SPDW SPDR INDEX SHS FDS

COM (fund)

1,039 managers (1,051 13F filers) reported a position in SPDW shares at 2025-06-30, 536,707,075 shares in all. 92 filers opened a position and 42 filers sold out during the quarter.

Managers: 1,039
13F filers: 1,051
New: 92
Added: 440
Reduced: 364
Sold out: 42
Shares held by filers: 536,707,075

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Austin Wealth Management, LLC	7,326	$292K	0.05%	-6,196	13F-HR Timeline
Yeomans Consulting Group, Inc.	7,221	$292K	0.12%	new	13F-HR Timeline
Focus Financial Network, Inc.	7,196	$291K	0.01%	+733	13F-HR Timeline
Morton Brown Family Wealth, LLC	7,166	$290K	0.09%	+316	13F-HR Timeline
REDW Wealth LLC	7,158	$290K	0.12%	0	13F-HR Timeline
Willis Johnson & Associates, Inc.	7,115	$288K	0.02%	+477	13F-HR Timeline
Ellevest, Inc.	7,014	$284K	0.05%	-1,163	13F-HR Timeline
Gibson Capital, LLC	7,002	$284K	0.06%	0	13F-HR Timeline
Moors & Cabot, Inc.	7,000	$283K	0.01%	0	13F-HR Timeline
Linscomb Wealth, Inc.	6,957	$282K	0.01%	-358	13F-HR Timeline
New Perspectives, Inc	6,950	$281K	0.14%	0	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	6,942	$281K	0.01%	+109	13F-HR Timeline
SlateStone Wealth, LLC	6,914	$280K	0.03%	-20	13F-HR Timeline
Premier Path Wealth Partners, LLC	6,909	$280K	0.04%	-2,455	13F-HR Timeline
Retirement Investment Advisors, Inc.	6,905	$280K	0.03%	0	13F-HR Timeline
Ballast, Inc.	6,883	$279K	0.07%	-381	13F-HR/A Timeline
Smith Salley Wealth Management	6,880	$279K	0.02%	0	13F-HR Timeline
Checchi Capital Advisers, LLC	6,872	$278K	0.02%	0	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	6,862	$278K	0.03%	0	13F-HR Timeline
FSA Wealth Management LLC	6,855	$278K	0.11%	-164	13F-HR Timeline
Yoffe Investment Management, LLC	6,841	$277K	0.38%	0	13F-HR Timeline
MATHER GROUP, LLC.	6,829	$277K	<0.01%	-138	13F-HR Timeline
Anson Capital, Inc.	6,827	$276K	0.22%	-1,673	13F-HR Timeline
Kelly Financial Services LLC	6,778	$274K	0.08%	-9,515	13F-HR Timeline
Baker Avenue Asset Management, LP	6,769	$274K	0.01%	0	13F-HR Timeline
SHAKER INVESTMENTS LLC/OH	6,723	$272K	0.11%	new	13F-HR Timeline
Lodestone Wealth Management LLC	6,709	$272K	0.13%	0	13F-HR Timeline
HMV Wealth Advisors, LLC	6,705	$271K	0.18%	new	13F-HR Timeline
King Wealth Management Group	6,657	$270K	0.04%	-75	13F-HR Timeline
Sovran Advisors, LLC	6,608	$267K	0.03%	-1,713	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	6,558	$266K	0.01%	+162	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	6,558	$266K	0.02%	+62	13F-HR Timeline
D.A. DAVIDSON & CO.	6,530	$264K	<0.01%	-449	13F-HR Timeline
Clearstead Trust, LLC	6,442	$261K	0.05%	new	13F-HR Timeline
K2 Financial Inc.	6,511	$260K	0.23%	+287	13F-HR Timeline
Binnacle Investments Inc	6,419	$260K	0.17%	+15	13F-HR Timeline
PETERSON WEALTH MANAGEMENT	6,375	$258K	0.15%	0	13F-HR Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…	6,365	$258K	0.01%	-2,924	13F-HR Timeline Group
Cannell & Spears LLC	6,332	$256K	0.01%	0	13F-HR Timeline
Meridian Financial Advisors, LLC	6,324	$256K	0.17%	+74	13F-HR Timeline
Forefront Wealth Partners, LLC	6,861	$256K	0.18%	-14,913	13F-HR Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…	6,275	$254K	0.09%	new	13F-HR Timeline
Telos Capital Management, Inc.	6,274	$254K	0.03%	0	13F-HR Timeline
Strategic Investment Advisors / MI	6,259	$253K	0.02%	-14,335	13F-HR Timeline
Accurate Wealth Management, LLC	6,209	$253K	0.04%	new	13F-HR Timeline
HUB Investment Partners, LLC	6,139	$249K	0.01%	new	13F-HR Timeline
Oakwell Private Wealth Management, LLC	6,124	$248K	0.06%	new	13F-HR Timeline
Independence Bank of Kentucky	6,096	$247K	0.03%	0	13F-HR Timeline
Wealth Architects, LLC	6,094	$247K	0.03%	-1,094	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	6,087	$246K	<0.01%	new	13F-HR Timeline
Davies Financial Advisors, Inc.	6,020	$244K	0.19%	0	13F-HR Timeline
Aviance Capital Partners, LLC	6,011	$243K	0.03%	0	13F-HR Timeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC	5,994	$243K	0.1%	-1,516	13F-HR Timeline
BRIAN LOW FINANCIAL GROUP, LLC	5,967	$242K	0.23%		13F-HR Timeline
Wolff Financial Management LLC	5,963	$241K	0.06%	+98	13F-HR Timeline
Tranquility Partners, LLC	5,936	$240K	0.09%	-100	13F-HR Timeline
Traction Financial Partners, LLC	5,774	$234K	0.16%	new	13F-HR Timeline
Cambridge Advisors Inc.	5,747	$233K	0.05%	0	13F-HR Timeline
Keystone Financial Services	5,731	$232K	0.08%	-1,692	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	5,708	$231K	0.04%	new	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	5,700	$231K	0.11%	-2,129	13F-HR Timeline
JOHNSON INVESTMENT COUNSEL INC	5,683	$230K	<0.01%	-354	13F-HR Timeline
GHP Investment Advisors, Inc.	5,655	$229K	0.01%	+52	13F-HR Timeline
Rockwood Wealth Management, LLC	5,636	$228K	0.02%	-699	13F-HR Timeline
OARSMAN CAPITAL, INC.	5,630	$228K	0.04%	0	13F-HR Timeline
Lumbard & Kellner, LLC	5,629	$228K	0.1%	-10,428	13F-HR Timeline
Mayflower Financial Advisors, LLC	5,624	$228K	0.03%	+78	13F-HR Timeline
SBI Securities Co., Ltd.	5,605	$227K	0.01%	+264	13F-HR Timeline
Armbruster Capital Management, Inc.	5,595	$227K	0.04%	new	13F-HR Timeline
American Trust	5,595	$227K	0.02%	+46	13F-HR Timeline
MARIPAU WEALTH MANAGEMENT LLC	5,583	$226K	0.11%	new	13F-HR Timeline
FIRETHORN WEALTH PARTNERS, LLC	5,577	$226K	0.1%	+63	13F-HR Timeline
CX Institutional	5,552	$225K	0.01%	-2,805	13F-HR/A Timeline
Capital Investment Advisory Services, L…	5,550	$225K	0.02%	-42	13F-HR Timeline
Spectrum Asset Management, Inc. (NB/CA)	5,539	$224K	0.1%	-2,383	13F-HR Timeline
Wealthspire Advisors, LLC	5,536	$224K	<0.01%	-2,784	13F-HR Timeline
Aspen Wealth Management LLC	5,521	$224K	0.06%	-29	13F-HR Timeline
AssuredPartners Investment Advisors, LLC	5,447	$221K	0.05%	-2,032	13F-HR Timeline
Hutchens & Kramer Investment Management…	5,428	$220K	0.1%	-762	13F-HR Timeline
IFG Advisory, LLC	5,393	$218K	0.01%	new	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	5,330	$216K	0.01%	new	13F-HR Timeline
Mustard Seed Financial, LLC	5,319	$215K	0.16%	new	13F-HR Timeline
CAPITAL MANAGEMENT CORP /VA	5,300	$215K	0.04%	-500	13F-HR Timeline
NOTTINGHAM ADVISORS, INC.	5,278	$214K	0.03%	-1,721	13F-HR Timeline
JMG Financial Group, Ltd.	5,271	$213K	0.01%	new	13F-HR Timeline
Horan Securities, Inc.	5,237	$212K	0.07%	new	13F-HR Timeline
Per Stirling Capital Management, LLC.	5,210	$211K	0.03%	new	13F-HR Timeline
Impact Partnership Wealth, LLC	5,129	$208K	0.04%	new	13F-HR Timeline
DMC Group, LLC	5,118	$207K	0.16%	new	13F-HR Timeline
Legacy Investment Solutions, LLC	5,088	$206K	0.11%		13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	5,088	$206K	0.11%	-94	13F-HR Timeline Group
McIlrath & Eck, LLC	5,087	$206K	0.02%	-302	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	5,084	$206K	0.04%	new	13F-HR Timeline Group
Summit Investment Advisory Services, LLC	5,051	$205K	0.09%	new	13F-HR/A Timeline
Smith Anglin Financial, LLC	5,007	$203K	0.02%	new	13F-HR Timeline
RAINIER FAMILY WEALTH INC	5,000	$202K	0.2%	new	13F-HR Timeline
Empirical Asset Management, LLC	4,981	$202K	0.06%	-1,618	13F-HR Timeline
Financial Futures Ltd Liability Co.	4,947	$200K	0.11%	new	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	4,944	$200K	0.15%	new	13F-HR Timeline
Rialto Wealth Management, LLC	4,881	$198K	0.06%	+12	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	4,679	$189K	<0.01%	+4,596	13F-HR Timeline Group
Copia Wealth Management	4,340	$176K	0.15%	-698	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	4,055	$164K	0.01%	0	13F-HR Timeline Group
EVOLUTION WEALTH MANAGEMENT INC.	4,003	$162K	0.2%		13F-HR Timeline
Winch Advisory Services, LLC	3,895	$158K	0.04%	+3,834	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	3,862	$156K	0.08%	+1,613	13F-HR Timeline
Orion Capital Management LLC	3,850	$156K	0.06%	0	13F-HR Timeline
Kilter Group LLC	3,743	$152K	0.07%	new	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	3,670	$149K	0.03%	+51	13F-HR Timeline
BlackRock, Inc.in group BlackRock, Inc.	3,478	$141K	<0.01%	+2,380	13F-HR Timeline Group
Founders Financial Alliance, LLC	3,249	$132K	0.03%	+58	13F-HR Timeline
ARCADIA INVESTMENT ADVISORS LLC	3,215	$130K	0.07%	0	13F-HR Timeline
Hoese & Co LLP	3,211	$130K	0.1%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	3,159	$128K	0.01%	new	13F-HR Timeline Group
Westside Investment Management, Inc.	2,990	$121K	0.02%	0	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	2,927	$119K	<0.01%	-3,555	13F-HR Timeline Group
Morling Financial Advisors, LLC	2,912	$118K	0.04%	-14	13F-HR Timeline
Graney & King, LLC	2,817	$114K	0.08%	+39	13F-HR Timeline
Coston, McIsaac & Partners	2,813	$113K	0.03%	0	13F-HR Timeline
Addison Advisors LLC	2,780	$113K	0.03%	new	13F-HR Timeline
Urban Financial Advisory Corp	2,747	$111K	0.06%	+45	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	2,663	$108K	0.01%	0	13F-HR Timeline
Northwest Capital Management Inc	2,652	$107K	0.06%	-5,287	13F-HR Timeline
Front Row Advisors LLC	2,647	$107K	0.04%	+280	13F-HR Timeline
Abound Wealth Management	2,578	$104K	0.03%	+66	13F-HR Timeline
MeadowBrook Investment Advisors LLC	2,270	$91.9K	0.08%	new	13F-HR Timeline
Harbor Asset Planning, Inc.	2,214	$89.6K	0.09%		13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	2,206	$89.3K	0.02%		13F-HR Timeline Group
BARTLETT & CO. WEALTH MANAGEMENT LLC	2,184	$88.4K	<0.01%	-19	13F-HR Timeline
PrairieView Partners, LLC	2,184	$88K	0.01%	+64	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	2,158	$87.4K	0.11%	+283	13F-HR Timeline
WEBSTER BANK, N. A.	2,153	$87.2K	0.01%	new	13F-HR Timeline
Briaud Financial Planning Inc	2,157	$87K	0.03%	new	13F-HR Timeline
WealthCollab, LLC	2,100	$85K	0.05%	0	13F-HR Timeline
Accent Capital Management, LLC	2,000	$81K	0.04%	0	13F-HR Timeline
VSM Wealth Advisory, LLC	1,972	$79.8K	0.03%	+521	13F-HR Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC	1,919	$78K	<0.01%	+1,139	13F-HR Timeline Group
American Capital Advisory, LLC	1,900	$76.9K	0.04%	0	13F-HR Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd	1,875	$75.9K	0.01%	new	13F-HR Timeline Group
Fairman Group, LLC	1,873	$75.8K	0.06%	+31	13F-HR Timeline
SSA SWISS ADVISORS AG	1,800	$74.8K	0.04%	0	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	1,822	$73.8K	0.03%	-375	13F-HR Timeline
Bogart Wealth, LLC	1,810	$73.3K	<0.01%	+7	13F-HR Timeline
Operose Advisors LLC	1,809	$73.2K	0.02%	0	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	1,769	$71.6K	0.01%	0	13F-HR Timeline Group
ROTHSCHILD INVESTMENT LLC	1,751	$70.9K	<0.01%	0	13F-HR Timeline
Tidemark, LLC	1,583	$64.1K	0.02%	-2,403	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	1,499	$60.7K	0.04%	new	13F-HR Timeline
SIERRA OCEAN, LLC	1,400	$56.7K	0.04%	new	13F-HR Timeline
Safe Harbor Fiduciary, LLC	1,382	$56K	0.05%	+195	13F-HR Timeline
TWIN PEAKS WEALTH ADVISORS, LLC	1,236	$51.3K	0.02%	new	13F-HR Timeline
Barnes Dennig Private Wealth Management…	1,221	$49.4K	0.06%	new	13F-HR Timeline
Bare Financial Services, Inc	1,210	$49K	0.02%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,145	$46.4K	0.01%	0	13F-HR Timeline
Strengthening Families & Communities, L…	1,103	$44.7K	0.02%	+18	13F-HR Timeline
WPG Advisers, LLC	1,101	$44.6K	0.04%	+49	13F-HR Timeline
Clarity Asset Management, Inc.	1,093	$44.3K	0.03%	new	13F-HR Timeline
Frazier Financial Advisors, LLC	1,071	$43.4K	0.03%	+12	13F-HR Timeline
Bellwether Advisors, LLC	1,064	$43.1K	0.01%	0	13F-HR Timeline
Riggs Asset Managment Co. Inc.	1,045	$42.3K	0.01%	0	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	888	$36K	<0.01%	new	13F-HR Timeline Group
Essential Partners LLC	874	$35.4K	0.01%		13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	872	$35.3K	<0.01%	+13	13F-HR Timeline
MilWealth Group LLC	851	$34.5K	0.01%	0	13F-HR Timeline
Blue Trust, Inc.	841	$34.1K	<0.01%	+646	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	839	$34K	0.01%	0	13F-HR Timeline
Trust Co	816	$33K	<0.01%	-1	13F-HR Timeline
Covestor Ltd	820	$33K	0.02%	+219	13F-HR Timeline
Compass Financial Services Inc	766	$31K	0.02%	+2	13F-HR Timeline
ROGCO, LP	746	$30.2K	0.01%	0	13F-HR Timeline
Future Financial Wealth Managment LLC	745	$30.2K	0.02%	0	13F-HR Timeline
Crewe Advisors LLC	734	$29.7K	<0.01%	+322	13F-HR Timeline
Woodside Wealth Management LLC	711	$28.8K	0.02%	0	13F-HR Timeline
Qube Research & Technologies Ltd	700	$28.3K	<0.01%	-15,191	13F-HR Timeline
IMG Wealth Management, Inc.	689	$27.9K	0.02%	0	13F-HR Timeline
ORG Partners LLC	639	$25.9K	0.01%	+2	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	628	$25.4K	0.01%	0	13F-HR Timeline
Kessler Investment Group, LLC	625	$25.3K	0.01%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	624	$25.3K	<0.01%	new	13F-HR Timeline
FAS Wealth Partners, Inc.	616	$24.9K	<0.01%	-25	13F-HR Timeline
Sound Income Strategies, LLC	611	$24.7K	<0.01%	+571	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	606	$24.5K	<0.01%	0	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	600	$24.3K	0.01%	new	13F-HR/A Timeline Group
Hanson & Doremus Investment Management	510	$21K	<0.01%	0	13F-HR Timeline
Horizons Wealth Management	498	$20.2K	0.01%	0	13F-HR Timeline
Glenmede Investment Management, LP	483	$19.6K	<0.01%		13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	480	$19.4K	<0.01%	-269	13F-HR Timeline Group
TSFG, LLC	470	$19K	<0.01%	0	13F-HR Timeline
Federation des caisses Desjardins du Qu…	469	$19K	<0.01%	0	13F-HR Timeline
Garde Capital, Inc.	465	$18.8K	<0.01%	0	13F-HR Timeline
Sunbelt Securities, Inc.	542	$18.5K	<0.01%	+132	13F-HR Timeline
Valued Wealth Advisors LLC	422	$17.1K	0.01%	+175	13F-HR Timeline
AllSquare Wealth Management LLC	410	$16.6K	0.01%	0	13F-HR Timeline
Tower View Wealth Management LLC	389	$15.7K	0.01%	+7	13F-HR Timeline
Global Wealth Strategies & Associates	369	$14.9K	<0.01%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	367	$14.7K	0.01%	0	13F-HR Timeline
Arlington Trust Co LLCin group Arlington Trust Co LLC	354	$14.3K	<0.01%	0	13F-HR Timeline Group
GW&K Investment Management, LLC	347	$14K	<0.01%	new	13F-HR Timeline
Redwood Park Advisors LLC	345	$14K	0.01%	+6	13F-HR Timeline
Caldwell Trust Co	336	$13.6K	<0.01%	0	13F-HR Timeline