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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

963 managers (974 13F filers) reported a position in SPDW shares at 2024-12-31, 502,029,231 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
963
13F filers
974
New
62
Added
435
Reduced
275
Sold out
54
Shares held by filers
502,029,231

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Yoffe Investment Management, LLC6,841$233K0.35%13F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC6,825$233K<0.01%+10413F-HRTimeline
Richmond Investment Services, LLC6,761$231K0.13%13F-HRTimeline
Lodestone Wealth Management LLC6,709$229K0.11%013F-HRTimeline
SIGNATUREFD, LLC6,681$228K<0.01%+1,38113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,665$227K0.19%-14913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,550$226K<0.01%+3,41013F-HRTimelineGroup
Kraft, Davis & Associates, LLC6,160$223K0.06%new13F-HRTimeline
Empirical Asset Management, LLC115,668$222K0.07%new13F-HRTimeline
Tranquility Partners, LLC6,486$221K0.08%+86113F-HRTimeline
Focus Financial Network, Inc.6,463$221K0.01%-5013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,440$220K0.02%-1,15213F-HRTimeline
Capital Investment Advisory Services, L…6,411$219K0.02%+74213F-HRTimeline
PETERSON WEALTH MANAGEMENT6,375$218K0.13%013F-HRTimeline
New Perspectives, Inc6,358$217K0.12%-1813F-HRTimeline
Cannell & Spears LLC6,332$216K<0.01%013F-HRTimeline
Telos Capital Management, Inc.6,300$215K0.02%-14013F-HRTimeline
Beacon Financial Advisory LLC6,223$212K0.07%-65113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,190$211K<0.01%new13F-HRTimelineGroup
Empower Advisory Group, LLC6,114$209K<0.01%-4,89213F-HRTimeline
K2 Financial Inc.6,165$209K0.21%13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,100$208K<0.01%new13F-HRTimelineGroup
Independence Bank of Kentucky6,096$208K0.03%013F-HRTimeline
Capital CS Group, LLC6,033$206K0.28%-1,11213F-HRTimeline
Transce3nd, LLC6,017$205K0.07%13F-HRTimeline
Americana Partners, LLC5,935$203K0.01%013F-HRTimeline
Wolff Financial Management LLC5,865$200K0.06%+8013F-HRTimeline
Rialto Wealth Management, LLC5,645$193K0.06%13F-HRTimeline
OARSMAN CAPITAL, INC.5,630$192K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.5,603$191K0.01%-1,04513F-HRTimeline
Mainstream Capital Management LLC5,415$185K0.13%+7513F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,161$176K0.01%+10713F-HRTimeline
Copia Wealth Management5,074$173K0.16%13F-HRTimeline
SBI Securities Co., Ltd.5,053$172K0.01%13F-HRTimeline
Caitlin John, LLC5,009$171K0.12%+27413F-HRTimeline
Van Hulzen Asset Management, LLC4,932$168K0.01%-88513F-HRTimeline
Tidemark, LLC4,712$161K0.06%-2,92013F-HRTimeline
Balefire, LLC4,496$153K0.05%+18713F-HRTimeline
Sanctuary Wealth Management, L.L.C.4,460$152K0.1%013F-HRTimeline
Fairman Group, LLC4,094$140K0.12%+5613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,055$138K0.01%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,047$138K<0.01%013F-HR/ATimelineGroup
Orion Capital Management LLC3,847$131K0.06%new13F-HRTimeline
Measured Risk Portfolios, Inc.3,634$124K0.14%13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,215$110K0.06%013F-HRTimeline
Hoese & Co LLP3,211$110K0.1%new13F-HRTimeline
NorthRock Partners, LLC3,186$109K<0.01%013F-HR/ATimeline
Founders Financial Alliance, LLC3,155$108K0.03%+44413F-HRTimeline
Morling Financial Advisors, LLC3,045$104K0.04%013F-HRTimeline
Westside Investment Management, Inc.2,865$97.8K0.02%013F-HRTimeline
Coston, McIsaac & Partners2,813$96K0.03%013F-HRTimeline
Graney & King, LLC2,778$94.8K0.07%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,663$90.9K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,563$87.5K0.01%+1,95713F-HRTimeline
Abound Wealth Management2,497$85.2K0.03%+7213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …2,380$81.2K0.02%-2813F-HRTimelineGroup
Householder Group Estate & Retirement S…2,347$80K0.06%-21,48913F-HRTimeline
OAKWORTH CAPITAL, INC.2,256$77K0.01%+2,06413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,197$75K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,184$74.5K<0.01%-2313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,124$72.5K0.02%+56013F-HRTimeline
PrairieView Partners, LLC2,120$72K0.01%013F-HRTimeline
WealthCollab, LLC2,100$71.7K0.05%013F-HRTimeline
Asset Dedication, LLC2,070$70.7K0.01%+2,00013F-HRTimeline
Accent Capital Management, LLC2,000$68.3K0.04%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,905$65K0.04%+1,20213F-HRTimeline
American Capital Advisory, LLC1,900$64.8K0.04%013F-HRTimeline
Operose Advisors LLC1,877$64.1K0.02%+1,72613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,875$64K0.08%+64213F-HRTimeline
Bogart Wealth, LLC1,803$61.6K<0.01%+513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,769$60.4K<0.01%-2,82013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,751$59.8K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,650$58.2K<0.01%013F-HRTimeline
Front Row Advisors LLC1,502$51.3K0.02%+30013F-HRTimeline
NewSquare Capital LLC1,316$44.9K<0.01%new13F-HRTimeline
WPG Advisers, LLC1,314$44.8K0.04%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,236$42.2K<0.01%-1,02513F-HRTimeline
Bare Financial Services, Inc1,210$41.3K0.02%013F-HRTimeline
Safe Harbor Fiduciary, LLC1,182$40.3K0.04%+3613F-HRTimeline
Cherry Tree Wealth Management, LLC1,118$38.2K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,098$37.5K<0.01%-47713F-HRTimelineGroup
Strengthening Families & Communities, L…1,085$37K0.02%+1513F-HRTimeline
PFG Private Wealth Management, LLC1,084$37K0.02%-8913F-HRTimeline
Bellwether Advisors, LLC1,064$36.3K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC1,060$36.2K0.03%+1213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,061$36.2K<0.01%-713F-HRTimeline
Riggs Asset Managment Co. Inc.1,045$35.7K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC913$31.2K<0.01%-40413F-HRTimeline
First PREMIER Bank909$31K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC859$29.3K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.855$29.2K0.03%13F-HRTimeline
MilWealth Group LLC851$29K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…839$28.7K0.01%013F-HRTimeline
PSI Advisors, LLC793$27.1K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC780$27K<0.01%-45,77613F-HRTimelineGroup
ROGCO, LP746$25.5K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC745$25.4K0.02%013F-HRTimeline
Valued Wealth Advisors LLC742$25.3K0.02%new13F-HRTimeline
WR Wealth Planners, LLC717$24.5K0.01%-15013F-HRTimeline
Sandy Spring Bank661$22.6K<0.01%013F-HRTimeline
ORG Partners LLC637$21.8K<0.01%-2113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.628$21.4K0.01%+2913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC618$21.1K<0.01%-36913F-HRTimeline
FAS Wealth Partners, Inc.616$21K<0.01%new13F-HRTimeline
Covestor Ltd565$19K0.01%+10813F-HRTimeline
Sunbelt Securities, Inc.542$18.5K<0.01%+213F-HRTimeline
Transcendent Capital Group LLC498$17K0.01%+713F-HRTimeline
Hanson & Doremus Investment Management510$17K<0.01%013F-HRTimeline
Horizons Wealth Management498$17K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…492$16.8K<0.01%013F-HRTimelineGroup
TSFG, LLC470$16K<0.01%-6613F-HRTimeline
Crewe Advisors LLC412$14.1K<0.01%-27613F-HRTimeline
Lindbrook Capital, LLC412$14.1K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC410$14K0.01%013F-HRTimeline
Davis Capital Management404$13.8K0.01%013F-HRTimeline
Tower View Wealth Management LLC382$13K0.01%+513F-HRTimeline
Laurel Wealth Advisors LLC382$13K<0.01%013F-HRTimeline
North Star Investment Management Corp.380$13K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC345$13K<0.01%new13F-HRTimelineGroup
Global Wealth Strategies & Associates369$12.6K<0.01%-7313F-HRTimeline
Blue Trust, Inc.368$12.6K<0.01%+9913F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC354$12.1K<0.01%-41013F-HRTimelineGroup
Redwood Park Advisors LLC339$11.6K0.01%13F-HRTimeline
CENTRAL TRUST Co325$11.1K<0.01%-22313F-HRTimeline
UMB Bank, n.a.297$10.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Element Wealth, LLC260$8.87K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB259$8.84K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.243$8.29K0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…187$6.38K<0.01%013F-HRTimelineGroup
Archer Investment Corp177$6.04K<0.01%new13F-HRTimeline
Main Street Group, LTD157$5.33K<0.01%-45113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC151$5.15K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.149$5.09K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC129$4.41K<0.01%013F-HR/ATimeline
Center for Financial Planning, Inc.124$4.23K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.117$3.99K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.114$3.9K<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC108$3.87K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…108$3.87K<0.01%new13F-HRTimelineGroup
WINNACLE WEALTH LLC101$3.42K<0.01%13F-HRTimeline
FIDUCIARY ADVISORS, INC.100$3.41K<0.01%13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC96$3.27K<0.01%+113F-HRTimeline
FLP Wealth Management, LLC95$3.26K0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.92$3.15K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.91$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ancora Advisors LLCin group Ancora Advisors LLC87$2.98K<0.01%-39813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…83$2.83K<0.01%-6113F-HRTimelineGroup
Luken Investment Analytics, LLC81$2.77K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.73$2.5K<0.01%13F-HRTimeline
Bullock Wealth Management Group68$2.33K<0.01%013F-HRTimeline
Winch Advisory Services, LLC61$2.09K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC53$1.81K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.47$1.62K0.15%-44,71913F-HRTimeline
Tradewinds Capital Management, LLC44$1.5K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC40$1.38K<0.01%-14013F-HRTimeline
Murphy & Mullick Capital Management Corp37$1.26K<0.01%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.16K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC27$922<0.01%13F-HRTimeline
Decker Retirement Planning Inc.22$751<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC21$717<0.01%013F-HRTimeline
10Elms LLP12$409<0.01%13F-HRTimeline
Capital A Wealth Management, LLC8$273<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC82$28<0.01%new13F-HR/ATimeline