SPDW SPDR INDEX SHS FDS

COM (fund)

1,039 managers (1,051 13F filers) reported a position in SPDW shares at 2025-06-30, 536,707,075 shares in all. 92 filers opened a position and 42 filers sold out during the quarter.

Managers: 1,039
13F filers: 1,051
New: 92
Added: 440
Reduced: 364
Sold out: 42
Shares held by filers: 536,707,075

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
BALANCED WEALTH GROUP LLC	20,082	$802K	0.35%	+331	13F-HR Timeline
RMR Wealth Builders	19,795	$801K	0.07%	+5,076	13F-HR Timeline
Vise Technologies, Inc.	19,703	$798K	0.03%		13F-HR Timeline
Uptown Financial Advisors LLC	19,625	$795K	0.74%	-78	13F-HR Timeline
Maia Wealth LLC	19,611	$794K	0.15%	+454	13F-HR Timeline
Aletheian Wealth Advisors LLC	19,604	$794K	0.39%	0	13F-HR Timeline
M Holdings Securities, Inc.	19,460	$788K	0.14%	+1,875	13F-HR Timeline
Rock Point Advisors, LLC	19,404	$786K	0.22%	+3,487	13F-HR Timeline
Canal Capital Management, LLC	19,397	$785K	0.12%	+262	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	19,396	$785K	0.6%	-100	13F-HR Timeline
Medallion Wealth Advisors, LLC	19,214	$777K	0.3%	+2,830	13F-HR Timeline
Upper Left Wealth Management, LLC	19,194	$777K	0.52%	-2,198	13F-HR Timeline
Secure Asset Management, LLC	19,128	$774K	0.14%	new	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	19,061	$772K	<0.01%	0	13F-HR Timeline Group
Acropolis Investment Management, LLC	18,997	$769K	0.04%	-1,550	13F-HR Timeline
WealthShield Partners, LLC	18,963	$768K	0.09%	+39	13F-HR Timeline
McClarren Financial Advisors, Inc.	18,883	$765K	0.5%	+1,794	13F-HR Timeline
Sigma Planning Corp	18,826	$762K	0.02%	-17,059	13F-HR Timeline
Savvy Advisors, Inc.	18,719	$758K	0.05%	+1,915	13F-HR Timeline
Professional Financial Advisors, LLC	18,618	$754K	0.17%	-728	13F-HR Timeline
Rooted Wealth Advisors, Inc.	18,628	$752K	0.26%	-687	13F-HR Timeline
Kathleen S. Wright Associates Inc.	18,523	$750K	0.29%	-9,394	13F-HR Timeline
Watts Gwilliam & Co., LLC	17,502	$749K	0.12%	0	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	18,216	$738K	0.01%	+1,317	13F-HR Timeline Group
Port Capital LLC	18,000	$729K	0.03%	0	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	17,899	$725K	<0.01%	-526	13F-HR Timeline Group
Bolthouse Investments, LLC	17,438	$706K	0.7%	new	13F-HR/A Timeline
Strategic Wealth Partners, Ltd.	17,430	$706K	0.06%		13F-HR Timeline
IAMS WEALTH MANAGEMENT, LLC	17,385	$704K	0.32%	-22,620	13F-HR Timeline
BRIGHTON JONES LLC	17,313	$701K	0.02%	+6,298	13F-HR Timeline
Transce3nd, LLC	17,123	$699K	0.3%	+10,860	13F-HR Timeline
Steward Partners Investment Advisory, L…	17,238	$698K	0.01%	+759	13F-HR Timeline
BSW Wealth Partners	17,150	$694K	0.1%	-8,275	13F-HR Timeline
Prospect Financial Group LLC	17,090	$692K	0.72%	-16	13F-HR Timeline
Berger Financial Group, Inc	17,016	$689K	0.04%	-947	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	16,716	$677K	0.24%	-6,726	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	16,586	$672K	0.24%	+9,528	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	16,580	$671K	0.02%	-3,023	13F-HR Timeline
AIFG Consultants Ltd.	16,540	$670K	1.31%	-8,517	13F-HR Timeline
Stone Summit Wealth LLC	16,505	$668K	0.21%	-1,519	13F-HR Timeline
October Effect Ltd	15,801	$640K	0.77%		13F-HR Timeline
Canvas Wealth Advisors, LLC	15,565	$632K	0.12%	+2,626	13F-HR Timeline
Running Point Capital Advisors, LLC	15,540	$629K	0.17%	0	13F-HR Timeline
DHK Financial Advisors, Inc.	15,500	$628K	0.36%	0	13F-HR Timeline
Hurley Capital, LLC	15,426	$625K	0.44%	+1,679	13F-HR Timeline
Cedar Point Capital Partners, LLC	15,420	$624K	0.44%	-1,209	13F-HR Timeline
Coordinated Financial Services, Inc.	15,398	$623K	0.43%		13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	15,100	$611K	0.06%	0	13F-HR Timeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC	15,077	$610K	0.01%	-1,111	13F-HR Timeline Group
WHITTIER TRUST CO	14,917	$604K	0.01%	0	13F-HR Timeline
BCK Partners, Inc.	14,913	$604K	0.35%	-333	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	14,906	$604K	0.02%	+197	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	14,769	$598K	0.06%	+4,564	13F-HR Timeline
Texas Yale Capital Corp.	14,500	$587K	0.02%	-185	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	14,333	$580K	<0.01%	-750	13F-HR Timeline Group
Acorn Wealth Advisors, LLC	14,312	$579K	0.22%	+4,680	13F-HR Timeline
Yoder Wealth Management, Inc.	14,300	$579K	0.3%	0	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	14,196	$575K	0.05%	-73	13F-HR Timeline
EVOKE WEALTH, LLC	14,145	$573K	0.01%	0	13F-HR Timeline
Altus Wealth Group LLC	14,117	$572K	0.25%	-3,263	13F-HR Timeline
Redwood Financial Network Corp	14,020	$568K	0.38%	-417	13F-HR Timeline
TLWM	13,986	$566K	0.11%	-85	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	13,953	$565K	0.02%	-11,691	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	13,919	$564K	0.05%	0	13F-HR Timeline
Advance Capital Management, Inc.	13,745	$557K	0.03%	0	13F-HR Timeline
Level Wealth Management LLC	13,701	$555K	0.32%	0	13F-HR Timeline
Anchor Investment Management, LLC	13,667	$553K	0.05%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	13,588	$550K	0.09%	-1,150	13F-HR Timeline
Foundation Wealth Management, LLC\PA	13,403	$543K	0.23%	new	13F-HR Timeline
Family Legacy, Inc.	13,383	$542K	0.18%	-500	13F-HR Timeline
Lantz Financial LLC	13,361	$541K	0.13%	-485	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	13,225	$535K	0.35%	+5	13F-HR Timeline
Richard P Slaughter Associates Inc	13,175	$533K	0.11%	-3,413	13F-HR Timeline
Astoria Strategic Wealth, Inc.	13,121	$531K	0.14%	+119	13F-HR Timeline
Spectrum Planning & Advisory Services I…	13,086	$530K	0.34%	-10,545	13F-HR Timeline
Balboa Wealth Partners	13,069	$529K	0.11%	-28,230	13F-HR Timeline
Shepherd Financial Partners LLC	12,998	$526K	0.06%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	12,933	$524K	0.05%	+18	13F-HR Timeline
Resurgent Financial Advisors LLC	12,812	$519K	0.28%	-60	13F-HR Timeline
Triumph Capital Management	12,811	$519K	0.16%	-9,804	13F-HR/A Timeline
Glassman Wealth Services	12,670	$513K	0.08%	0	13F-HR Timeline
American Institute for Advanced Investm…	12,518	$507K	0.36%	+3,921	13F-HR Timeline
Private Wealth Group, LLC	12,373	$501K	0.27%	new	13F-HR Timeline
Sequent Asset Management, LLC	12,129	$491K	0.39%	0	13F-HR Timeline
Avantax Planning Partners, Inc.	12,114	$490K	0.02%	-1	13F-HR Timeline
Gryphon Financial Partners LLC	12,087	$489K	0.06%	+9	13F-HR Timeline
Mittelman Wealth Management	12,066	$489K	0.41%	new	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	12,042	$488K	0.05%	-74	13F-HR/A Timeline Group
MJT & Associates Financial Advisory Gro…	11,967	$485K	0.6%	+1	13F-HR/A Timeline
REAP Financial Group, LLC	11,939	$483K	0.11%	-710	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	11,916	$482K	0.07%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	11,798	$478K	0.1%	+54	13F-HR Timeline
Ridgeline Wealth Planning, LLC	11,710	$474K	0.39%	-152	13F-HR Timeline
XTX Topco Ltdin group XTX Topco Ltd	11,632	$471K	0.02%	-1,370	13F-HR Timeline Group
Hershey Financial Advisers, LLC	11,629	$471K	0.42%		13F-HR Timeline
Warren Street Wealth Advisors, LLC	11,623	$471K	0.16%	+162	13F-HR Timeline
Investments & Financial Planning, LLC	11,565	$468K	0.27%	-36	13F-HR Timeline
Intrepid Financial Planning Group LLC	11,528	$467K	0.2%	+78	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	11,265	$456K	0.44%	+30	13F-HR Timeline
Onyx Bridge Wealth Group LLC	11,243	$455K	0.06%	+2,810	13F-HR Timeline
MSH Capital Advisors LLC	11,238	$455K	0.13%	+430	13F-HR Timeline
Howard Capital Management Group, LLC	11,209	$454K	0.03%	+9	13F-HR Timeline
LINCOLN CAPITAL CORP	11,143	$451K	0.17%	+256	13F-HR Timeline
Integrated Investment Consultants, LLC	11,040	$447K	0.09%	-165	13F-HR Timeline
Pacifica Partners Inc.	10,980	$443K	0.18%	-1,400	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	10,920	$442K	0.03%	+1,673	13F-HR Timeline
Richard W. Paul & Associates, LLC	10,900	$441K	0.16%	-9,333	13F-HR Timeline
Main Street Financial Solutions, LLC	10,769	$436K	0.03%	+5,255	13F-HR Timeline
Retirement Planning Group, LLC	10,761	$436K	0.02%	-910	13F-HR Timeline
SMITH, MOORE & CO.	10,704	$433K	0.04%	-81	13F-HR Timeline
Chicago Partners Investment Group LLC	10,363	$431K	0.01%	-836	13F-HR Timeline
Leo Wealth, LLC	10,632	$431K	0.03%	+94	13F-HR Timeline
BURNEY CO/	10,484	$424K	0.01%	+537	13F-HR Timeline
4WEALTH ADVISORS, INC.	10,361	$419K	0.44%	+1,081	13F-HR Timeline
Advisor Resource Council	10,318	$418K	0.21%	-173,007	13F-HR Timeline
Evanson Asset Management, LLC	10,235	$414K	0.03%	0	13F-HR Timeline
WealthPlan Investment Management, LLC	10,206	$413K	0.03%	-387	13F-HR Timeline
Cannon Financial Strategists, Inc.	10,188	$413K	0.07%	-7,658	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	10,169	$412K	0.05%	new	13F-HR Timeline
Vantage Point Financial LLC	10,110	$409K	0.18%	-713	13F-HR Timeline
Asset Dedication, LLC	10,110	$409K	0.03%	+159	13F-HR Timeline
Colonial River Investments, LLC	10,040	$409K	0.18%	-2,783	13F-HR Timeline
Richardson Capital Management LLC	10,006	$405K	0.21%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	9,989	$404K	0.01%	+100	13F-HR Timeline
Claro Advisors Inc.	9,988	$404K	0.07%	+2,717	13F-HR Timeline
Bravias Capital Group, LLC	9,914	$401K	0.29%	+2,965	13F-HR Timeline
Advisors Capital Management, LLC	9,899	$401K	0.01%	+830	13F-HR Timeline
Annex Advisory Services, LLC	9,882	$400K	0.01%	-262	13F-HR Timeline
Prasad Wealth Partners, LLC	9,849	$399K	0.12%	+163	13F-HR Timeline
Perigon Wealth Management, LLC	9,805	$397K	0.01%	-2,155	13F-HR Timeline
MBL Wealth, LLC	9,800	$397K	0.04%	+350	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	9,780	$396K	0.21%	+260	13F-HR Timeline
Keel Point, LLC	9,779	$396K	0.03%	0	13F-HR Timeline
Sensible Money, LLC	9,696	$393K	0.15%	+159	13F-HR Timeline
Empower Advisory Group, LLC	9,634	$390K	<0.01%	-1,799	13F-HR Timeline
KPP Advisory Services LLC	9,596	$389K	0.06%	+3,185	13F-HR/A Timeline
Banco Santander, S.A.in group Banco Santander, S.A.	9,562	$387K	<0.01%	0	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
TME FINANCIAL, INC.	9,555	$387K	0.31%	-4,640	13F-HR Timeline
BYRNE FINANCIAL FREEDOM, LLC	9,489	$384K	0.19%	+526	13F-HR Timeline
Vantage Investment Partners, LLC	9,460	$383K	0.03%	0	13F-HR Timeline
IVC Wealth Advisors LLC	9,423	$382K	0.19%	-1,402	13F-HR Timeline
J.W. COLE ADVISORS, INC.	9,415	$381K	0.01%	+2,875	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	9,415	$381K	0.05%	-380	13F-HR Timeline
McAdam, LLC	9,352	$379K	0.02%	-31	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	9,213	$373K	0.04%	+8	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	9,207	$373K	0.03%	+1,036	13F-HR Timeline Group
Latitude Advisors, LLC	9,152	$371K	0.19%	+922	13F-HR Timeline
Valeo Financial Advisors, LLC	14,808	$368K	0.01%	+5,089	13F-HR/A Timeline
Clarity Capital Advisors, LLC	9,016	$365K	0.21%	+148	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	8,970	$363K	0.02%	0	13F-HR Timeline
GWN SECURITIES INC.	8,920	$362K	0.07%	-15,594	13F-HR Timeline
Vermillion & White Wealth Management Gr…	8,921	$361K	0.23%	+1,775	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	8,911	$361K	0.12%	-9,625	13F-HR Timeline
FSA Advisors, Inc.	8,783	$356K	0.29%	-5,978	13F-HR Timeline
Wealthfront Advisers LLC	8,782	$356K	<0.01%	-1,756	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	8,755	$354K	0.03%	+300	13F-HR Timeline
Veery Capital, LLC	8,709	$353K	0.12%	-253	13F-HR Timeline
Diversified Enterprises, LLC	8,704	$352K	0.03%	+989	13F-HR Timeline
Azimuth Capital Investment Management L…	8,701	$352K	0.01%	-90	13F-HR Timeline
TBH Global Asset Management, LLC	8,692	$352K	0.08%	-25,791	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	8,688	$352K	0.02%	+1,523	13F-HR Timeline Group
Madden Advisory Services, Inc.	8,661	$351K	0.15%	0	13F-HR Timeline
IEQ CAPITAL, LLC	8,584	$348K	<0.01%	new	13F-HR Timeline
VANGUARD GROUP INCgroup of 2 filers holding	8,570	$347K		+2,625	Timeline Vanguard Personalized Indexing Ma…: 16,217 (0.01%) 13F-HR VANGUARD GROUP INC: 8,570 (<0.01%) 13F-HR
Accel Wealth Management	8,558	$347K	0.12%	-942	13F-HR Timeline
Alta Wealth Advisors LLC	8,499	$344K	0.16%	-928	13F-HR Timeline
Argent Trust Co	8,476	$343K	0.01%	-117	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	8,381	$339K	0.02%	+2,326	13F-HR Timeline
Portland Financial Advisors Inc	8,376	$339K	0.81%	-104	13F-HR Timeline
Synergy Investment Management, LLC	8,374	$339K	0.2%	-8,001	13F-HR Timeline
OMNI 360 Wealth, Inc.	8,373	$339K	0.21%	-296	13F-HR/A Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	8,341	$338K	0.14%	-947	13F-HR Timeline Group
Copley Financial Group, Inc.	8,324	$337K	0.25%	-507	13F-HR Timeline
Financial Strategies Group, Inc.	8,327	$336K	0.07%	0	13F-HR Timeline
United Advisor Group, LLC	8,276	$335K	0.06%	+687	13F-HR Timeline
Liberty Capital Management, Inc.	8,012	$324K	0.07%	0	13F-HR Timeline
Buck Wealth Strategies, LLC	7,971	$323K	0.05%	new	13F-HR Timeline
UPTICK PARTNERS, LLC	7,931	$321K	0.09%	+1,383	13F-HR Timeline
SFG Wealth Management, LLC.	7,887	$319K	0.19%	-53	13F-HR Timeline
WNY Asset Management, LLC	7,827	$317K	0.03%	-98	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	7,795	$316K	0.16%	-8,983	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	7,780	$315K	<0.01%	new	13F-HR Timeline Group
HM PAYSON & CO	7,764	$314K	<0.01%	0	13F-HR Timeline
OLIO Financial Planning	7,758	$314K	0.1%	-224	13F-HR Timeline
M1 Capital Management LLC	7,724	$313K	0.16%	-306	13F-HR Timeline
SIGNATUREFD, LLC	7,695	$312K	0.01%	+2,303	13F-HR Timeline
Cassaday & Co Wealth Management LLC	7,667	$310K	0.01%	0	13F-HR Timeline
PRICE T ROWE ASSOCIATES INC /MD/	7,650	$310K	<0.01%	-1,100	13F-HR Timeline
Performance Wealth Partners, LLC	7,603	$308K	0.01%	new	13F-HR Timeline
Forza Wealth Management, LLC	7,545	$305K	0.13%	0	13F-HR Timeline
Pinnacle Financial Partners Inc	7,521	$305K	0.01%	new	13F-HR Timeline
Wealth Quarterback LLC	7,509	$304K	0.14%	-535	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	7,500	$304K	0.01%		13F-HR Timeline
Formidable Asset Management, LLC	8,335	$303K	0.05%	0	13F-HR Timeline
Fortress Wealth Management, Inc.	7,490	$303K	0.15%	0	13F-HR Timeline
Able Wealth Management LLC	7,467	$302K	0.15%	new	13F-HR Timeline
Cape Investment Advisory, Inc.	7,430	$301K	0.11%	-1,427	13F-HR Timeline
Keebeck Wealth Management	7,422	$301K	0.04%	0	13F-HR Timeline
Stonehearth Capital Management, LLC	7,322	$296K	0.12%	new	13F-HR Timeline
MA Private Wealth	7,240	$293K	0.05%	0	13F-HR Timeline