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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,193 managers (1,208 13F filers) reported a position in SPDW shares at 2026-03-31, 658,238,534 shares in all. 94 filers opened a position and 49 filers sold out during the quarter.

Managers
1,193
13F filers
1,208
New
94
Added
474
Reduced
410
Sold out
49
Shares held by filers
658,238,534

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cannon Financial Strategists, Inc.24,341$1.11M0.15%+14,12713F-HRTimeline
IFG Advisors, LLC24,327$1.11M0.18%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC24,125$1.1M0.15%013F-HRTimeline
Hopwood Nicholas Hunter23,905$1.09M0.35%-15813F-HRTimeline
Golden State Wealth Management, LLC23,882$1.09M0.12%-6,20213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC23,800$1.09M0.86%+19013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,745$1.08M<0.01%-1,66713F-HR/ATimelineGroup
American Institute for Advanced Investm…23,744$1.08M0.7%+13,03513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC23,616$1.08M0.18%+1,28413F-HRTimeline
BOKF, NAin group BOKF, NA23,597$1.08M0.02%-1,03713F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC23,551$1.08M0.02%-71713F-HRTimeline
Sequoia Financial Advisors, LLC23,315$1.06M0.01%+37913F-HRTimeline
Key Financial Inc23,264$1.06M0.19%+12713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT23,157$1.06M0.01%+3,80613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC22,981$1.05M0.04%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC22,853$1.04M0.34%+1,75113F-HRTimeline
FWG Investments, LLC.22,589$1.03M0.66%-2,74713F-HRTimeline
Dorsey & Whitney Trust CO LLC22,468$1.03M0.06%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.22,437$1.02M0.12%+613F-HRTimeline
Csenge Advisory Group22,420$1.02M0.05%-9613F-HRTimeline
Rock Point Advisors, LLC22,395$1.02M0.28%+1,59713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC22,349$1.02M0.03%-1,22213F-HRTimeline
Wealth Advisors Northwest LLC22,230$1.01M0.43%-61413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO22,075$1.01M0.02%-4,84813F-HRTimeline
WFA of San Diego, LLC21,753$993K0.8%-30513F-HRTimeline
Wallace Advisory Group, LLC21,528$983K1.05%-1,84913F-HRTimeline
Glen Eagle Advisors, LLC21,486$981K0.14%-40,19213F-HRTimeline
Leverty Financial Group, LLC21,120$964K0.21%+48613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV21,087$963K0.05%+3,35413F-HRTimeline
Strategic Wealth Partners, Ltd.20,916$955K0.07%+59013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…20,891$954K<0.01%013F-HRTimelineGroup
BALANCED WEALTH GROUP LLC20,858$952K0.34%+77613F-HRTimeline
Destiny Capital Corp/CO20,843$951K0.51%013F-HRTimeline
Allen Capital Group, LLC20,607$941K0.08%-5513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,591$940K0.06%+2,67013F-HRTimeline
Newport Capital Group, LLC20,257$925K0.56%-1,57313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…20,252$925K0.02%-113F-HRTimelineGroup
SeedSafe Financial LLC20,227$923K0.76%+72913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors20,195$922K0.13%013F-HRTimelineGroup
Uptown Financial Advisors LLC20,121$919K0.74%013F-HRTimeline
McKinley Carter Wealth Services, Inc.19,973$912K0.05%-20,07213F-HRTimeline
Canal Capital Management, LLC19,963$911K0.12%+24613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC19,907$909K0.22%-14713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,886$908K<0.01%-68313F-HRTimelineGroup
Aegis Wealth Management, Inc.19,873$907K0.71%+4,89313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC19,779$903K0.3%-58013F-HRTimeline
Strategic Blueprint, LLC19,675$898K0.05%-64013F-HRTimeline
M Holdings Securities, Inc.17,821$898K0.06%-16613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,645$897K0.03%-1,24413F-HRTimelineGroup
Resurgent Financial Advisors LLC19,606$895K0.33%-71113F-HRTimeline
Rooted Wealth Advisors, Inc.18,101$893K0.24%-15113F-HRTimeline
TWO SIGMA SECURITIES, LLC19,511$891K0.1%+14,05613F-HRTimeline
Steward Partners Investment Advisory, L…19,249$879K<0.01%+95413F-HRTimeline
Kraft, Davis & Associates, LLC17,918$878K0.19%-11,47113F-HRTimeline
LWM Advisory Services, LLC19,208$877K0.94%-8,89813F-HRTimeline
WealthShield Partners, LLC19,105$872K0.1%+26913F-HRTimeline
Redwood Financial Network Corp19,080$871K0.57%+3,27013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,061$870K<0.01%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…18,936$864K0.01%-1013F-HRTimelineGroup
Balentine LLC18,815$859K0.03%-2,99913F-HRTimeline
Pacifica Partners Inc.18,636$851K0.28%+3,89113F-HRTimeline
KINTRA WEALTH, LLC18,625$850K0.06%-60513F-HRTimeline
Financial Strategies Group, Inc.17,377$842K0.14%+9,31713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC18,385$839K0.52%013F-HRTimeline
McClarren Financial Advisors, Inc.18,283$835K0.49%+15,32113F-HRTimeline
J.W. COLE ADVISORS, INC.18,269$834K0.03%-3,42113F-HRTimeline
IEQ CAPITAL, LLC18,192$830K<0.01%-7213F-HRTimeline
Professional Financial Advisors, LLC18,159$829K0.17%-92413F-HRTimeline
Port Capital LLC18,000$822K0.04%013F-HRTimeline
Bolthouse Investments, LLC17,842$814K0.74%+40413F-HRTimeline
Maia Wealth LLC17,780$812K0.14%-66813F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC17,527$800K0.66%-24713F-HRTimeline
Caliber Wealth Management, LLC / KS17,470$798K0.09%-21,79313F-HRTimeline
Clark Asset Management, LLC17,382$793K0.07%013F-HRTimeline
Lumbard & Kellner, LLC17,381$793K0.27%013F-HRTimeline
TLWM17,011$777K0.14%+2,56513F-HRTimeline
Coordinated Financial Services, Inc.16,929$773K0.45%+1,00013F-HRTimeline
BRIGHTON JONES LLC16,883$771K0.02%new13F-HR/ATimeline
Stone Summit Wealth LLC16,779$766K0.21%+46813F-HRTimeline
BSW Wealth Partners16,695$762K0.09%+23413F-HRTimeline
Spectrum Planning & Advisory Services I…16,524$754K0.37%+47213F-HRTimeline
BlueChip Wealth Advisors LLC16,181$739K0.32%+7,11813F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,168$738K0.01%-15513F-HRTimeline
E6 Portfolios, LLC16,137$737K0.77%+1,68513F-HRTimeline
Acropolis Investment Management, LLC16,127$736K0.03%-2,39013F-HRTimeline
GTS SECURITIES LLC16,116$736K0.03%new13F-HRTimeline
Summit Financial Strategies, Inc.16,107$735K0.06%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC16,050$733K0.22%-49113F-HRTimeline
Bernicke Wealth Management, Ltd.15,881$725K0.09%-8913F-HRTimeline
WEDBUSH SECURITIES INC15,853$724K0.02%+53913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC15,575$711K0.02%+5013F-HRTimeline
Brooklyn Investment Group15,510$708K0.02%+96913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,500$708K<0.01%+2,01013F-HRTimelineGroup
A4 Wealth Advisors LLC15,472$706K0.59%-8,19713F-HRTimeline
South Shore Capital Advisors15,360$701K0.51%new13F-HRTimeline
RMR Wealth Builders15,316$699K0.06%-92013F-HRTimeline
Western Reserve Capital Management, LLC15,298$698K0.57%+9713F-HRTimeline
Upper Left Wealth Management, LLC15,198$694K0.41%-2,87013F-HRTimeline
Gunpowder Capital Management, LLC dba O…15,194$694K0.53%-2,46913F-HRTimeline
WHITTIER TRUST CO14,917$692K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.15,112$690K0.23%-1213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI15,100$689K0.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB15,079$688K0.02%013F-HRTimeline
STOCK YARDS BANK & TRUST CO15,028$686K0.02%+1,07513F-HRTimeline
Inscription Capital, LLC14,989$684K0.07%new13F-HRTimeline
CogentBlue Wealth Advisors, LLC14,942$682K0.46%-3,91413F-HRTimeline
Aletheian Wealth Advisors LLC14,906$680K0.33%13F-HRTimeline
LANE BROTHERS & CO INC14,839$677K0.49%-84213F-HRTimeline
Wealthfront Advisers LLC14,793$675K<0.01%+2,07113F-HRTimeline
Prospect Financial Group LLC14,742$673K0.62%-2,34813F-HRTimeline
Coastline Complete Wealth LLC14,523$663K0.41%+25413F-HRTimeline
Texas Yale Capital Corp.14,500$662K0.02%013F-HRTimeline
Cedar Point Capital Partners, LLC14,301$653K0.42%+29713F-HRTimeline
Yoder Wealth Management, Inc.14,300$653K0.3%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…14,225$649K0.09%-45613F-HRTimeline
Thompson David Blair14,176$647K0.37%-52,31513F-HRTimeline
BCK Partners, Inc.14,174$647K0.35%+1013F-HRTimeline
PFG Advisors14,164$647K0.03%-10,21313F-HRTimeline
FSA Advisors, Inc.14,117$644K0.42%-12,95713F-HRTimeline
Latitude Advisors, LLC14,096$643K0.29%+4,88913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.14,028$640K<0.01%13F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC14,019$640K0.06%-42113F-HRTimeline
Chicago Partners Investment Group LLC13,039$634K0.01%+28513F-HRTimeline
Triumph Capital Management13,869$633K0.13%-93713F-HRTimeline
Plan A Wealth LLC13,841$632K0.3%-3,17913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.13,748$628K0.05%+3,66513F-HRTimelineGroup
Pacific Park Financial, Inc.13,680$624K0.41%+1,15213F-HRTimeline
Anchor Investment Management, LLC13,667$624K0.05%013F-HRTimeline
Insight Advisors, LLC/ PA13,597$621K0.12%-137,12213F-HRTimeline
Barnes Dennig Private Wealth Management…13,522$617K0.61%+9,70713F-HRTimeline
Hershey Financial Advisers, LLC13,512$617K0.53%-2613F-HRTimeline
CAPITAL ADVISORS INC/OK13,509$617K0.01%+12213F-HRTimeline
Glassman Wealth Services13,491$616K0.08%+4813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC13,480$615K0.27%+2,36813F-HR/ATimeline
Astoria Strategic Wealth, Inc.13,443$614K0.16%+26513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC13,377$611K0.17%-61813F-HRTimeline
CARDIFF PARK ADVISORS, LLC13,300$607K0.05%013F-HRTimeline
Belleair Asset Management, LLC13,291$607K0.55%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC13,255$605K0.07%+3,04313F-HRTimeline
Leo Wealth, LLC13,058$596K0.04%+2,33313F-HRTimeline
Shepherd Financial Partners LLC12,998$593K0.06%013F-HRTimeline
Evanson Asset Management, LLC12,997$593K0.03%+2,76213F-HRTimeline
Gross & Hartman Investments LLC12,955$591K0.31%-1,92113F-HRTimeline
Altus Wealth Group LLC12,952$591K0.24%-8113F-HRTimeline
Nicholas Hoffman & Company, LLC.12,910$589K0.01%+4913F-HRTimeline
Richard W. Paul & Associates, LLC12,861$587K0.2%-1,26013F-HRTimeline
Family Legacy, Inc.12,811$585K0.18%-32613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC12,753$582K0.44%-41713F-HRTimeline
Lantz Financial LLC12,742$582K0.12%-44813F-HRTimeline
Berger Financial Group, Inc12,733$581K0.03%-2,70813F-HRTimeline
Quantum Financial Planning Services, In…12,714$580K0.21%013F-HRTimeline
SteelPeak Wealth, LLC12,585$575K0.02%+83513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,444$568K0.06%-83313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.12,420$567K<0.01%+38113F-HRTimelineGroup
Acorn Wealth Advisors, LLC12,182$556K0.16%+1,07013F-HRTimeline
Sequent Asset Management, LLC12,129$554K0.26%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,098$552K0.04%+6,02613F-HRTimeline
Strategic Investment Advisors / MI12,068$551K0.04%-61713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC11,419$550K0.24%+1,42313F-HRTimeline
Ellevest, Inc.11,976$547K0.08%-1,56513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC11,976$547K0.07%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA11,967$546K0.11%+20513F-HRTimeline
Gryphon Financial Partners LLC11,881$542K0.06%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,740$535K<0.01%+10,96013F-HRTimelineGroup
Ridgeline Wealth Planning, LLC11,655$532K0.39%+4,04513F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV11,600$530K0.51%+1,94713F-HRTimeline
Hurley Capital, LLC11,598$529K0.28%-2,57313F-HRTimeline
Bleakley Financial Group, LLC11,504$525K0.01%new13F-HRTimeline
Curi Capital, LLC11,483$524K0.01%+4313F-HRTimeline
Intrepid Financial Planning Group LLC11,479$524K0.21%-29513F-HRTimeline
Avantax Planning Partners, Inc.11,421$521K0.01%-45513F-HRTimeline
Retirement Planning Group, LLC11,251$514K0.02%+17913F-HRTimeline
Midwest Trust Co11,244$513K0.01%+2,60013F-HRTimeline
Howard Capital Management Group, LLC11,200$511K0.03%013F-HRTimeline
Integrated Investment Consultants, LLC11,153$509K0.11%+11313F-HRTimeline
LINCOLN CAPITAL CORP11,143$509K0.19%013F-HRTimeline
Clark Capital Management Group, Inc.11,126$508K<0.01%+1,19113F-HRTimeline
UMB Bank, n.a.11,067$505K0.01%+10,90013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Onyx Bridge Wealth Group LLC11,046$504K0.05%-59213F-HRTimeline
DELTA FINANCIAL ADVISORS LLC11,020$503K0.13%013F-HRTimeline
Regal Investment Advisors LLC11,016$503K0.03%new13F-HRTimeline
Intrua Financial, LLC10,977$501K0.05%-1,30613F-HRTimeline
Plan Group Financial, LLC10,956$500K0.12%+70613F-HRTimeline
SMITH, MOORE & CO.10,895$497K0.04%+19113F-HRTimeline
Quest 10 Wealth Builders, Inc.10,802$493K0.43%+21313F-HRTimeline
McAdam, LLC10,774$492K0.02%+75613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.10,735$490K0.36%+2013F-HRTimeline
KPP Advisory Services LLC10,732$490K0.07%-14313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,672$487K-4,463Timeline
Redwood Investment Management, LLCin group Redwood Investment Management…10,554$482K0.06%-2,02813F-HR/ATimelineGroup
Kelly Financial Services LLC10,552$482K0.12%-1,44013F-HRTimeline
4WEALTH ADVISORS, INC.10,775$476K0.41%+39013F-HRTimeline
UPTICK PARTNERS, LLC10,343$472K0.09%+1,59013F-HRTimeline
BURNEY CO/10,322$471K0.01%-16213F-HRTimeline
Asset Dedication, LLC10,282$469K0.03%013F-HRTimeline
WealthPlan Investment Management, LLC10,273$469K0.03%+7013F-HRTimeline
WCG Wealth Advisors LLC10,260$468K0.01%-6,19713F-HRTimeline
Wealthspire Advisors, LLC10,254$468K<0.01%+2,81213F-HRTimeline
Bravias Capital Group, LLC10,200$466K0.3%+10013F-HRTimeline
United Advisor Group, LLC10,199$466K0.06%-30013F-HRTimeline