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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

963 managers (974 13F filers) reported a position in SPDW shares at 2024-12-31, 502,029,231 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
963
13F filers
974
New
62
Added
435
Reduced
275
Sold out
54
Shares held by filers
502,029,231

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC17,660$603K0.17%+4,23313F-HRTimeline
M Holdings Securities, Inc.17,551$599K0.1%013F-HR/ATimeline
Savvy Advisors, Inc.17,535$598K0.07%+1,16113F-HRTimeline
Jackson Hole Capital Partners, LLC17,157$586K0.12%new13F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC17,157$586K0.01%013F-HRTimelineGroup
Lumbard & Kellner, LLC17,141$585K0.25%-6,14013F-HRTimeline
Prospect Financial Group LLC17,106$584K0.72%13F-HRTimeline
PFG Advisors17,065$582K0.04%-2,24113F-HRTimeline
Spectrum Planning & Advisory Services I…16,870$576K0.5%+5913F-HRTimeline
Strategic Wealth Partners, Ltd.15,649$575K0.05%+1,76613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…16,670$569K0.06%+63013F-HR/ATimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI16,650$568K0.06%013F-HRTimeline
Laidlaw Wealth Management LLC16,388$559K0.24%+16813F-HRTimeline
Cedar Point Capital Partners, LLC16,250$555K0.38%-94113F-HRTimeline
Black Diamond Financial, LLC16,214$553K0.08%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,188$552K0.01%+60913F-HRTimelineGroup
Triumph Capital Management16,171$552K0.19%-3,35013F-HRTimeline
Steward Partners Investment Advisory, L…16,160$552K<0.01%+61013F-HRTimeline
Advisor Resource Council16,066$548K0.39%-22,53813F-HRTimeline
Virtue Capital Management, LLC16,061$548K0.11%+5,23713F-HRTimeline
Redwood Financial Network Corp15,941$544K0.41%-12813F-HRTimeline
CALTON & ASSOCIATES, INC.15,736$537K0.24%+6,64013F-HRTimeline
Running Point Capital Advisors, LLC15,622$533K0.18%013F-HRTimeline
Strategic Investment Advisors / MI15,617$533K0.06%+5813F-HRTimeline
Gateway Wealth Partners, LLC15,523$530K0.14%+1,64913F-HRTimeline
DHK Financial Advisors, Inc.15,500$529K0.32%013F-HRTimeline
Medallion Wealth Advisors, LLC14,921$527K0.26%13F-HRTimeline
BCK Partners, Inc.15,157$517K0.32%-3,51313F-HRTimeline
WHITTIER TRUST CO14,917$509K0.01%013F-HRTimeline
Rock Point Advisors, LLC14,840$506K0.15%new13F-HRTimeline
United Asset Strategies, Inc.14,762$504K0.05%+49713F-HRTimeline
RMR Wealth Builders14,719$502K0.05%+3,80413F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,709$502K0.02%-46613F-HRTimeline
Texas Yale Capital Corp.14,685$501K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC14,527$501K0.01%+1,79313F-HRTimeline
Copley Financial Group, Inc.14,683$501K0.38%+1,83313F-HRTimeline
Richard W. Paul & Associates, LLC14,531$496K0.18%-6913F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department14,473$494K0.37%13F-HRTimelineGroup
Coordinated Financial Services, Inc.14,392$491K0.38%13F-HRTimeline
Fairhaven Wealth Management, LLC14,368$490K0.15%013F-HRTimeline
Yoder Wealth Management, Inc.14,300$488K0.27%013F-HRTimeline
EVOKE WEALTH, LLC14,145$483K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,124$482K0.04%-4213F-HRTimeline
TLWM14,092$481K0.09%+6313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,919$475K0.04%013F-HRTimeline
Austin Wealth Management, LLC13,673$474K0.1%-44613F-HRTimeline
Level Wealth Management LLC13,747$469K0.33%13F-HR/ATimeline
Advance Capital Management, Inc.13,745$469K0.02%-10013F-HRTimeline
Quest 10 Wealth Builders, Inc.13,707$468K0.47%13F-HRTimeline
Lantz Financial LLC13,697$467K0.12%+5113F-HRTimeline
Anchor Investment Management, LLC13,667$466K0.04%013F-HRTimeline
Glassman Wealth Services13,502$461K0.08%+20313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC13,425$458K0.32%-22213F-HRTimeline
REAP Financial Group, LLC13,333$455K0.11%-1,20413F-HRTimeline
Shepherd Financial Partners LLC12,998$444K0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,915$441K0.04%+1513F-HRTimeline
Resurgent Financial Advisors LLC12,803$437K0.26%+2613F-HRTimeline
Ridgeline Wealth Planning, LLC12,663$432K0.41%13F-HRTimeline
Gryphon Financial Partners LLC12,556$429K0.06%+1413F-HRTimeline
CX Institutional12,542$428K0.02%new13F-HRTimeline
Canvas Wealth Advisors, LLC12,542$428K0.11%-50013F-HRTimeline
Hershey Financial Advisers, LLC12,541$428K0.38%13F-HRTimeline
Avantax Planning Partners, Inc.12,512$427K0.02%+1713F-HRTimeline
Astoria Strategic Wealth, Inc.12,425$424K0.13%-1,26313F-HRTimeline
Engineers Gate Manager LP12,337$421K0.01%new13F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC12,324$421K0.14%+48913F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,261$418K0.01%+1,25713F-HRTimeline
Edgestream Partners, L.P.12,249$418K0.02%new13F-HRTimeline
Sequent Asset Management, LLC12,129$414K0.2%013F-HRTimeline
Kelly Financial Services LLC11,976$409K0.15%-7,44813F-HR/ATimeline
Intrepid Financial Planning Group LLC11,974$409K0.17%+3,74513F-HRTimeline
Pinnacle Family Advisors, LLC11,919$407K0.2%+9913F-HRTimeline
Conservest Capital Advisors, Inc.11,890$406K0.04%-23213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC11,890$406K0.07%013F-HRTimeline
4WEALTH ADVISORS, INC.11,849$404K0.41%13F-HRTimeline
Coppell Advisory Solutions LLC11,735$401K0.06%+1,59013F-HRTimeline
Hurley Capital, LLC11,504$394K0.32%13F-HRTimeline
MSH Capital Advisors LLC11,452$391K0.12%-1,04813F-HRTimeline
FORTEM FINANCIAL GROUP, LLC11,439$390K0.15%013F-HRTimeline
IVC Wealth Advisors LLC11,346$387K0.22%+10313F-HRTimeline
Warren Street Wealth Advisors, LLC11,283$385K0.16%+13413F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,276$385K0.09%+3,12713F-HRTimeline
Pacifica Partners Inc.11,295$385K0.17%+1,66513F-HRTimeline
Integrated Investment Consultants, LLC11,205$382K0.08%013F-HR/ATimeline
Howard Capital Management Group, LLC11,200$382K0.03%-2,73813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC11,098$379K0.01%13F-HRTimeline
BRIGHTON JONES LLC11,091$379K0.01%-1,60213F-HR/ATimeline
Peirce Capital Management, LLC10,963$374K0.19%013F-HRTimeline
OPTIMA CAPITAL LLC10,861$371K0.26%13F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC10,843$370K0.18%new13F-HRTimeline
WealthPlan Investment Management, LLC10,813$369K0.04%+1,51713F-HRTimeline
SMITH, MOORE & CO.10,704$365K0.03%013F-HRTimeline
Investments & Financial Planning, LLC10,543$360K0.22%-27113F-HRTimeline
Leo Wealth, LLC10,538$360K0.03%+4813F-HRTimeline
Wealthfront Advisers LLC10,510$359K<0.01%+86013F-HR/ATimeline
Retirement Planning Group, LLC10,435$356K0.02%+1,17513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC10,412$355K0.17%+513F-HRTimeline
Beaumont Financial Advisors, LLC10,382$354K0.03%+2913F-HRTimeline
Premier Path Wealth Partners, LLC10,324$352K0.05%-1,70313F-HRTimeline
Evanson Asset Management, LLC10,235$349K0.02%-4,38513F-HRTimeline
LINCOLN CAPITAL CORP10,067$344K0.14%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC10,036$343K0.05%-9613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.10,025$342K0.02%-9,45513F-HRTimelineGroup
Richardson Capital Management LLC10,006$342K0.22%013F-HRTimeline
BURNEY CO/9,947$339K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,940$339K0.01%-1,41913F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC9,937$339K0.35%13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA9,350$339K0.19%-52513F-HRTimeline
Acorn Wealth Advisors, LLC9,924$339K0.14%+13613F-HRTimeline
Nicholas Hoffman & Company, LLC.9,889$338K0.01%+8113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Anson Capital, Inc.9,832$336K0.29%-119,15213F-HRTimeline
Keel Point, LLC9,805$335K0.03%+2,41313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT9,721$332K0.02%-61713F-HRTimeline
Prasad Wealth Partners, LLC9,686$331K0.11%13F-HRTimeline
Financial Strategies Group, Inc.9,745$331K0.08%+66813F-HRTimeline
Accel Wealth Management9,650$329K0.12%-4,90013F-HRTimeline
SlateStone Wealth, LLC9,582$327K0.03%+9013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.9,562$326K<0.01%-8,23813F-HRTimelineGroup
Sensible Money, LLC9,537$325K0.14%+16113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,529$325K0.18%+62013F-HRTimeline
Alta Wealth Advisors LLC9,532$325K0.14%-16913F-HRTimeline
Vantage Investment Partners, LLC9,460$323K0.03%+55513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC9,459$323K0.12%-17813F-HRTimeline
MBL Wealth, LLC9,350$319K0.03%013F-HRTimeline
MB Generational Wealth, LLC9,313$318K0.23%013F-HRTimeline
Latitude Advisors, LLC9,306$318K0.18%new13F-HRTimeline
D.A. DAVIDSON & CO.9,272$316K<0.01%+33113F-HRTimeline
American Trust9,153$312K0.02%-3,46413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,120$311K0.02%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC9,078$310K0.06%new13F-HRTimeline
Ridgewood Investments LLC9,069$310K0.15%+3,39813F-HRTimeline
Clark Asset Management, LLC9,056$309K0.06%new13F-HRTimeline
Veery Capital, LLC8,962$306K0.12%-6813F-HRTimeline
SFG Wealth Management, LLC.8,953$306K0.16%+77113F-HRTimeline
Madden Advisory Services, Inc.8,939$305K0.14%013F-HRTimeline
Advisors Capital Management, LLC8,916$304K<0.01%-4,95213F-HRTimeline
Clarity Capital Advisors, LLC8,868$303K0.2%+12113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,855$302K0.03%013F-HRTimeline
Cape Investment Advisory, Inc.8,851$302K0.12%+1,87013F-HRTimeline
Azimuth Capital Investment Management L…8,791$300K0.01%+9013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/8,750$299K<0.01%013F-HRTimeline
Argent Trust Co8,733$298K0.01%-4,93513F-HRTimeline
Icon Wealth Advisors, LLC8,662$296K0.02%new13F-HRTimeline
OMNI 360 Wealth, Inc.8,623$294K0.2%+313F-HR/ATimeline
Chicago Partners Investment Group LLC8,533$294K0.01%+14813F-HRTimeline
Wealth Quarterback LLC8,572$293K0.14%-80,53513F-HRTimeline
Formidable Asset Management, LLC8,457$289K0.05%-3,34313F-HRTimeline
Castleview Partners, LLC8,462$288K0.16%+24513F-HR/ATimeline
RAINIER FAMILY WEALTH INC8,415$287K0.35%13F-HRTimeline
Onyx Bridge Wealth Group LLC8,361$285K0.04%+75513F-HRTimeline
Sovran Advisors, LLC8,381$285K0.04%13F-HRTimeline
MATHER GROUP, LLC.8,325$284K<0.01%-4413F-HRTimeline
Vantage Point Financial LLC8,305$283K0.15%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.8,293$283K0.04%-3,69013F-HRTimeline
AssuredPartners Investment Advisors, LLC8,128$277K0.05%13F-HRTimeline
American Institute for Advanced Investm…8,125$277K0.21%+1,39513F-HRTimeline
Liberty Capital Management, Inc.8,012$273K0.06%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd8,006$273K0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC7,944$271K0.01%013F-HRTimeline
WNY Asset Management, LLC7,925$270K0.03%-7313F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)7,922$270K0.12%+113F-HRTimeline
Baker Avenue Asset Management, LP7,899$270K0.01%013F-HRTimeline
McAdam, LLC7,883$269K0.01%-81413F-HRTimeline
Sabal Trust CO7,810$267K0.02%-42513F-HRTimeline
JGP Wealth Management, LLC7,784$266K0.03%013F-HRTimeline
Northwest Capital Management Inc7,776$265K0.11%-1,40513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,774$265K0.03%new13F-HRTimeline
HM PAYSON & CO7,764$265K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC7,667$262K0.01%-58813F-HRTimeline
M1 Capital Management LLC7,608$260K0.14%13F-HRTimeline
Forza Wealth Management, LLC7,545$258K0.12%013F-HRTimeline
Portland Financial Advisors Inc7,540$257K0.69%13F-HRTimeline
Wealthspire Advisors, LLC7,536$257K<0.01%+1,94413F-HRTimeline
Laird Norton Wetherby Wealth Management…7,500$256K0.01%013F-HRTimeline
Fortress Wealth Management, Inc.7,490$256K0.12%013F-HRTimeline
OLIO Financial Planning7,440$254K0.09%-40413F-HRTimeline
Keebeck Wealth Management7,422$253K0.04%new13F-HRTimeline
Moors & Cabot, Inc.7,419$253K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC7,407$253K0.09%new13F-HRTimeline
Linscomb Wealth, Inc.7,315$250K0.01%+8313F-HRTimeline
Claro Advisors Inc.7,293$249K0.03%+12713F-HRTimeline
MA Private Wealth7,240$247K0.05%013F-HRTimeline
Wealth Architects, LLC7,188$245K0.03%013F-HRTimeline
Bravias Capital Group, LLC6,860$244K0.2%13F-HRTimeline
Main Street Financial Solutions, LLC7,160$244K0.02%-4,14813F-HRTimeline
REDW Wealth LLC7,158$244K0.08%-98713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,091$242K0.01%013F-HRTimeline
Ballast, Inc.7,090$242K0.07%+25713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,058$241K0.09%013F-HRTimeline
FSA Wealth Management LLC7,022$240K0.1%+50813F-HRTimeline
Ellevest, Inc.7,014$239K0.01%013F-HRTimeline
Traction Financial Partners, LLC7,007$239K0.19%+1,11713F-HRTimeline
Vise Technologies, Inc.6,940$237K0.02%new13F-HRTimeline
FSA Advisors, Inc.6,918$236K0.29%-8,37413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,908$236K0.01%+48813F-HRTimeline
Hutchens & Kramer Investment Management…6,905$236K0.13%-18713F-HRTimeline
Retirement Investment Advisors, Inc.6,905$236K0.02%-45813F-HRTimeline
Clark Capital Management Group, Inc.6,891$235K<0.01%new13F-HRTimeline
Smith Salley Wealth Management6,880$235K0.02%013F-HRTimeline
Checchi Capital Advisers, LLC6,872$235K0.02%013F-HRTimeline