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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

982 managers (994 13F filers) reported a position in SPDW shares at 2025-03-31, 514,697,996 shares in all. 76 filers opened a position and 51 filers sold out during the quarter.

Managers
982
13F filers
994
New
76
Added
377
Reduced
363
Sold out
51
Shares held by filers
514,697,996

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Morton Brown Family Wealth, LLC6,850$249K0.08%-55713F-HRTimeline
Yoffe Investment Management, LLC6,841$249K0.37%013F-HRTimeline
Coppell Advisory Solutions LLC6,569$249K0.03%-5,16613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…6,833$249K0.01%-7513F-HRTimeline
Baker Avenue Asset Management, LP6,769$246K0.01%-1,13013F-HRTimeline
King Wealth Management Group6,732$245K0.04%new13F-HRTimeline
Lodestone Wealth Management LLC6,709$244K0.13%013F-HRTimeline
Willis Johnson & Associates, Inc.6,638$242K0.02%new13F-HRTimeline
Empirical Asset Management, LLC6,599$240K0.08%-109,06913F-HRTimeline
UPTICK PARTNERS, LLC6,548$238K0.08%new13F-HRTimeline
J.W. COLE ADVISORS, INC.6,540$238K0.01%new13F-HRTimeline
J2 Capital Management Inc6,533$238K0.22%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,496$237K0.02%+5613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,482$236K0.01%-108,03913F-HRTimelineGroup
Focus Financial Network, Inc.6,463$235K0.01%013F-HRTimeline
KPP Advisory Services LLC6,411$233K0.04%new13F-HRTimeline
Binnacle Investments Inc6,404$233K0.17%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,396$233K0.01%+1,23513F-HRTimeline
PETERSON WEALTH MANAGEMENT6,375$232K0.16%013F-HRTimeline
Rockwood Wealth Management, LLC6,335$231K0.02%new13F-HRTimeline
Cannell & Spears LLC6,332$231K<0.01%013F-HRTimeline
Telos Capital Management, Inc.6,274$228K0.02%-2613F-HRTimeline
Transce3nd, LLC6,263$228K0.1%+24613F-HRTimeline
Meridian Financial Advisors, LLC6,250$228K0.16%new13F-HRTimeline
Hutchens & Kramer Investment Management…6,190$225K0.12%-71513F-HRTimeline
K2 Financial Inc.6,224$225K0.22%+5913F-HRTimeline
Independence Bank of Kentucky6,096$222K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,071$221K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV6,055$220K0.02%+4,81913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,037$220K<0.01%-78813F-HRTimeline
Tranquility Partners, LLC6,036$220K0.08%-45013F-HRTimeline
Davies Financial Advisors, Inc.6,020$219K0.19%new13F-HRTimeline
Aviance Capital Partners, LLC6,011$219K0.03%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,945$216KnewTimeline
Americana Partners, LLC5,935$216K0.01%013F-HRTimeline
Wolff Financial Management LLC5,865$214K0.06%013F-HRTimeline
CAPITAL MANAGEMENT CORP /VA5,800$211K0.04%new13F-HRTimeline
Cambridge Advisors Inc.5,747$209K0.05%new13F-HRTimeline
OARSMAN CAPITAL, INC.5,630$205K0.04%013F-HRTimeline
GHP Investment Advisors, Inc.5,603$204K0.01%013F-HRTimeline
Clark Capital Management Group, Inc.5,592$204K<0.01%-1,29913F-HRTimeline
Capital Investment Advisory Services, L…5,592$204K0.02%-81913F-HRTimeline
Aspen Wealth Management LLC5,550$202K0.06%new13F-HRTimeline
American Trust5,549$202K0.05%-3,60413F-HRTimeline
Mayflower Financial Advisors, LLC5,546$202K0.03%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,514$201K0.1%new13F-HRTimeline
Main Street Financial Solutions, LLC5,514$201K0.02%-1,64613F-HRTimeline
SIGNATUREFD, LLC5,392$196K<0.01%-1,28913F-HRTimeline
McIlrath & Eck, LLC5,389$196K0.02%new13F-HRTimeline
SBI Securities Co., Ltd.5,341$194K0.01%+28813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…5,182$189K0.14%+5,07413F-HRTimelineGroup
Copia Wealth Management5,038$183K0.17%-3613F-HRTimeline
Rialto Wealth Management, LLC4,869$177K0.06%-77613F-HRTimeline
AlphaCore Capital LLC4,461$162K0.01%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,055$148K0.01%013F-HRTimelineGroup
Tidemark, LLC3,986$145K0.05%-72613F-HRTimeline
Orion Capital Management LLC3,850$140K0.06%+313F-HRTimeline
Fairman Group, LLC1,842$140K0.13%-2,25213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,619$132K0.03%+1,49513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,215$117K0.07%013F-HRTimeline
Hoese & Co LLP3,211$117K0.1%013F-HRTimeline
Founders Financial Alliance, LLC3,191$116K0.03%+3613F-HRTimeline
NorthRock Partners, LLC3,186$116K<0.01%013F-HRTimeline
Westside Investment Management, Inc.2,990$109K0.02%+12513F-HRTimeline
Morling Financial Advisors, LLC2,926$107K0.04%-11913F-HRTimeline
Coston, McIsaac & Partners2,813$102K0.03%013F-HRTimeline
Graney & King, LLC2,778$101K0.08%013F-HRTimeline
Urban Financial Advisory Corp2,702$98.4K0.05%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,663$97K0.01%013F-HRTimeline
Abound Wealth Management2,512$91.5K0.03%+1513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,378$86.6K0.02%13F-HRTimelineGroup
Front Row Advisors LLC2,367$86.2K0.03%+86513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.2,249$81.9K0.05%+34413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,203$80.2K<0.01%+1913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,197$80K0.03%013F-HRTimeline
PrairieView Partners, LLC2,120$77K0.01%013F-HRTimeline
WealthCollab, LLC2,100$76.5K0.05%013F-HRTimeline
Accent Capital Management, LLC2,000$72.8K0.04%013F-HRTimeline
American Capital Advisory, LLC1,900$69.2K0.04%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,875$68.3K0.09%013F-HRTimeline
Operose Advisors LLC1,809$65.9K0.02%-6813F-HRTimeline
Bogart Wealth, LLC1,803$65.7K<0.01%013F-HRTimeline
SSA SWISS ADVISORS AG1,800$65.5K0.03%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,769$64.4K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,751$63.8K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC1,451$52.8K0.02%new13F-HRTimeline
Decker Retirement Planning Inc.1,223$44.5K0.03%+1,20113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,220$44.4K<0.01%new13F-HRTimeline
Bare Financial Services, Inc1,210$44.1K0.02%013F-HRTimeline
Safe Harbor Fiduciary, LLC1,187$43.2K0.04%+513F-HRTimeline
Cherry Tree Wealth Management, LLC1,145$41.7K0.01%+2713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,098$40K<0.01%013F-HRTimelineGroup
Strengthening Families & Communities, L…1,085$39.5K0.02%013F-HRTimeline
PFG Private Wealth Management, LLC1,084$39.5K0.02%013F-HRTimeline
Bellwether Advisors, LLC1,064$38.7K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC1,059$38.5K0.03%-113F-HRTimeline
WPG Advisers, LLC1,052$38.3K0.04%-26213F-HRTimeline
Riggs Asset Managment Co. Inc.1,045$38K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC913$33.2K<0.01%013F-HRTimeline
PSI Advisors, LLC893$32.5K0.01%+10013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC859$31.3K<0.01%013F-HRTimeline
MilWealth Group LLC851$31K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…839$30.6K0.01%013F-HRTimeline
Trust Co817$29.7K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC780$28K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc764$27.8K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…749$27.3K<0.01%new13F-HRTimelineGroup
ROGCO, LP746$27.2K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC745$27.1K0.02%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…741$27K0.02%new13F-HRTimeline
Woodside Wealth Management LLC711$25.9K0.02%13F-HRTimeline
IMG Wealth Management, Inc.689$25.1K0.02%-16613F-HRTimeline
Sandy Spring Bank661$24.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.641$23.3K<0.01%+2513F-HRTimeline
ORG Partners LLC637$23.3K0.01%013F-HRTimeline
Missouri Trust & Investment Co632$23K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.628$22.9K0.01%013F-HRTimeline
Kessler Investment Group, LLC625$22.8K0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC618$22.5K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC606$22.1K<0.01%-1,95713F-HRTimeline
Covestor Ltd601$22K0.01%+3613F-HRTimeline
ROSS\JOHNSON & Associates LLC580$21.1K0.36%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC557$20K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management510$19K<0.01%013F-HRTimeline
Horizons Wealth Management498$18.1K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…469$17.1K<0.01%new13F-HRTimeline
TSFG, LLC470$17K<0.01%013F-HRTimeline
Garde Capital, Inc.465$16.9K<0.01%new13F-HRTimeline
Crewe Advisors LLC412$15K<0.01%013F-HRTimeline
Lindbrook Capital, LLC412$15K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.410$14.9K<0.01%-13213F-HRTimeline
AllSquare Wealth Management LLC410$14.9K0.01%013F-HRTimeline
Davis Capital Management404$14.7K0.01%013F-HRTimeline
Tower View Wealth Management LLC382$13.9K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC382$13.9K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates369$13.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.367$13.4K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC354$12.9K<0.01%013F-HRTimelineGroup
Redwood Park Advisors LLC339$12.3K0.01%013F-HRTimeline
Caldwell Trust Co336$12.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co325$11.8K<0.01%013F-HRTimeline
UMB Bank, n.a.297$10.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB259$9.43K<0.01%013F-HRTimeline
Rossby Financial, LCC240$9.01K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.234$9K<0.01%+14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Valued Wealth Advisors LLC247$8.99K0.01%-49513F-HRTimeline
Reyes Financial Architecture, Inc.243$8.85K0.01%013F-HRTimeline
Blue Trust, Inc.195$7.1K<0.01%-17313F-HRTimeline
OAKWORTH CAPITAL, INC.192$6.99K<0.01%-2,06413F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…187$6.81K<0.01%013F-HRTimelineGroup
Archer Investment Corp177$6.45K<0.01%013F-HRTimeline
Main Street Group, LTD157$5.68K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC151$5.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.130$4.73K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC128$4.66K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.124$4.51K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC129$4.41K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.121$4.41K<0.01%+713F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.117$4.26K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC105$3.88K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC101$3.64K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.100$3.64K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC96$3.49K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.92$3.35K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC92$3.32K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…83$3.02K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group79$2.88K<0.01%new13F-HRTimeline
Keystone Financial Group, Inc.73$2.82K<0.01%013F-HRTimeline
Bullock Wealth Management Group68$2.5K<0.01%013F-HRTimeline
LRI Investments, LLC62$2.26K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC61$2.23K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC52$1.89K<0.01%-113F-HRTimeline
Tradewinds Capital Management, LLC44$1.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC40$1.47K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp37$1.35K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.24K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC30$1.09K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC22$801<0.01%+1413F-HRTimeline
HOEY INVESTMENTS, INC21$765<0.01%013F-HRTimeline
10Elms LLP12$437<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5$182<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,65013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.