SPDW SPDR INDEX SHS FDS

COM (fund)

1,057 managers (1,070 13F filers) reported a position in SPDW shares at 2025-09-30, 565,834,575 shares in all. 79 filers opened a position and 48 filers sold out during the quarter.

Managers: 1,057
13F filers: 1,070
New: 79
Added: 437
Reduced: 356
Sold out: 48
Shares held by filers: 565,834,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Maia Wealth LLC	18,504	$810K	0.14%	-1,107	13F-HR Timeline
CogentBlue Wealth Advisors, LLC	18,853	$807K	0.55%	-543	13F-HR Timeline
Hibernia Wealth Partners, LLC	18,809	$806K	0.52%	-14,269	13F-HR Timeline
McClarren Financial Advisors, Inc.	16,914	$802K	0.49%	-1,969	13F-HR Timeline
Upper Left Wealth Management, LLC	18,712	$801K	0.5%	-482	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	18,617	$797K	0.18%	+1,901	13F-HR Timeline
Professional Financial Advisors, LLC	18,473	$790K	0.17%	-145	13F-HR Timeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	18,385	$787K	0.52%	-6,176	13F-HR Timeline
Steward Partners Investment Advisory, L…	18,381	$787K	<0.01%	+1,143	13F-HR Timeline
Sigma Planning Corp	18,248	$781K	0.02%	-578	13F-HR Timeline
Resurgent Financial Advisors LLC	18,167	$777K	0.38%	+5,355	13F-HR Timeline
World Investment Advisors	18,147	$777K	0.02%	-4,135	13F-HR Timeline
KINTRA WEALTH, LLC	18,049	$772K	0.44%	new	13F-HR Timeline
Port Capital LLC	18,000	$770K	0.03%	0	13F-HR Timeline
Acropolis Investment Management, LLC	18,997	$769K	0.04%	0	13F-HR Timeline
Strategic Wealth Partners, Ltd.	17,811	$762K	0.06%	+381	13F-HR Timeline
Kathleen S. Wright Associates Inc.	17,514	$749K	0.28%	-1,009	13F-HR Timeline
Watts Gwilliam & Co., LLC	17,502	$749K	0.12%	0	13F-HR Timeline
Bolthouse Investments, LLC	17,438	$746K	0.68%	0	13F-HR Timeline
Lumbard & Kellner, LLC	17,381	$744K	0.27%	+11,752	13F-HR Timeline
J.W. COLE ADVISORS, INC.	17,157	$734K	0.01%	+7,742	13F-HR Timeline
BSW Wealth Partners	17,156	$734K	0.09%	+6	13F-HR Timeline
Prospect Financial Group LLC	17,090	$731K	0.71%	0	13F-HR Timeline
BRIGHTON JONES LLC	16,818	$720K	0.02%	-495	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	16,586	$710K	0.24%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	16,323	$698K	0.01%	-4,986	13F-HR Timeline
Turtle Creek Wealth Advisors, LLC	16,257	$696K	0.06%	new	13F-HR Timeline
Cedar Point Capital Partners, LLC	16,003	$685K	0.45%	+583	13F-HR Timeline
RMR Wealth Builders	15,974	$684K	0.06%	-3,821	13F-HR Timeline
Canvas Wealth Advisors, LLC	15,565	$678K	0.12%	0	13F-HR Timeline
AIFG Consultants Ltd.	15,699	$672K	1.18%	-841	13F-HR Timeline
Berger Financial Group, Inc	15,448	$661K	0.04%	-1,568	13F-HR Timeline
Hurley Capital, LLC	15,426	$660K	0.37%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	15,412	$659K	0.04%	+7,031	13F-HR Timeline
Coordinated Financial Services, Inc.	15,398	$659K	0.42%	0	13F-HR Timeline
Stone Summit Wealth LLC	15,395	$659K	0.19%	-1,110	13F-HR Timeline
October Effect Ltd	15,382	$658K	0.73%	-419	13F-HR Timeline
Running Point Capital Advisors, LLC	15,369	$658K	0.18%	-171	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	15,210	$651K	0.02%	+304	13F-HR Timeline
WHITTIER TRUST CO	14,917	$650K	0.01%	0	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	15,134	$648K	0.1%	+1,546	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	15,100	$646K	0.06%	0	13F-HR Timeline
ABSOLUTE CAPITAL MANAGEMENT, LLC	14,875	$636K	0.27%	+7,080	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	14,778	$632K	<0.01%	+445	13F-HR Timeline Group
Texas Yale Capital Corp.	14,500	$620K	0.02%	0	13F-HR Timeline
SYNOVUS FINANCIAL CORP	14,458	$619K	0.01%	-9,181	13F-HR Timeline
Spectrum Planning & Advisory Services I…	14,424	$617K	0.35%	+1,338	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	14,398	$616K	0.06%	-371	13F-HR Timeline
BCK Partners, Inc.	14,356	$614K	0.33%	-557	13F-HR Timeline
Yoder Wealth Management, Inc.	14,300	$612K	0.29%	0	13F-HR Timeline
Redwood Financial Network Corp	14,192	$607K	0.38%	+172	13F-HR Timeline
EVOKE WEALTH, LLC	14,145	$605K	0.01%	0	13F-HR Timeline
IFG Advisory, LLC	14,130	$605K	0.03%	+8,737	13F-HR Timeline
Vantage Point Financial LLC	14,082	$603K	0.23%	+3,972	13F-HR Timeline
TLWM	13,965	$598K	0.11%	-21	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	13,953	$597K	0.02%	0	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	13,919	$596K	0.05%	0	13F-HR Timeline
Altus Wealth Group LLC	13,817	$591K	0.24%	-300	13F-HR Timeline
Pinnacle Financial Partners Inc	13,690	$586K	0.01%	+6,169	13F-HR Timeline
IEQ CAPITAL, LLC	13,673	$585K	<0.01%	+5,089	13F-HR Timeline
Anchor Investment Management, LLC	13,667	$585K	0.05%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	13,649	$584K	0.02%	new	13F-HR Timeline
Advance Capital Management, Inc.	13,576	$581K	0.03%	-169	13F-HR Timeline
My Personal CFO, LLC	13,403	$574K	0.22%	new	13F-HR Timeline
Foundation Wealth Management, LLC\PA	13,403	$574K	0.22%	0	13F-HR Timeline
Richard W. Paul & Associates, LLC	13,315	$570K	0.19%	+2,415	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	13,225	$566K	0.33%	0	13F-HR Timeline
Lantz Financial LLC	13,219	$566K	0.13%	-142	13F-HR Timeline
Glassman Wealth Services	13,210	$565K	0.08%	+540	13F-HR Timeline
Family Legacy, Inc.	13,147	$563K	0.17%	-236	13F-HR Timeline
Pacifica Partners Inc.	12,995	$560K	0.2%	+2,015	13F-HR Timeline
Astoria Strategic Wealth, Inc.	13,076	$560K	0.14%	-45	13F-HR Timeline
Shepherd Financial Partners LLC	12,998	$556K	0.05%	0	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	12,933	$553K	0.04%	0	13F-HR Timeline
Wealthfront Advisers LLC	12,892	$552K	<0.01%	+4,110	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	12,858	$550K	0.02%	new	13F-HR Timeline
Fisher Asset Management, LLC	12,348	$528K	<0.01%	-8,055	13F-HR Timeline
Kelman-Lazarov, Inc.	12,334	$528K	0.08%	new	13F-HR Timeline
Onyx Bridge Wealth Group LLC	12,296	$526K	0.06%	+1,053	13F-HR Timeline
Wealth Watch Advisors, INC	12,271	$525K	0.22%	new	13F-HR Timeline
Sequent Asset Management, LLC	12,129	$519K	0.25%	0	13F-HR Timeline
Warren Street Wealth Advisors, LLC	12,040	$515K	0.15%	+417	13F-HR Timeline
Acorn Wealth Advisors, LLC	11,977	$512K	0.16%	-2,335	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	11,976	$512K	0.07%	+60	13F-HR Timeline
Avantax Planning Partners, Inc.	11,876	$508K	0.01%	-238	13F-HR Timeline
Intrepid Financial Planning Group LLC	11,829	$506K	0.19%	+301	13F-HR Timeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA	11,781	$504K	0.05%	-45,410	13F-HR Timeline Group
OLD SECOND NATIONAL BANK OF AURORA	11,727	$502K	0.1%	-71	13F-HR Timeline
Hershey Financial Advisers, LLC	11,709	$501K	0.43%	+80	13F-HR Timeline
Ridgeline Wealth Planning, LLC	11,690	$500K	0.38%	-20	13F-HR Timeline
SteelPeak Wealth, LLC	11,612	$497K	0.02%	new	13F-HR Timeline
American Institute for Advanced Investm…	11,478	$491K	0.32%	-1,040	13F-HR Timeline
Banco Santander, S.A.in group Banco Santander, S.A.	11,437	$489K	<0.01%	+1,875	13F-HR Timeline Group
Chicago Partners Investment Group LLC	11,033	$486K	0.01%	+670	13F-HR Timeline
Plan Group Financial, LLC	11,287	$483K	0.13%	-39,479	13F-HR Timeline
Howard Capital Management Group, LLC	11,200	$479K	0.03%	-9	13F-HR Timeline
Triumph Capital Management	11,180	$478K	0.13%	-1,631	13F-HR/A Timeline
Richard P Slaughter Associates Inc	11,158	$477K	0.1%	-2,017	13F-HR Timeline
LINCOLN CAPITAL CORP	11,143	$477K	0.17%	0	13F-HR Timeline
Integrated Investment Consultants, LLC	11,040	$472K	0.08%	0	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	11,028	$472K	0.05%	-1,014	13F-HR/A Timeline Group
Retirement Planning Group, LLC	10,761	$460K	0.02%	0	13F-HR Timeline
REAP Financial Group, LLC	10,748	$460K	0.1%	-1,191	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	10,722	$459K	0.45%	new	13F-HR Timeline
SMITH, MOORE & CO.	10,704	$458K	0.04%	0	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	10,651	$456K	0.03%	-269	13F-HR Timeline
Leo Wealth, LLC	10,598	$453K	0.06%	-34	13F-HR Timeline
KPP Advisory Services LLC	10,550	$451K	0.07%	+954	13F-HR Timeline
BURNEY CO/	10,484	$449K	0.01%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	10,427	$446K	0.03%	-342	13F-HR Timeline
Perigon Wealth Management, LLC	10,272	$440K	0.01%	+467	13F-HR Timeline
Evanson Asset Management, LLC	10,235	$438K	0.02%	0	13F-HR Timeline
WealthPlan Investment Management, LLC	10,206	$437K	0.03%	0	13F-HR Timeline
Cannon Financial Strategists, Inc.	10,188	$436K	0.06%	0	13F-HR Timeline
Latitude Advisors, LLC	10,138	$434K	0.2%	+986	13F-HR Timeline
McAdam, LLC	10,131	$434K	0.02%	+779	13F-HR Timeline
Asset Dedication, LLC	10,110	$433K	0.03%	0	13F-HR Timeline
Willis Johnson & Associates, Inc.	10,039	$430K	0.03%	+2,924	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	10,037	$429K	0.4%	-1,228	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	10,036	$429K	<0.01%	+402	13F-HR Timeline Group
4WEALTH ADVISORS, INC.	10,033	$429K	0.4%	-328	13F-HR Timeline
Bravias Capital Group, LLC	10,018	$429K	0.29%	+104	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	9,989	$427K	0.01%	0	13F-HR Timeline
Advisors Capital Management, LLC	9,899	$424K	0.01%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	9,849	$421K	0.12%	0	13F-HR Timeline
Colonial River Investments, LLC	9,748	$417K	0.15%	-292	13F-HR Timeline
Keel Point, LLC	9,742	$417K	0.03%	-37	13F-HR Timeline
Investments & Financial Planning, LLC	9,705	$415K	0.22%	-1,860	13F-HR Timeline
Claro Advisors Inc.	9,700	$415K	0.06%	-288	13F-HR Timeline
American Trust	9,698	$415K	0.04%	+4,103	13F-HR Timeline
Sensible Money, LLC	9,696	$415K	0.14%	0	13F-HR Timeline
Transce3nd, LLC	10,343	$413K	3.69%	-6,780	13F-HR Timeline
Portland Financial Advisors Inc	9,616	$411K	0.88%	+1,240	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	9,398	$411K	0.07%	new	13F-HR Timeline
TME FINANCIAL, INC.	9,428	$403K	0.3%	-127	13F-HR Timeline
GW&K Investment Management, LLC	9,414	$403K	<0.01%	+9,067	13F-HR Timeline
Kelly Financial Services LLC	9,406	$403K	0.1%	+2,628	13F-HR Timeline
Vermillion & White Wealth Management Gr…	9,389	$402K	0.23%	+468	13F-HR Timeline
MBL Wealth, LLC	9,375	$401K	0.04%	-425	13F-HR Timeline
FSA Advisors, Inc.	9,349	$400K	0.32%	+566	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	9,319	$399K	0.05%	-96	13F-HR Timeline
Annex Advisory Services, LLC	9,263	$396K	0.01%	-619	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	9,223	$395K	0.32%	-2,744	13F-HR Timeline
CUTLER INVESTMENT COUNSEL LLC	9,213	$394K	0.04%	0	13F-HR Timeline
MSH Capital Advisors LLC	9,101	$389K	0.1%	-2,137	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	9,050	$387K	0.25%	-730	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	9,047	$387K	0.12%	+136	13F-HR Timeline
Clarity Capital Advisors, LLC	9,016	$386K	0.21%	0	13F-HR Timeline
Urban Financial Advisory Corp	9,014	$386K	0.18%	+6,267	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	8,970	$384K	0.02%	0	13F-HR Timeline
CENTRAL TRUST Co	8,951	$383K	0.01%	+8,626	13F-HR Timeline
Clark Capital Management Group, Inc.	8,904	$381K	<0.01%	new	13F-HR Timeline
Midwest Trust Co	8,775	$375K	<0.01%	new	13F-HR Timeline
United Advisor Group, LLC	8,763	$375K	0.05%	+487	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	8,755	$375K	0.03%	0	13F-HR Timeline
Focus Financial Network, Inc.	8,741	$374K	0.01%	+1,545	13F-HR Timeline
Veery Capital, LLC	8,709	$373K	0.12%	0	13F-HR Timeline
Azimuth Capital Investment Management L…	8,701	$372K	0.01%	0	13F-HR Timeline
Diversified Enterprises, LLC	8,692	$372K	0.03%	-12	13F-HR Timeline
Madden Advisory Services, Inc.	8,661	$371K	0.14%	0	13F-HR Timeline
Alta Wealth Advisors LLC	8,582	$367K	0.13%	+83	13F-HR Timeline
Mach-1 Financial Group, LLC	8,573	$367K	0.06%	new	13F-HR Timeline
Integrity Advisory Solutions, LLC	8,573	$367K	0.06%		13F-HR Timeline
TWO SIGMA SECURITIES, LLC	8,548	$366K	0.05%	new	13F-HR Timeline
Impact Partnership Wealth, LLC	8,489	$363K	0.05%	+3,360	13F-HR Timeline
Mittelman Wealth Management	8,409	$360K	0.24%	-3,657	13F-HR Timeline
Argent Trust Co	8,403	$360K	0.01%	-73	13F-HR Timeline
FIRST HORIZON CORP	8,378	$358K	0.02%		13F-HR Timeline
Financial Strategies Group, Inc.	8,195	$358K	0.07%	-132	13F-HR Timeline
Quantum Financial Planning Services, In…	8,321	$356K	0.14%	new	13F-HR Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…	8,275	$354K	0.11%	+2,000	13F-HR Timeline
OMNI 360 Wealth, Inc.	8,267	$354K	0.2%	-106	13F-HR Timeline
Freedom Investment Management, Inc.	8,222	$352K	0.09%	-21,762	13F-HR Timeline
Accel Wealth Management	8,172	$350K	0.1%	-386	13F-HR Timeline
VANGUARD GROUP INCgroup of 2 filers holding	8,129	$348K		-441	Timeline Vanguard Personalized Indexing Ma…: 16,351 (0.01%) 13F-HR VANGUARD GROUP INC: 8,129 (<0.01%) 13F-HR
Buck Wealth Strategies, LLC	8,124	$348K	0.05%	+153	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	8,118	$347K	0.13%	-223	13F-HR Timeline Group
Providence Financial Advisors, LLC	8,090	$346K	0.33%		13F-HR Timeline
Valeo Financial Advisors, LLC	13,796	$346K	0.01%	-1,012	13F-HR Timeline
Strategic Investment Advisors / MI	8,027	$343K	0.04%	+1,768	13F-HR/A Timeline
JOURNEY STRATEGIC WEALTH LLC	8,017	$343K	0.01%	-8,563	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	8,016	$343K	0.01%	new	13F-HR Timeline
Liberty Capital Management, Inc.	8,012	$343K	0.06%	0	13F-HR Timeline
UPTICK PARTNERS, LLC	7,931	$339K	0.09%	0	13F-HR Timeline
Formidable Asset Management, LLC	8,346	$338K	0.05%	+11	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	7,780	$333K	<0.01%	0	13F-HR Timeline Group
HM PAYSON & CO	7,764	$332K	<0.01%	0	13F-HR Timeline
SFG Wealth Management, LLC.	7,763	$332K	0.14%	-124	13F-HR Timeline
OLIO Financial Planning	7,758	$332K	0.1%	0	13F-HR Timeline
Copley Financial Group, Inc.	7,737	$331K	0.23%	-587	13F-HR Timeline
SIGNATUREFD, LLC	7,680	$329K	0.01%	-15	13F-HR Timeline
Cassaday & Co Wealth Management LLC	7,667	$328K	0.01%	0	13F-HR Timeline
Soltis Investment Advisors LLC	7,647	$327K	0.02%	new	13F-HR Timeline
WNY Asset Management, LLC	7,614	$326K	0.03%	-213	13F-HR Timeline
MinichMacGregor Wealth Management, LLC	7,576	$324K	0.06%	new	13F-HR Timeline
Forza Wealth Management, LLC	7,545	$323K	0.12%	0	13F-HR Timeline
Accurate Wealth Management, LLC	7,530	$322K	0.04%	+1,321	13F-HR Timeline
M1 Capital Management LLC	7,512	$321K	0.14%	-212	13F-HR Timeline
WEALTHGARDEN F.S. LLC	7,348	$321K	0.23%	new	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	7,500	$321K	0.01%	0	13F-HR Timeline