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Disclosery

SPDW SPDR INDEX SHS FDS

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982 managers (994 13F filers) reported a position in SPDW shares at 2025-03-31, 514,697,996 shares in all. 76 filers opened a position and 51 filers sold out during the quarter.

Managers
982
13F filers
994
New
76
Added
377
Reduced
363
Sold out
51
Shares held by filers
514,697,996

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Port Capital LLC18,000$655K0.03%013F-HRTimeline
Berger Financial Group, Inc17,963$654K0.05%-398,97613F-HRTimeline
Cannon Financial Strategists, Inc.17,846$650K0.11%013F-HRTimeline
Rooted Wealth Advisors, Inc.19,315$648K0.28%+13413F-HRTimeline
M Holdings Securities, Inc.17,585$640K0.11%+3413F-HRTimeline
Watts Gwilliam & Co., LLC17,502$637K0.14%013F-HRTimeline
Altus Wealth Group LLC17,380$633K0.3%-62413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC17,345$632K0.17%-31513F-HRTimeline
Richmond Investment Services, LLC17,332$631K0.34%+10,57113F-HRTimeline
Prospect Financial Group LLC17,106$623K0.79%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,899$615K0.01%-3,31613F-HRTimelineGroup
Savvy Advisors, Inc.16,804$612K0.06%-73113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC16,778$611K0.35%+7,24913F-HRTimeline
Glass Jacobson Investment Advisors llc17,835$609K0.2%013F-HRTimeline
Cedar Point Capital Partners, LLC16,629$605K0.41%+37913F-HRTimeline
Richard P Slaughter Associates Inc16,588$604K0.14%-31,04713F-HRTimeline
Steward Partners Investment Advisory, L…16,479$600K0.01%+31913F-HRTimeline
Medallion Wealth Advisors, LLC16,384$598K0.27%+1,46313F-HRTimeline
Synergy Investment Management, LLC16,375$596K0.25%-7,13813F-HRTimeline
CALTON & ASSOCIATES, INC.16,314$594K0.14%+57813F-HR/ATimeline
Kelly Financial Services LLC16,293$593K0.21%+4,31713F-HRTimeline
Hibernia Wealth Partners, LLC16,268$592K0.42%-49,99813F-HRTimeline
Lumbard & Kellner, LLC16,057$585K0.26%-1,08413F-HRTimeline
Rock Point Advisors, LLC15,917$580K0.18%+1,07713F-HRTimeline
Qube Research & Technologies Ltd15,891$579K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC15,540$566K0.18%-8213F-HRTimeline
DHK Financial Advisors, Inc.15,500$564K0.31%013F-HRTimeline
Ridgewood Investments LLC15,314$558K0.26%+6,24513F-HRTimeline
BCK Partners, Inc.15,246$555K0.35%+8913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,230$555K0.06%-53,47013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,188$552K0.01%013F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI15,100$550K0.06%-1,55013F-HRTimeline
WHITTIER TRUST CO14,917$543K0.01%013F-HRTimeline
FSA Advisors, Inc.14,761$537K0.43%+7,84313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…14,738$537K0.1%-3,10213F-HRTimeline
RMR Wealth Builders14,719$536K0.06%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC14,709$536K0.02%013F-HRTimeline
Texas Yale Capital Corp.14,685$535K0.02%013F-HRTimeline
Redwood Financial Network Corp14,437$526K0.4%-1,50413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,269$524K0.05%+14513F-HR/ATimeline
Coordinated Financial Services, Inc./CO14,392$524K0.4%13F-HRTimeline
Yoder Wealth Management, Inc.14,300$521K0.29%013F-HRTimeline
TME FINANCIAL, INC.14,195$517K0.45%-134,54813F-HRTimeline
EVOKE WEALTH, LLC14,145$515K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC14,125$514K0.12%-1,39813F-HRTimeline
TLWM14,071$512K0.1%-2113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,919$507K0.05%013F-HRTimeline
Austin Wealth Management, LLC13,522$506K0.1%-15113F-HRTimeline
Family Legacy, Inc.13,883$505K0.17%-101,25213F-HRTimeline
Lantz Financial LLC13,846$504K0.14%+14913F-HRTimeline
Hurley Capital, LLC13,747$501K0.38%+2,24313F-HRTimeline
Advance Capital Management, Inc.13,745$500K0.02%013F-HRTimeline
Level Wealth Management LLC13,701$499K0.33%-4613F-HRTimeline
Anchor Investment Management, LLC13,667$498K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,083$493K<0.01%+8,53313F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC13,220$481K0.34%-20513F-HRTimeline
Canvas Wealth Advisors, LLC12,939$477K0.12%+39713F-HRTimeline
Astoria Strategic Wealth, Inc.13,002$473K0.14%+57713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,002$473K0.02%new13F-HRTimelineGroup
Shepherd Financial Partners LLC12,998$473K0.06%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,915$470K0.05%013F-HRTimeline
Resurgent Financial Advisors LLC12,872$469K0.28%+6913F-HRTimeline
Colonial River Investments, LLC12,823$467K0.26%-25,93913F-HRTimeline
Glassman Wealth Services12,670$461K0.08%-83213F-HRTimeline
REAP Financial Group, LLC12,649$461K0.11%-68413F-HRTimeline
Pacifica Partners Inc.12,380$444K0.2%+1,08513F-HRTimeline
Sequent Asset Management, LLC12,129$442K0.25%013F-HRTimeline
Avantax Planning Partners, Inc.12,115$441K0.02%-39713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,116$441K0.05%-4,55413F-HR/ATimelineGroup
United Asset Strategies, Inc.12,098$441K0.04%-2,66413F-HRTimeline
Gryphon Financial Partners LLC12,078$440K0.06%-47813F-HRTimeline
MJT & Associates Financial Advisory Gro…11,966$436K0.42%13F-HRTimeline
Perigon Wealth Management, LLC11,960$435K0.01%-2,56713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC11,916$434K0.07%+2613F-HRTimeline
Ridgeline Wealth Planning, LLC11,862$432K0.42%-80113F-HRTimeline
Chicago Partners Investment Group LLC11,199$429K0.01%+2,66613F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,744$428K0.1%+46813F-HRTimeline
Retirement Planning Group, LLC11,671$425K0.02%+1,23613F-HRTimeline
Investments & Financial Planning, LLC11,601$422K0.27%+1,05813F-HRTimeline
Warren Street Wealth Advisors, LLC11,461$417K0.16%+17813F-HRTimeline
Intrepid Financial Planning Group LLC11,450$417K0.19%-52413F-HRTimeline
FORTEM FINANCIAL GROUP, LLC11,439$416K0.16%013F-HRTimeline
Empower Advisory Group, LLC11,433$416K<0.01%+5,31913F-HRTimeline
Quest 10 Wealth Builders, Inc.11,235$409K0.44%-2,47213F-HRTimeline
Integrated Investment Consultants, LLC11,205$408K0.08%013F-HR/ATimeline
Howard Capital Management Group, LLC11,200$408K0.03%013F-HRTimeline
Balefire, LLC11,199$408K0.14%+6,70313F-HRTimeline
BRIGHTON JONES LLC11,015$401K0.01%-7613F-HRTimeline
Quantinno Capital Management LP10,962$399K<0.01%-29,08213F-HRTimeline
LINCOLN CAPITAL CORP10,887$396K0.17%+82013F-HRTimeline
Peirce Capital Management, LLC10,880$396K0.2%-8313F-HRTimeline
IVC Wealth Advisors LLC10,825$394K0.21%-52113F-HRTimeline
Vantage Point Financial LLC10,823$394K0.2%+2,51813F-HRTimeline
MSH Capital Advisors LLC10,808$394K0.12%-64413F-HRTimeline
SMITH, MOORE & CO.10,785$393K0.04%+8113F-HRTimeline
SYNOVUS FINANCIAL CORP10,752$391K0.01%new13F-HRTimeline
WealthPlan Investment Management, LLC10,593$386K0.04%-22013F-HRTimeline
Wealthfront Advisers LLC10,538$384K<0.01%+2813F-HRTimeline
Leo Wealth, LLC10,538$384K0.06%013F-HRTimeline
True Vision MN LLC10,414$379K0.23%new13F-HRTimeline
Evanson Asset Management, LLC10,235$373K0.03%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC10,205$372K0.04%+2,43113F-HRTimeline
Annex Advisory Services, LLC10,144$369K0.01%-19,54713F-HRTimeline
Richardson Capital Management LLC10,006$364K0.23%013F-HRTimeline
Asset Dedication, LLC9,951$362K0.03%+7,88113F-HRTimeline
BURNEY CO/9,947$362K0.01%013F-HRTimeline
Nicholas Hoffman & Company, LLC.9,889$360K0.01%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Moisand Fitzgerald Tamayo, LLC9,795$357K0.05%-24113F-HRTimeline
Keel Point, LLC9,779$356K0.03%-2613F-HRTimeline
Valeo Financial Advisors, LLC9,719$354K0.01%+1,77513F-HRTimeline
Prasad Wealth Partners, LLC9,686$353K0.12%013F-HRTimeline
Acorn Wealth Advisors, LLC9,632$351K0.15%-29213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.9,562$348K<0.01%013F-HRTimelineGroup
Sensible Money, LLC9,537$347K0.15%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA9,520$347K0.2%+17013F-HRTimeline
Accel Wealth Management9,500$346K0.13%-15013F-HRTimeline
Vantage Investment Partners, LLC9,460$344K0.03%013F-HRTimeline
MBL Wealth, LLC9,450$344K0.03%+10013F-HRTimeline
Alta Wealth Advisors LLC9,427$343K0.16%-10513F-HRTimeline
McAdam, LLC9,383$342K0.02%+1,50013F-HRTimeline
Premier Path Wealth Partners, LLC9,364$341K0.05%-96013F-HRTimeline
MB Generational Wealth, LLC9,313$339K0.25%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…9,288$338K0.17%new13F-HRTimelineGroup
4WEALTH ADVISORS, INC.9,280$338K0.37%-2,56913F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT9,247$337K0.02%-47413F-HRTimeline
Bell Bank9,235$336K0.02%new13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC9,205$335K0.04%new13F-HRTimeline
Hirtle & Co., LLC9,191$335K0.01%new13F-HRTimeline
Advisors Capital Management, LLC9,069$330K0.01%+15313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,970$327K0.02%-15013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC8,963$326K0.19%-72,12713F-HRTimeline
Veery Capital, LLC8,962$326K0.13%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,289$326K0.01%-65113F-HRTimelineGroup
Clarity Capital Advisors, LLC8,868$323K0.21%013F-HRTimeline
Cape Investment Advisory, Inc.8,857$322K0.13%+613F-HRTimeline
Copley Financial Group, Inc.8,831$322K0.25%-5,85213F-HR/ATimeline
Azimuth Capital Investment Management L…8,791$320K0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/8,750$319K<0.01%013F-HRTimeline
OMNI 360 Wealth, Inc.8,669$316K0.21%+4613F-HR/ATimeline
Madden Advisory Services, Inc.8,661$315K0.15%-27813F-HRTimeline
American Institute for Advanced Investm…8,597$313K0.24%+47213F-HRTimeline
Argent Trust Co8,593$313K0.01%-14013F-HRTimeline
Anson Capital, Inc.8,500$310K0.27%-1,33213F-HRTimeline
Portland Financial Advisors Inc8,480$309K0.79%+94013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC8,455$308K0.03%-40013F-HRTimeline
Onyx Bridge Wealth Group LLC8,433$307K0.04%+7213F-HRTimeline
CX Institutional8,357$304K0.01%-4,18513F-HRTimeline
Castleview Partners, LLC8,343$304K0.21%-11913F-HRTimeline
Formidable Asset Management, LLC8,335$303K0.05%-12213F-HRTimeline
Wealthspire Advisors, LLC8,320$303K<0.01%+78413F-HRTimeline
Sovran Advisors, LLC8,321$302K0.04%-6013F-HRTimeline
Financial Strategies Group, Inc.8,327$300K0.07%-1,41813F-HRTimeline
Latitude Advisors, LLC8,230$300K0.17%-1,07613F-HRTimeline
Ellevest, Inc.8,177$298K0.02%+1,16313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.8,171$298K0.02%-1,85413F-HRTimelineGroup
Wealth Quarterback LLC8,044$293K0.16%-52813F-HRTimeline
M1 Capital Management LLC8,030$292K0.18%+42213F-HRTimeline
Liberty Capital Management, Inc.8,012$292K0.06%013F-HRTimeline
OLIO Financial Planning7,982$291K0.1%+54213F-HRTimeline
SFG Wealth Management, LLC.7,940$289K0.14%-1,01313F-HRTimeline
Northwest Capital Management Inc7,939$289K0.12%+16313F-HRTimeline
WNY Asset Management, LLC7,925$289K0.03%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)7,922$288K0.13%013F-HRTimeline
Allied Investment Advisors, LLC7,916$288K0.05%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC7,829$285K0.15%-26,76213F-HRTimeline
HM PAYSON & CO7,764$283K<0.01%013F-HRTimeline
Diversified Enterprises, LLC7,715$281K0.02%new13F-HRTimeline
Cassaday & Co Wealth Management LLC7,667$279K0.01%013F-HRTimeline
United Advisor Group, LLC7,589$276K0.06%new13F-HRTimeline
Forza Wealth Management, LLC7,545$275K0.12%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC7,510$273K0.13%-2,90213F-HRTimeline
Fortress Wealth Management, Inc.7,490$273K0.14%013F-HRTimeline
AssuredPartners Investment Advisors, LLC7,479$272K0.05%-64913F-HRTimeline
Keystone Financial Services7,423$270K0.1%new13F-HRTimeline
Keebeck Wealth Management7,422$270K0.04%013F-HRTimeline
Linscomb Wealth, Inc.7,315$266K0.01%013F-HRTimeline
Mission Financial Group, LLC5,828$266K0.25%13F-HRTimeline
Claro Advisors Inc.7,271$265K0.04%-2213F-HRTimeline
Ballast, Inc.7,264$264K0.07%+17413F-HRTimeline
MA Private Wealth7,240$264K0.05%013F-HRTimeline
Wealth Architects, LLC7,188$262K0.03%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,165$261K0.01%+6,67313F-HRTimelineGroup
REDW Wealth LLC7,158$261K0.1%013F-HRTimeline
Vermillion & White Wealth Management Gr…7,146$260K0.19%-135,05013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,091$258K0.01%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,058$257K0.1%013F-HRTimeline
FSA Wealth Management LLC7,019$256K0.11%-313F-HRTimeline
Gibson Capital, LLC7,002$255K0.05%new13F-HR/ATimeline
Moors & Cabot, Inc.7,000$255K0.01%-41913F-HRTimeline
NOTTINGHAM ADVISORS, INC.6,999$255K0.04%-1,29413F-HRTimeline
D.A. DAVIDSON & CO.6,979$254K<0.01%-2,29313F-HRTimeline
MATHER GROUP, LLC.6,967$254K<0.01%-1,35813F-HRTimeline
New Perspectives, Inc6,950$253K0.14%+59213F-HRTimeline
HRT FINANCIAL LP6,957$253K<0.01%-40,77213F-HRTimeline
Bravias Capital Group, LLC6,949$253K0.21%+8913F-HRTimeline
SlateStone Wealth, LLC6,934$252K0.03%-2,64813F-HRTimeline
Retirement Investment Advisors, Inc.6,905$251K0.03%013F-HRTimeline
Smith Salley Wealth Management6,880$251K0.02%013F-HRTimeline
Checchi Capital Advisers, LLC6,872$250K0.02%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,862$250K0.05%-2,21613F-HRTimeline