SPDW SPDR INDEX SHS FDS

COM (fund)

1,149 managers (1,164 13F filers) reported a position in SPDW shares at 2025-12-31, 608,936,596 shares in all. 69 filers opened a position and 43 filers sold out during the quarter.

Managers: 1,149
13F filers: 1,164
New: 69
Added: 509
Reduced: 329
Sold out: 43
Shares held by filers: 608,936,596

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Kelman-Lazarov, Inc.	22,584	$1M	0.14%	+10,250	13F-HR Timeline
Csenge Advisory Group	22,516	$1000K	0.05%	+2,736	13F-HR Timeline
Dorsey & Whitney Trust CO LLC	22,468	$998K	0.05%	-1,314	13F-HR Timeline
HOWARD FINANCIAL SERVICES, LTD.	22,431	$996K	0.12%	0	13F-HR Timeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	22,332	$992K	0.18%	+1,584	13F-HR Timeline
Bison Wealth, LLC	22,301	$986K	0.11%	new	13F-HR Timeline
WFA of San Diego, LLC	22,058	$980K	0.72%	-366	13F-HR Timeline
Newport Capital Group, LLC	21,830	$969K	0.59%	-274	13F-HR/A Timeline
Quadrature Capital Ltdin group Quadrature Capital Ltd	21,822	$969K	0.01%	new	13F-HR Timeline Group
Balentine LLC	21,814	$969K	0.04%	-3,849	13F-HR Timeline
SageView Advisory Group, LLC	21,754	$966K	0.03%	-4,565	13F-HR Timeline
Medallion Wealth Advisors, LLC	21,102	$937K	0.31%	-870	13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	20,891	$928K	<0.01%	0	13F-HR Timeline Group
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	20,889	$928K	0.03%	+18,426	13F-HR Timeline Group
Destiny Capital Corp/CO	20,843	$926K	0.48%	0	13F-HR Timeline
Rock Point Advisors, LLC	20,798	$924K	0.23%	+700	13F-HR Timeline
Elyxium Wealth, LLC	20,768	$922K	0.27%	new	13F-HR Timeline
Allen Capital Group, LLC	20,662	$918K	0.08%	-27	13F-HR Timeline
Leverty Financial Group, LLC	20,634	$916K	0.22%	0	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	20,569	$913K	<0.01%	0	13F-HR Timeline Group
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …	20,491	$910K	0.01%		13F-HR/A Timeline Group
ABSOLUTE CAPITAL MANAGEMENT, LLC	20,359	$904K	0.33%	+5,484	13F-HR Timeline
Strategic Wealth Partners, Ltd.	20,326	$903K	0.06%	+2,515	13F-HR Timeline
Resurgent Financial Advisors LLC	20,317	$902K	0.45%	+2,150	13F-HR Timeline
Strategic Blueprint, LLC	20,315	$902K	0.05%	-1,043	13F-HR Timeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…	20,253	$899K	0.02%	new	13F-HR Timeline Group
Maia Wealth LLC	18,448	$898K	0.15%	-56	13F-HR Timeline
Colonial Trust Co / SCin group Colonial Trust Advisors	20,195	$897K	0.12%	0	13F-HR Timeline Group
Uptown Financial Advisors LLC	20,121	$894K	0.76%	+575	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	20,054	$891K	0.22%	+1,437	13F-HR Timeline
Canal Capital Management, LLC	19,717	$876K	0.12%	+256	13F-HR Timeline
Vantus Wealth LLC	19,559	$869K	0.64%		13F-HR Timeline
Rooted Wealth Advisors, Inc.	18,252	$866K	0.24%	-368	13F-HR Timeline
BALANCED WEALTH GROUP LLC	20,082	$866K	0.32%	0	13F-HR Timeline
SeedSafe Financial LLC	19,498	$866K	0.77%		13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	19,351	$859K	0.01%	-4,362	13F-HR Timeline
KINTRA WEALTH, LLC	19,230	$854K	0.12%	+1,181	13F-HR Timeline
Professional Financial Advisors, LLC	19,083	$847K	0.17%	+610	13F-HR Timeline
FRANKLIN RESOURCES INCin group Franklin Resources	19,061	$846K	<0.01%	0	13F-HR Timeline Group
STEPHENS INC /AR/in group Stephens Investment Managemen…	18,946	$841K	0.01%	+1	13F-HR Timeline Group
CogentBlue Wealth Advisors, LLC	18,856	$837K	0.57%	+3	13F-HR Timeline
Sigma Planning Corp	18,850	$837K	0.02%	+602	13F-HR Timeline
WealthShield Partners, LLC	18,836	$837K	0.09%	-127	13F-HR Timeline
Acropolis Investment Management, LLC	18,517	$822K	0.04%	-480	13F-HR Timeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	18,385	$816K	0.51%	0	13F-HR Timeline
October Effect Ltd	18,315	$813K	0.9%	+2,933	13F-HR Timeline
Steward Partners Investment Advisory, L…	18,295	$812K	<0.01%	-86	13F-HR Timeline
McClarren Financial Advisors, Inc.	2,962	$812K	0.48%	-13,952	13F-HR Timeline
IEQ CAPITAL, LLC	18,264	$811K	<0.01%	+4,591	13F-HR Timeline
Upper Left Wealth Management, LLC	18,068	$802K	0.49%	-644	13F-HR Timeline
Port Capital LLC	18,000	$799K	0.03%	0	13F-HR Timeline
M Holdings Securities, Inc.	17,987	$799K	0.06%	new	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	17,921	$796K	0.05%	+2,509	13F-HR Timeline
WIREGRASS INVESTMENT MANAGEMENT LLC	17,774	$789K	0.66%		13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	17,733	$788K	0.04%	+8,763	13F-HR Timeline
Gunpowder Capital Management, LLC dba O…	17,663	$784K	0.61%		13F-HR Timeline
Bolthouse Investments, LLC	17,438	$774K	0.69%	0	13F-HR Timeline
Clark Asset Management, LLC	17,382	$772K	0.08%	-3,906	13F-HR Timeline
Lumbard & Kellner, LLC	17,381	$772K	0.27%	0	13F-HR Timeline
Prospect Financial Group LLC	17,090	$759K	0.71%	0	13F-HR Timeline
Plan A Wealth LLC	17,020	$756K	0.37%	-5,136	13F-HR Timeline
Arkadios Wealth Advisors	16,953	$753K	0.01%	new	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	16,541	$735K	0.23%	-45	13F-HR Timeline
BSW Wealth Partners	16,461	$731K	0.09%	-695	13F-HR Timeline
WCG Wealth Advisors LLC	16,457	$731K	0.02%	new	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	16,323	$725K	0.01%	0	13F-HR Timeline
Stone Summit Wealth LLC	16,311	$724K	0.2%	+916	13F-HR Timeline
Turtle Creek Wealth Advisors, LLC	16,257	$722K	0.06%	0	13F-HR Timeline
RMR Wealth Builders	16,236	$721K	0.06%	+262	13F-HR Timeline
Spectrum Planning & Advisory Services I…	16,052	$713K	0.37%	+1,628	13F-HR Timeline
Blue Barn Wealth, LLC	15,989	$710K	1.03%	-58,594	13F-HR Timeline
Bernicke Wealth Management, Ltd.	15,970	$709K	0.09%		13F-HR Timeline
Coordinated Financial Services, Inc.	15,929	$707K	0.41%	+531	13F-HR Timeline
Redwood Financial Network Corp	15,810	$702K	0.45%	+1,618	13F-HR Timeline
LANE BROTHERS & CO INC	15,681	$696K	0.5%		13F-HR Timeline
FSA Advisors, Inc.	27,074	$694K	0.48%	+17,725	13F-HR Timeline
Canvas Wealth Advisors, LLC	15,565	$691K	0.12%	0	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	15,525	$689K	0.02%	+315	13F-HR Timeline
Berger Financial Group, Inc	15,441	$686K	0.04%	-7	13F-HR Timeline
Running Point Capital Advisors, LLC	15,369	$683K	0.19%	0	13F-HR Timeline
WHITTIER TRUST CO	14,917	$680K	0.01%	0	13F-HR Timeline
WEDBUSH SECURITIES INC	15,314	$680K	0.02%	+1,665	13F-HR Timeline
Western Reserve Capital Management, LLC	15,201	$675K	0.63%		13F-HR Timeline
Cape Investment Advisory, Inc.	15,124	$672K	0.21%	+15,113	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	15,100	$671K	0.06%	0	13F-HR Timeline
Wilmington Savings Fund Society, FSB	15,079	$670K	0.02%	+14,979	13F-HR Timeline
Aegis Wealth Management, Inc.	14,980	$665K	0.52%		13F-HR Timeline
Pacifica Partners Inc.	14,745	$662K	0.29%	+1,750	13F-HR Timeline
Impact Partnership Wealth, LLC	14,890	$661K	0.08%	+6,401	13F-HR Timeline
Gross & Hartman Investments LLC	14,876	$661K	0.38%		13F-HR Timeline
Triumph Capital Management	14,806	$658K	0.14%	+3,626	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	14,681	$652K	0.1%	-453	13F-HR Timeline
Brooklyn Investment Group	14,541	$649K	0.03%	new	13F-HR Timeline
Texas Yale Capital Corp.	14,500	$644K	0.02%	0	13F-HR Timeline
E6 Portfolios, LLC	14,452	$642K	0.73%		13F-HR Timeline
TLWM	14,446	$642K	0.12%	+481	13F-HR Timeline
WEALTHCARE CAPITAL MANAGEMENT LLC	14,440	$641K	0.06%	+42	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	14,403	$640K	<0.01%	-375	13F-HR Timeline Group
EVOKE WEALTH, LLC	14,397	$639K	0.01%	+252	13F-HR Timeline
Yoder Wealth Management, Inc.	14,300	$635K	0.29%	0	13F-HR Timeline
Vantage Point Financial LLC	14,295	$635K	0.23%	+213	13F-HR Timeline
Coastline Complete Wealth LLC	14,269	$634K	0.4%		13F-HR Timeline
Hurley Capital, LLC	14,171	$629K	0.35%	-1,255	13F-HR Timeline
BCK Partners, Inc.	14,164	$629K	0.34%	-192	13F-HR Timeline
Richard W. Paul & Associates, LLC	14,121	$627K	0.21%	+806	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	13,995	$623K	0.17%	+4,948	13F-HR Timeline
Cedar Point Capital Partners, LLC	14,004	$622K	0.4%	-1,999	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	13,953	$620K	0.02%	0	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	13,919	$618K	0.05%	0	13F-HR Timeline
Anchor Investment Management, LLC	13,667	$607K	0.05%	0	13F-HR Timeline
AIFG Consultants Ltd.	13,603	$604K	1.04%	-2,096	13F-HR Timeline
Ellevest, Inc.	13,541	$601K	0.08%	+6,527	13F-HR Timeline
Hershey Financial Advisers, LLC	13,538	$601K	0.51%	+1,829	13F-HR Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers	13,490	$599K	<0.01%	new	13F-HR Timeline Group
Glassman Wealth Services	13,443	$597K	0.08%	+233	13F-HR Timeline
Chicago Partners Investment Group LLC	12,754	$596K	0.01%	+1,721	13F-HR Timeline
CAPITAL ADVISORS INC/OK	13,387	$595K	0.01%	+6,608	13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	13,300	$591K	0.05%	+367	13F-HR Timeline
Belleair Asset Management, LLC	13,291	$590K	0.56%		13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	13,277	$590K	0.06%	new	13F-HR Timeline
Lantz Financial LLC	13,190	$586K	0.12%	-29	13F-HR Timeline
Astoria Strategic Wealth, Inc.	13,178	$585K	0.15%	+102	13F-HR Timeline
RF&L WEALTH MANAGEMENT, LLC	13,170	$585K	0.33%	-55	13F-HR Timeline
Family Legacy, Inc.	13,137	$583K	0.17%	-10	13F-HR Timeline
Altus Wealth Group LLC	13,033	$579K	0.23%	-784	13F-HR Timeline
Shepherd Financial Partners LLC	12,998	$577K	0.05%	0	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	12,861	$571K	0.01%	+2,872	13F-HR Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…	12,775	$567K	0.17%	+4,500	13F-HR Timeline
Wealthfront Advisers LLC	12,722	$565K	<0.01%	-170	13F-HR Timeline
Quantum Financial Planning Services, In…	12,714	$565K	0.2%	+4,393	13F-HR Timeline
Strategic Investment Advisors / MI	12,685	$563K	0.05%	+4,658	13F-HR Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…	12,582	$559K	0.06%	+1,554	13F-HR/A Timeline Group
Pacific Park Financial, Inc.	12,528	$556K	0.35%		13F-HR Timeline
Intrua Financial, LLC	12,283	$545K	0.06%	-8,545	13F-HR Timeline
Sequent Asset Management, LLC	12,129	$539K	0.24%	0	13F-HR Timeline
Banco Santander, S.A.in group Banco Santander, S.A.	12,039	$535K	<0.01%	+602	13F-HR Timeline Group
Kelly Financial Services LLC	11,992	$533K	0.13%	+2,586	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	11,976	$532K	0.07%	0	13F-HR Timeline
Advance Capital Management, Inc.	11,938	$530K	0.02%	-1,638	13F-HR Timeline
Avantax Planning Partners, Inc.	11,876	$527K	0.01%	0	13F-HR Timeline
Intrepid Financial Planning Group LLC	11,774	$523K	0.2%	-55	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	11,762	$522K	0.1%	+35	13F-HR Timeline
SteelPeak Wealth, LLC	11,750	$522K	0.02%	+138	13F-HR Timeline
Onyx Bridge Wealth Group LLC	11,638	$517K	0.05%	-658	13F-HR Timeline
Curi Capital, LLC	11,440	$508K	0.01%	+6,687	13F-HR Timeline
J.W. COLE ADVISORS, INC.	21,690	$503K	0.01%	+4,533	13F-HR Timeline
Howard Capital Management Group, LLC	11,200	$497K	0.03%	0	13F-HR Timeline
LINCOLN CAPITAL CORP	11,143	$495K	0.18%	0	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	11,112	$495K	0.23%	+3,878	13F-HR Timeline
Acorn Wealth Advisors, LLC	11,112	$493K	0.15%	-865	13F-HR Timeline
Coppell Advisory Solutions LLC	11,034	$492K	0.05%	-28,810	13F-HR Timeline
Retirement Planning Group, LLC	11,072	$492K	0.02%	+311	13F-HR Timeline
Integrated Investment Consultants, LLC	11,040	$490K	0.1%	0	13F-HR/A Timeline
Safe Harbor Wealth Advisors, LLC	10,074	$490K	0.47%		13F-HR Timeline
DELTA FINANCIAL ADVISORS LLC	11,020	$489K	0.13%	new	13F-HR Timeline
OakTrust Wealth Advisors, LLC	11,000	$488K	0.45%		13F-HR Timeline
KPP Advisory Services LLC	10,875	$483K	0.07%	+325	13F-HR Timeline
REAP Financial Group, LLC	10,808	$480K	0.1%	+60	13F-HR Timeline
Leo Wealth, LLC	10,725	$476K	0.03%	+127	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	10,715	$476K	0.39%	+6,617	13F-HR Timeline
American Institute for Advanced Investm…	10,709	$476K	0.31%	-769	13F-HR Timeline
SMITH, MOORE & CO.	10,704	$475K	0.04%	0	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	10,660	$473K	0.49%	-62	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	10,589	$470K	0.42%	+552	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	10,516	$467K	0.03%	-135	13F-HR Timeline
United Advisor Group, LLC	10,499	$466K	0.06%	+1,736	13F-HR Timeline
BURNEY CO/	10,484	$466K	0.01%	0	13F-HR Timeline
4WEALTH ADVISORS, INC.	10,385	$461K	0.4%	+352	13F-HR Timeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…	10,320	$459K	0.39%		13F-HR Timeline
VANGUARD GROUP INCgroup of 2 filers holding	10,311	$458K		+2,182	Timeline Vanguard Personalized Indexing Ma…: 15,135 (0.01%) 13F-HR VANGUARD GROUP INC: 10,311 (<0.01%) 13F-HR
Asset Dedication, LLC	10,282	$457K	0.03%	+172	13F-HR Timeline
Plan Group Financial, LLC	10,250	$455K	0.12%	-1,037	13F-HR Timeline
Evanson Asset Management, LLC	10,235	$455K	0.02%	0	13F-HR Timeline
Cannon Financial Strategists, Inc.	10,214	$454K	0.06%	+26	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	10,212	$454K	0.05%	+3,543	13F-HR Timeline
WealthPlan Investment Management, LLC	10,203	$453K	0.03%	-3	13F-HR Timeline
Diversified Enterprises, LLC	10,192	$453K	0.03%	+1,500	13F-HR Timeline
Bravias Capital Group, LLC	10,100	$449K	0.27%	+82	13F-HR Timeline
Portland Financial Advisors Inc	10,092	$448K	0.95%	+476	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	10,083	$448K	0.03%	+2,715	13F-HR Timeline Group
Prasad Wealth Partners, LLC	10,024	$445K	0.12%	+175	13F-HR Timeline
McAdam, LLC	10,018	$445K	0.02%	-113	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	9,996	$444K	0.19%	+3,270	13F-HR Timeline
Clark Capital Management Group, Inc.	9,935	$441K	<0.01%	+1,031	13F-HR Timeline
Sensible Money, LLC	9,868	$438K	0.14%	+172	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	9,860	$438K	<0.01%	-176	13F-HR Timeline Group
Claro Advisors Inc.	9,834	$437K	0.06%	+134	13F-HR Timeline
American Trust	9,804	$435K	0.04%	+106	13F-HR Timeline
Keel Point, LLC	9,739	$433K	0.03%	-3	13F-HR Timeline
Main Street Financial Solutions, LLC	9,663	$429K	0.03%	-764	13F-HR Timeline
FELL CAPITAL MANAGEMENT /ADV	9,653	$429K	0.42%		13F-HR Timeline
TWIN FOCUS CAPITAL PARTNERS, LLC	9,630	$428K	0.05%	+4,800	13F-HR Timeline
SIGNATUREFD, LLC	9,621	$427K	0.01%	+1,941	13F-HR Timeline
TME FINANCIAL, INC.	9,468	$420K	0.3%	+40	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	9,433	$419K	0.01%	-3,425	13F-HR Timeline
GW&K Investment Management, LLC	9,414	$418K	<0.01%	0	13F-HR Timeline
Vermillion & White Wealth Management Gr…	9,388	$417K	0.23%	-1	13F-HR Timeline
Willis Johnson & Associates, Inc.	9,381	$417K	0.03%	-658	13F-HR Timeline
MBL Wealth, LLC	9,375	$416K	0.03%	0	13F-HR Timeline
WEALTHGARDEN F.S. LLC	8,870	$416K	0.27%	+1,522	13F-HR Timeline