeline
Belleair Asset Management, LLC13,291$670K0.56%013F-HRTimeline
Claro Advisors Inc.13,185$664K0.07%+3,35113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC13,084$659K0.16%-29313F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV13,047$657K0.55%+1,44713F-HRTimeline
Shepherd Financial Partners LLC12,998$655K0.05%013F-HRTimeline
Evanson Financial, LLC12,997$655K0.03%13F-HRTimeline
Altus Wealth Group LLC12,976$654K0.24%+2413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…12,911$651K0.09%-1,31413F-HRTimeline
Copper Harbor Investment Advisors, LLC12,890$650K0.14%13F-HRTimeline
Nicholas Hoffman & Company, LLC.12,861$648K0.01%-4913F-HRTimeline
Family Legacy, Inc.12,811$646K0.17%013F-HRTimeline
Bleakley Financial Group, LLC12,766$643K0.01%+1,26213F-HRTimeline
Cassilly Financial Group LLC12,762$643K0.47%+3,69413F-HR/ATimeline
SteelPeak Wealth, LLC12,760$643K0.02%+17513F-HRTimeline
Lantz Financial LLC12,741$642K0.12%-113F-HRTimeline
Golden State Wealth Management, LLC12,696$640K0.06%-11,18613F-HRTimeline
Quantum Financial Planning Services, In…12,693$640K0.2%-2113F-HRTimeline
UMB Bank, n.a.12,682$639K0.01%+1,61513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ruggiero Investments, Inc.12,507$630K0.54%-17,66613F-HRTimeline
Balboa Wealth Partners12,477$629K0.09%-14,92013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC12,473$629K0.43%-28013F-HRTimeline
Impact Partnership Wealth, LLC12,374$624K0.06%+3,33613F-HRTimeline
TOWNSQUARE CAPITAL LLC12,329$621K0.11%new13F-HRTimeline
Berger Financial Group, Inc12,272$618K0.03%-46113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP12,240$617K0.01%+4,43913F-HRTimeline
HB Wealth Management, LLC12,148$612K<0.01%+4,69813F-HRTimeline
Sequent Asset Management, LLC12,129$611K0.26%013F-HRTimeline
BURNEY CO/12,033$606K0.02%+1,71113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.11,985$604K0.36%+1,25013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC11,981$604K0.07%+513F-HRTimeline
Gryphon Financial Partners LLC11,886$599K0.05%+513F-HRTimeline
FSA Advisors, Inc.11,844$597K0.27%-2,27313F-HR/ATimeline
Hurley Capital, LLC11,795$594K0.31%+19713F-HRTimeline
WealthPlan Investment Management, LLC11,734$591K0.03%+1,46113F-HRTimeline
Intrua Financial, LLC11,725$591K0.06%+74813F-HRTimeline
Plan A Wealth LLC11,647$587K0.25%-2,19413F-HRTimeline
Curi Capital, LLC11,632$586K0.01%+14913F-HRTimeline
Quest 10 Wealth Builders, Inc.11,462$578K0.45%+66013F-HRTimeline
Avantax Planning Partners, Inc.11,421$576K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC11,418$575K<0.01%+74613F-HRTimelineGroup
Redwood Investment Management, LLCin group Redwood Investment Management…11,407$575K0.06%+85313F-HRTimelineGroup
Coppell Advisory Solutions LLC20,719$575K0.06%new13F-HRTimeline
Visionary Horizons, LLC11,339$571K0.24%+2,73113F-HRTimeline
Retirement Planning Group, LLC11,274$568K0.01%+2313F-HRTimeline
Intrepid Financial Planning Group LLC11,274$568K0.19%-20513F-HRTimeline
Midwest Trust Co11,244$567K0.01%013F-HRTimeline
Howard Capital Management Group, LLC11,200$564K0.03%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,177$563K0.01%-8,46813F-HRTimelineGroup
Integrated Investment Consultants, LLC11,153$562K0.11%013F-HRTimeline
LINCOLN CAPITAL CORP11,143$561K0.18%013F-HRTimeline
Guardian Asset Advisors, LLC11,138$561K0.26%new13F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…11,138$561K0.38%+1,10713F-HRTimeline
KPP Advisory Services LLC11,082$558K0.07%+35013F-HRTimeline
Clark Capital Management Group, Inc.11,076$558K<0.01%-5013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC11,020$555K0.13%013F-HRTimeline
4WEALTH ADVISORS, INC.11,051$554K0.42%+27613F-HRTimeline
SMITH, MOORE & CO.10,955$552K0.04%+6013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC10,912$550K0.05%-2,34313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,796$544K0.04%-1,30213F-HRTimeline
Advance Capital Management, Inc.10,711$540K0.02%+64213F-HRTimeline
Stillwater Private Wealth, LLC10,315$535K0.35%new13F-HRTimeline
Portland Financial Advisors Inc10,574$533K0.97%+48213F-HRTimeline
Onyx Bridge Wealth Group LLC10,419$525K0.05%-62713F-HRTimeline
Asset Dedication, LLC10,369$522K0.03%+8713F-HRTimeline