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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,057 managers (1,070 13F filers) reported a position in SPDW shares at 2025-09-30, 565,834,575 shares in all. 79 filers opened a position and 48 filers sold out during the quarter.

Managers
1,057
13F filers
1,070
New
79
Added
437
Reduced
356
Sold out
48
Shares held by filers
565,834,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wealth Quarterback LLC7,469$320K0.12%-4013F-HRTimeline
Keebeck Wealth Management7,422$318K0.04%013F-HRTimeline
Edgestream Partners, L.P.7,371$315K0.01%new13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,368$315K0.02%-1,83913F-HRTimelineGroup
GWN SECURITIES INC.7,358$315K0.07%-1,56213F-HRTimeline
Austin Wealth Management, LLC7,247$314K0.05%-7913F-HRTimeline
Stonehearth Capital Management, LLC7,322$313K0.12%013F-HRTimeline
MA Private Wealth7,240$310K0.05%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,234$310K0.16%+1,65113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,225$309K0.01%+28313F-HRTimeline
SBI Securities Co., Ltd.7,173$307K0.01%+1,56813F-HRTimeline
Morton Brown Family Wealth, LLC7,166$307K0.09%013F-HRTimeline
REDW Wealth LLC7,158$306K0.12%013F-HRTimeline
Meridian Financial Advisors, LLC7,018$300K0.17%+69413F-HRTimeline
Ellevest, Inc.7,014$300K0.04%013F-HRTimeline
Gibson Capital, LLC7,002$300K0.06%013F-HRTimeline
Fortress Wealth Management, Inc.7,000$300K0.13%-49013F-HRTimeline
Moors & Cabot, Inc.7,000$300K0.01%013F-HRTimeline
Synergy Investment Management, LLC6,997$299K0.11%-1,37713F-HRTimeline
SlateStone Wealth, LLC6,944$297K0.03%+3013F-HRTimeline
New Perspectives, Inc6,940$297K0.13%-1013F-HRTimeline
Premier Path Wealth Partners, LLC6,909$296K0.04%013F-HRTimeline
Retirement Investment Advisors, Inc.6,905$295K0.02%013F-HRTimeline
SHAKER INVESTMENTS LLC/OH6,896$295K0.12%+17313F-HRTimeline
Smith Salley Wealth Management6,880$294K0.02%013F-HRTimeline
MB Generational Wealth, LLC6,875$294K0.19%13F-HRTimeline
Checchi Capital Advisers, LLC6,872$294K0.02%013F-HRTimeline
Anson Capital, Inc.6,855$293K0.22%+2813F-HRTimeline
Yoffe Investment Management, LLC6,841$293K0.38%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,820$292K<0.01%+1,13713F-HRTimeline
Linscomb Wealth, Inc.6,805$291K0.01%-15213F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC6,797$291K0.23%+83013F-HRTimeline
Wealthspire Advisors, LLC6,782$290K<0.01%+1,24613F-HRTimeline
CAPITAL ADVISORS INC/OK6,779$290K<0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP6,769$290K0.01%013F-HRTimeline
FSA Wealth Management LLC6,729$288K0.11%-12613F-HRTimeline
J2 Capital Management Inc6,727$288K0.22%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,726$288K0.13%+1,02613F-HRTimeline
HMV Wealth Advisors, LLC6,705$287K0.16%013F-HRTimeline
Lodestone Wealth Management LLC6,683$286K0.13%-2613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,669$285K0.03%-19313F-HRTimeline
King Wealth Management Group6,657$285K0.04%013F-HRTimeline
MATHER GROUP, LLC.6,633$284K<0.01%-19613F-HRTimeline
Legacy Bridge, LLC6,585$282K0.12%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,582$282K0.02%+2413F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,558$281K0.01%013F-HRTimeline
HUB Investment Partners, LLC6,557$281K0.01%+41813F-HRTimeline
K2 Financial Inc.6,497$277K0.22%-1413F-HRTimeline
Capital Investment Advisory Services, L…6,474$277K0.02%+92413F-HRTimeline
Binnacle Investments Inc6,419$275K0.16%013F-HRTimeline
WORLD EQUITY GROUP, INC.6,407$274K0.06%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT6,375$273K0.19%013F-HRTimeline
IVC Wealth Advisors LLC6,374$273K0.12%-3,04913F-HRTimeline
Empirical Asset Management, LLC6,334$271K0.08%+1,35313F-HRTimeline
Cannell & Spears LLC6,332$271K0.01%013F-HRTimeline
Three Seasons Wealth, LLC6,323$271K0.03%new13F-HRTimeline
Traction Financial Partners, LLC6,237$267K0.16%+46313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,226$266K0.01%-5,40613F-HRTimelineGroup
D.A. DAVIDSON & CO.6,146$263K<0.01%-38413F-HRTimeline
Oakwell Private Wealth Management, LLC6,124$262K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Level Wealth Management LLC6,107$261K0.14%-7,59413F-HRTimeline
Independence Bank of Kentucky6,096$261K0.03%013F-HRTimeline
Wealth Architects, LLC6,094$261K0.02%013F-HRTimeline
Bright Futures Wealth Management, LLC.6,073$260K0.2%13F-HRTimeline
Aviance Capital Partners, LLC6,011$257K0.03%013F-HRTimeline
Wolff Financial Management LLC5,963$255K0.06%013F-HRTimeline
Van Hulzen Asset Management, LLC5,959$255K0.02%new13F-HRTimeline
GHP Investment Advisors, Inc.5,882$252K0.01%+22713F-HRTimeline
Armbruster Capital Management, Inc.5,835$250K0.04%+24013F-HRTimeline
Tranquility Partners, LLC5,761$247K0.08%-17513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,747$246K0.09%-24713F-HRTimeline
Cambridge Advisors Inc.5,747$246K0.05%013F-HRTimeline
Telos Capital Management, Inc.5,720$245K0.02%-55413F-HRTimeline
Keystone Financial Services5,718$245K0.08%-1313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,688$243K0.1%+11113F-HRTimeline
CX Institutional5,667$242K0.01%+11513F-HRTimeline
Rockwood Wealth Management, LLC5,636$241K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.5,630$241K0.03%013F-HRTimeline
Mayflower Financial Advisors, LLC5,624$240K0.03%013F-HRTimeline
Ballast, Inc.5,543$237K0.06%-1,34013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)5,539$237K0.08%013F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC5,535$237K0.04%new13F-HRTimeline
Aspen Wealth Management LLC5,521$236K0.05%013F-HRTimeline
Cardinal Point Capital Management ULC5,530$236K0.02%new13F-HRTimeline
Petros Family Wealth, LLC5,508$236K0.2%new13F-HRTimeline
Beverly Hills Private Wealth, LLC5,497$235K0.04%new13F-HRTimeline
Visionary Horizons, LLC5,445$233K0.13%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC5,417$232K0.05%-3013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,384$230K<0.01%new13F-HRTimelineGroup
Summit Investment Advisory Services, LLC5,334$228K0.09%+28313F-HR/ATimeline
Pine Valley Investments Ltd Liability Co5,285$226K0.01%-4513F-HRTimeline
NOTTINGHAM ADVISORS, INC.5,278$226K0.03%013F-HRTimeline
JMG Financial Group, Ltd.5,271$226K0.01%013F-HRTimeline
Perissos Private Wealth Management, LLC5,245$224K0.16%-111,97613F-HRTimeline
Sovran Advisors, LLC5,144$224K0.02%-1,46413F-HRTimeline
Per Stirling Capital Management, LLC.5,210$223K0.03%013F-HRTimeline
Castleview Partners, LLC5,175$221K0.12%new13F-HRTimeline
Performance Wealth Partners, LLC5,127$219K0.01%-2,47613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,127$219K<0.01%-96013F-HRTimeline
McIlrath & Eck, LLC5,087$218K0.02%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,079$217K0.04%-513F-HRTimelineGroup
Richardson Capital Management LLC5,077$217K0.1%-4,92913F-HRTimeline
Mustard Seed Financial, LLC5,043$216K0.14%-27613F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,035$215K0.02%new13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC5,027$215K0.16%new13F-HRTimeline
RAINIER FAMILY WEALTH INC5,000$214K0.19%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,962$212K0.1%-12613F-HRTimelineGroup
Financial Futures Ltd Liability Co.4,947$212K0.1%013F-HRTimeline
Americana Partners, LLC4,935$211K0.01%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,920$211K0.03%new13F-HRTimeline
Rialto Wealth Management, LLC4,889$209K0.05%+813F-HRTimeline
Schorn Wealth LLC4,854$208K0.06%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,830$207K0.03%new13F-HRTimeline
High Net Worth Advisory Group LLC4,807$206K0.05%new13F-HRTimeline
Falcon Wealth Planning4,799$205K0.02%new13F-HRTimeline
Independent Wealth Network Inc.4,789$205K0.07%new13F-HRTimeline
Manuka Financial, LLC4,785$205K0.13%new13F-HRTimeline
Curi Capital, LLC4,753$203K<0.01%new13F-HRTimeline
Castle Rock Wealth Management, LLC4,699$203K0.04%new13F-HRTimeline
GK Wealth Management LLC4,707$201K0.15%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC4,700$201K0.13%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,427$189K0.01%-4,26113F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.4,098$175K0.18%+9513F-HR/ATimeline
Copia Wealth Management4,071$174K0.13%-26913F-HRTimeline
Winch Advisory Services, LLC4,067$174K0.04%+17213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,055$174K0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,860$165K<0.01%-81913F-HRTimelineGroup
Orion Capital Management LLC3,850$165K0.06%013F-HRTimeline
Founders Financial Alliance, LLC3,837$164K0.03%+58813F-HRTimeline
Kilter Group LLC3,773$161K0.08%+3013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3,670$157K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,332$143K0.01%-10,86413F-HRTimeline
Clearstead Trust, LLC3,221$138K0.02%-3,22113F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,215$138K0.07%013F-HRTimeline
Hoese & Co LLP3,211$137K0.11%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,159$135K0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.2,990$128K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,927$125K<0.01%013F-HRTimelineGroup
Morling Financial Advisors, LLC2,912$125K0.04%013F-HRTimeline
Guerra Advisors Inc2,845$122K0.04%new13F-HRTimeline
Root Financial Partners, LLC2,831$121K0.01%new13F-HRTimeline
Graney & King, LLC2,817$121K0.08%013F-HRTimeline
Coston, McIsaac & Partners2,813$120K0.03%013F-HRTimeline
Addison Advisors LLC2,780$119K0.03%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,663$114K0.01%013F-HRTimeline
Front Row Advisors LLC2,647$113K0.04%013F-HRTimeline
Abound Wealth Management2,586$111K0.03%+813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,463$105K0.01%-3,90213F-HRTimelineGroup
Sunbelt Securities, Inc.2,271$97.2K0.01%+1,72913F-HRTimeline
MeadowBrook Investment Advisors LLC2,270$97.1K0.08%013F-HRTimeline
Harbor Asset Planning, Inc.2,214$94.7K0.08%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,206$94.4K0.02%13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,184$93.5K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,158$92.4K0.12%013F-HRTimeline
WEBSTER BANK, N. A.2,153$92.1K0.01%013F-HRTimeline
WealthCollab, LLC2,100$89.9K0.04%013F-HRTimeline
Accent Capital Management, LLC2,000$85.6K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC1,972$84.4K0.03%013F-HRTimeline
Operose Advisors LLC1,941$83.1K0.02%+13213F-HRTimeline
American Capital Advisory, LLC1,900$81.3K0.04%013F-HRTimeline
Bogart Wealth, LLC1,810$77.5K<0.01%013F-HRTimeline
SSA SWISS ADVISORS AG1,800$76.8K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,751$74.9K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…1,579$67.6K0.07%+35813F-HRTimeline
Manchester Capital Management LLC1,571$67.2K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,525$65.3K<0.01%-24413F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.1,499$64.1K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,470$62.9K<0.01%+58213F-HRTimelineGroup
Northwest Capital Management Inc1,403$60K0.06%-1,24913F-HRTimeline
Compass Financial Services Inc1,387$59.3K0.03%+62113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,367$58.5K0.01%-45513F-HRTimeline
Tidemark, LLC1,274$54.5K0.02%-30913F-HRTimeline
ROGCO, LP1,246$53.3K0.02%+50013F-HRTimeline
Qube Research & Technologies Ltd1,218$52.1K<0.01%+51813F-HRTimeline
Bare Financial Services, Inc1,210$51.8K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,145$49K0.01%013F-HRTimeline
Strengthening Families & Communities, L…1,103$47.2K0.01%013F-HRTimeline
Clarity Asset Management, Inc.1,093$46.8K0.03%013F-HRTimeline
WPG Advisers, LLC1,039$44.5K0.03%-6213F-HRTimeline
Covestor Ltd991$42K0.02%+17113F-HRTimeline
Stone House Investment Management, LLC930$39.8K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC908$38.9K0.02%-16313F-HRTimeline
Essential Partners LLC874$37.4K0.01%013F-HRTimeline
MilWealth Group LLC851$36.4K0.01%013F-HRTimeline
Longview Financial Advisors LLC850$36.4K0.02%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…839$35.9K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC780$33K<0.01%-1,13913F-HRTimelineGroup
Future Financial Wealth Managment LLC745$31.9K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIFLEX GROUP, INC.734$31.4K0.01%+36713F-HRTimeline
Woodside Wealth Management LLC711$30.4K0.02%013F-HRTimeline
IMG Wealth Management, Inc.689$29.5K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC634$27.1K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.628$26.9K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC624$26.7K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.616$26.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC611$26.3K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC615$26.3K<0.01%+913F-HRTimeline
GGM Financial LLC610$26.1K0.01%new13F-HRTimeline
Rossby Financial, LCC572$24.7K0.01%+35713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP544$23.3K<0.01%new13F-HRTimeline