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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,219 managers (1,237 13F filers) reported a position in SPDW shares at 2026-06-30, 625,333,973 shares in all. 91 filers opened a position and 53 filers sold out during the quarter.

Managers
1,219
13F filers
1,237
New
91
Added
528
Reduced
418
Sold out
53
Shares held by filers
625,333,973

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Bravias Capital Group, LLC10,271$518K0.31%+7113F-HRTimeline
Prasad Wealth Partners, LLC10,168$512K0.12%+14413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,166$512K0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC10,166$512K0.02%-413F-HRTimeline
LVZ, Inc.10,112$510K0.05%013F-HRTimeline
May Hill Capital, LLC10,096$509K0.11%new13F-HRTimeline
Sensible Money, LLC10,011$504K0.13%+14313F-HRTimeline
CENTRAL TRUST Co9,912$499K0.01%+1,01913F-HRTimeline
Orographic Financial Advisors, LLC9,562$496K0.33%-9513F-HRTimeline
M1 Capital Management LLC9,790$493K0.18%+1,36813F-HRTimeline
Main Street Financial Solutions, LLC9,772$492K0.03%+10913F-HRTimeline
OakTrust Wealth Advisors, LLC9,751$491K0.42%+11813F-HRTimeline
Keel Point, LLC9,655$487K0.03%-2913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC9,630$485K0.05%013F-HRTimeline
SIGNATUREFD, LLC9,630$485K0.01%+813F-HRTimeline
Vermillion & White Wealth Management Gr…9,614$484K0.25%+30013F-HRTimeline
GWN SECURITIES INC.9,600$484K0.08%+1,25113F-HRTimeline
Richard W. Paul & Associates, LLC9,564$482K0.15%-3,29713F-HRTimeline
TME FINANCIAL, INC.9,535$480K0.3%+6713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC9,510$479K0.28%+40613F-HRTimeline
Alta Wealth Advisors LLC9,450$476K0.13%+10213F-HRTimeline
GW&K Investment Management, LLC9,414$474K<0.01%013F-HRTimeline
MBL Wealth, LLC9,375$472K0.03%013F-HRTimeline
Spinnaker Investment Group, LLC9,362$472K0.08%new13F-HRTimeline
United Advisor Group, LLC9,356$471K0.05%-84313F-HRTimeline
Clarity Capital Advisors, LLC9,309$469K0.2%+13313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC9,225$465K0.11%+23013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,186$463K<0.01%+9913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC9,178$462K0.04%013F-HRTimeline
WEALTHGARDEN F.S. LLC9,162$462K0.26%+1513F-HRTimeline
Elmwood Wealth Management, Inc.9,160$462K0.12%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO9,081$458K0.04%+19913F-HRTimeline
MJT & Associates Financial Advisory Gro…9,031$455K0.3%013F-HRTimeline
Freedom Investment Management, Inc.8,965$452K0.13%+613F-HRTimeline
REAP Financial Group, LLC8,962$452K0.08%-35013F-HRTimeline
Bright Futures Wealth Management, LLC.8,939$450K0.29%+2,07813F-HRTimeline
MSH Capital Advisors LLC8,933$450K0.08%-40813F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC8,891$448K0.17%-65,44813F-HRTimeline
Urban Financial Advisory Corp8,758$441K0.12%-49013F-HRTimeline
Insight Advisors, LLC/ PA8,740$440K0.08%-4,85713F-HRTimeline
Veery Capital, LLC8,709$439K0.12%013F-HRTimeline
Azimuth Capital Investment Management L…8,701$438K0.01%013F-HRTimeline
Perigon Wealth Management, LLC8,694$438K0.01%+37213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,682$437K0.04%-23913F-HRTimeline
PCM Encore, LLC8,651$436K0.08%new13F-HRTimeline
Valeo Financial Advisors, LLC17,994$433K0.01%+46913F-HRTimeline
Richard P Slaughter Associates Inc8,557$431K0.09%-31113F-HRTimeline
ASPIRIANT, LLC8,493$428K0.01%+88913F-HRTimeline
FIRST HORIZON CORP8,488$428K0.02%+11013F-HRTimeline
OMNI 360 Wealth, Inc.8,484$427K0.2%+4013F-HRTimeline
SBI Securities Co., Ltd.8,476$427K0.01%-22013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,430$425K0.01%+4,56113F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC8,358$421K0.01%013F-HRTimeline
TopTier Wealth Management, LLC8,297$418K0.25%+2,63413F-HRTimeline
Investments & Financial Planning, LLC8,231$415K0.2%-26413F-HRTimeline
Clear Harbor Asset Management, LLC8,224$414K0.03%-45013F-HRTimeline
Caprock Group, LLC8,178$412K0.01%+1,81013F-HRTimeline
OARSMAN CAPITAL, INC.8,131$410K0.04%+2,60113F-HRTimeline
Three Seasons Wealth, LLC8,101$408K0.04%+41113F-HRTimeline
Vantage Point Financial LLC8,092$408K0.12%+92913F-HRTimeline
XY Planning Network, Inc.7,999$403K0.05%new13F-HRTimeline
A4 Wealth Advisors LLC7,996$403K0.27%-7,47613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,960$401K-12,235Timeline
Morton Brown Family Wealth, LLC7,956$401K0.09%+48413F-HRTimeline
Madden Advisory Services, Inc.7,947$400K0.14%013F-HRTimeline
Traction Financial Partners, LLC7,935$400K0.21%+94513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,930$400K0.02%-2513F-HRTimeline
Pinnacle Family Advisors, LLC7,919$399K0.17%-1,30013F-HRTimeline
Annex Advisory Services, LLC7,908$398K0.01%-6013F-HRTimeline
Focus Financial Network, Inc.7,801$393K0.01%+38613F-HRTimeline
Gross & Hartman Investments LLC7,797$393K0.17%-5,15813F-HRTimeline
OLIO Financial Planning7,781$392K0.1%013F-HRTimeline
HM PAYSON & CO7,764$391K0.01%013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…7,689$387K0.3%-18713F-HRTimeline
Accel Wealth Management7,681$387K0.09%-9013F-HRTimeline
Cassaday & Co Wealth Management LLC7,667$386K0.01%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,642$385K0.01%+33213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA7,627$384K0.07%-4,34013F-HRTimeline
WNY Asset Management, LLC7,619$384K0.03%+213F-HRTimeline
Meridian Financial Advisors, LLC7,614$384K0.18%+3613F-HRTimeline
Kelly Financial Services LLC7,604$383K0.08%-2,94813F-HRTimeline
Mayflower Financial Advisors, LLC7,588$382K0.03%+27513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7,556$381K0.09%+5,74813F-HRTimeline
Oakwell Private Wealth Management, LLC7,550$380K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Forza Wealth Management, LLC7,545$380K0.12%013F-HRTimeline
Foundation Wealth Management, LLC\PA7,459$376K0.11%013F-HRTimeline
Keebeck Wealth Management7,421$374K0.04%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,395$373K<0.01%+1,89413F-HRTimelineGroup
Argent Trust Co7,348$370K0.01%-6013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…7,305$368K0.11%+2,09413F-HRTimelineGroup
MA Private Wealth7,240$365K0.05%013F-HRTimeline
Baker Avenue Asset Management, LP7,159$361K0.01%013F-HRTimeline
REDW Wealth LLC7,158$361K0.13%013F-HRTimeline
WESBANCO BANK INC7,128$359K0.01%new13F-HRTimeline
HBE Wealth Management, LLC7,096$358K0.26%013F-HRTimeline
Accurate Wealth Management, LLC7,125$358K0.03%+42113F-HRTimeline
Financial Plan, Inc.7,047$355K0.03%-39013F-HRTimeline
D.A. DAVIDSON & CO.7,011$353K<0.01%+41313F-HRTimeline
Gibson Capital, LLC7,002$353K0.06%013F-HRTimeline
Armbruster Capital Management, Inc.7,002$353K0.05%+10713F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,956$351K0.01%013F-HRTimeline
Innova Wealth Partners6,953$350K0.15%+10813F-HRTimeline
Checchi Capital Advisers, LLC6,949$350K0.02%+7713F-HRTimeline
Warren Street Wealth Advisors, LLC6,943$350K0.08%+2013F-HRTimeline
Revere Asset Management, Inc6,941$350K0.13%013F-HRTimeline
Balentine LLC6,906$348K0.01%-11,90913F-HRTimeline
J2 Capital Management Inc6,895$347K0.23%-86613F-HRTimeline
Smith Salley Wealth Management6,880$347K0.02%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.7,055$346K0.04%+1,00013F-HRTimeline
MW ADVISORY, LLC6,846$345K0.14%13F-HRTimeline
NorthCrest Asset Manangement, LLC6,882$345K0.01%new13F-HRTimeline
Yoffe Investment Management, LLC6,841$345K0.39%013F-HRTimeline
IFG Advisory, LLC6,828$344K0.01%new13F-HRTimeline
DMC Group, LLC6,826$344K0.24%new13F-HRTimeline
Strategic Investment Advisors / MI6,775$341K0.02%-5,29313F-HRTimeline
Anson Capital, Inc.6,733$339K0.22%+1513F-HRTimeline
Austin Wealth Management, LLC6,864$339K0.07%+12213F-HRTimeline
Lodestone Wealth Management LLC6,714$338K0.12%013F-HRTimeline
HMV Wealth Advisors, LLC6,705$338K0.13%013F-HRTimeline
Linscomb Wealth, Inc.6,662$336K0.01%-61613F-HRTimeline
Castle Rock Wealth Management, LLC6,724$335K0.07%+42113F-HRTimeline
MB Generational Wealth, LLC6,603$333K0.16%013F-HRTimeline
Legacy Bridge, LLC6,585$332K0.1%013F-HRTimeline
PETERSON WEALTH MANAGEMENT6,582$332K0.15%+9313F-HRTimeline
Plan Group Financial, LLC6,554$330K0.07%-4,40213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6,548$330K<0.01%+3,10413F-HRTimelineGroup
Capital Advantage, Inc.6,526$329K0.04%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC6,468$326K0.03%-76713F-HRTimeline
First Business Financial Services, Inc.6,444$325K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.6,426$324K0.01%+20513F-HRTimeline
Transce3nd, LLC6,373$320K2.83%-80313F-HRTimeline
K2 Financial Inc.6,287$320K0.23%-3013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,331$319K<0.01%+1,23413F-HR/ATimeline
Midwest Financial Partners Investments,…6,270$316K0.13%013F-HRTimeline
Retirement Investment Advisors, Inc.6,385$316K0.02%+4813F-HRTimeline
TWO SIGMA SECURITIES, LLC6,267$316K0.03%-13,24413F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,258$315K0.07%+8913F-HRTimeline
Ethic Inc.6,198$312K<0.01%new13F-HRTimeline
Independence Bank of Kentucky6,096$307K0.03%013F-HRTimeline
Moran Wealth Management, LLC6,092$307K0.01%new13F-HRTimeline
Wolff Financial Management LLC6,071$306K0.06%+2913F-HRTimeline
American Trust6,066$306K0.02%+1113F-HRTimeline
Tevis Investment Management6,035$304K0.17%+14013F-HRTimeline
Empirical Asset Management, LLC6,025$304K0.07%-70313F-HRTimeline
Aviance Capital Partners, LLC6,011$303K0.03%013F-HRTimeline
Manchester Capital Management LLC6,010$303K0.04%+7313F-HRTimeline
Meramec Financial Planners, LLC6,100$302K0.11%+8513F-HRTimeline
New Perspectives, Inc5,990$302K0.09%013F-HRTimeline
Buck Wealth Strategies, LLC5,971$301K0.03%-1,32513F-HRTimeline
CITY HOLDING CO5,970$301K0.03%new13F-HRTimeline
Tandem Investment Partners LLC5,889$297K0.23%+45413F-HRTimeline
Mission Financial Group, LLC5,873$296K0.25%13F-HRTimeline
Wealth Architects, LLC5,836$294K0.02%-25813F-HRTimeline
Tranquility Partners, LLC5,761$290K0.1%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,749$290K0.09%+6913F-HRTimeline
Cambridge Advisors Inc.5,747$290K0.05%013F-HRTimeline
Keystone Financial Services5,718$288K0.07%013F-HRTimeline
Colonial River Investments, LLC5,710$288K0.08%-71513F-HRTimeline
Root Financial Partners, LLC5,704$287K0.01%-15513F-HRTimeline
Copley Financial Group, Inc.5,676$286K0.17%-1,38613F-HRTimeline
Telos Capital Management, Inc.5,589$282K0.02%-6813F-HRTimeline
Synergy Investment Management, LLC5,541$279K0.07%-6013F-HRTimeline
Shoker Investment Counsel, Inc.5,524$278K0.07%+62613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)5,522$278K0.08%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,512$278K0.01%+12013F-HRTimeline
Beverly Hills Private Wealth, LLC5,497$277K0.05%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,477$276K<0.01%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK5,469$276K<0.01%new13F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,460$275K0.01%+83113F-HRTimelineGroup
Clarity Retirement & Wealth, LLC5,447$274K0.19%new13F-HRTimeline
Premier Private Wealth Management LLC5,395$272K0.24%-29813F-HRTimeline
Ballast Financial Advisors LLC5,384$271K0.25%013F-HRTimeline
Aspen Wealth Management LLC5,332$269K0.05%-24313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,367$267K0.03%013F-HRTimeline
Pine Valley Investments Ltd Liability Co5,285$266K0.01%013F-HRTimeline
Madison Wealth Partners, Inc5,282$266K0.03%new13F-HRTimeline
JMG Financial Group, Ltd.5,271$266K0.01%013F-HRTimeline
Parkway Wealth Management Group, LLC5,262$265K0.03%-65413F-HRTimeline
KLCM Advisors, Inc.5,261$265K0.02%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,236$264K0.07%-9013F-HRTimeline
Financial Solutions Advisory Group, Inc.5,230$262K0.03%013F-HRTimeline
MASECO LLP5,197$262K0.01%+47113F-HRTimeline
Prospera Financial Services Inc5,184$261K<0.01%new13F-HRTimeline
Financial Advisors Network, Inc.5,160$260K0.03%-69413F-HRTimeline
Richardson Capital Management LLC5,077$256K0.11%013F-HRTimeline
UPTICK PARTNERS, LLC5,067$255K0.04%-5,27613F-HRTimeline
Sovran Advisors, LLC5,144$254K0.02%013F-HRTimeline
Francis Financial, Inc.5,025$253K0.04%013F-HRTimeline
Align Financial, LLC5,020$253K0.13%013F-HRTimeline
Avidian Wealth Enterprises, LLC5,009$252K0.01%+6413F-HRTimeline
Core Wealth Management, Inc.5,001$252K0.07%013F-HRTimeline
BXM Wealth LLC4,952$250K0.14%new13F-HRTimeline
Financial Futures Ltd Liability Co.4,947$249K0.09%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,941$249K0.07%-24,30213F-HRTimeline
Falcon Wealth Planning4,941$249K0.02%+14213F-HRTimeline
High Net Worth Advisory Group LLC4,907$247K0.05%+4513F-HRTimeline
Alvarez & Marsal Private Wealth Partner…4,904$247K0.03%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC4,898$247K0.03%-14113F-HRTimeline
Texas Yale Capital Corp.4,888$246K0.01%-9,61213F-HRTimeline
Schorn Wealth LLC4,887$246K0.06%+1513F-HRTimeline