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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,149 managers (1,164 13F filers) reported a position in SPDW shares at 2025-12-31, 608,936,596 shares in all. 69 filers opened a position and 43 filers sold out during the quarter.

Managers
1,149
13F filers
1,164
New
69
Added
509
Reduced
329
Sold out
43
Shares held by filers
608,936,596

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Advisors Capital Management, LLC9,331$414K<0.01%-56813F-HRTimeline
Perigon Wealth Management, LLC9,285$412K0.01%-98713F-HRTimeline
Urban Financial Advisory Corp9,248$411K0.16%+23413F-HRTimeline
Alta Wealth Advisors LLC9,236$410K0.14%+65413F-HRTimeline
Richard P Slaughter Associates Inc9,207$409K0.09%-1,95113F-HRTimeline
Latitude Advisors, LLC9,207$409K0.18%-93113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC9,178$408K0.04%-3513F-HRTimeline
Clarity Capital Advisors, LLC9,176$408K0.2%+16013F-HRTimeline
Elmwood Wealth Management, Inc.9,160$407K0.13%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC9,136$406K0.05%-18313F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC9,125$405K<0.01%-10,35713F-HRTimelineGroup
MSH Capital Advisors LLC9,091$404K0.09%-1013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,063$402K<0.01%+2,24313F-HRTimeline
BlueChip Wealth Advisors LLC9,063$402K0.17%new13F-HRTimeline
Investments & Financial Planning, LLC9,043$402K0.22%-66213F-HRTimeline
MJT & Associates Financial Advisory Gro…9,032$401K0.3%-19113F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC8,955$398K0.03%+20013F-HRTimeline
CENTRAL TRUST Co8,893$395K0.01%-5813F-HRTimeline
Freedom Investment Management, Inc.8,813$391K0.11%+59113F-HRTimeline
Cassilly Financial Group LLC8,769$389K0.34%13F-HRTimeline
UPTICK PARTNERS, LLC8,753$389K0.08%+82213F-HRTimeline
Focus Financial Network, Inc.8,743$388K0.01%+213F-HRTimeline
Veery Capital, LLC8,709$387K0.12%013F-HRTimeline
OMNI 360 Wealth, Inc.8,378$387K0.2%+11113F-HRTimeline
Azimuth Capital Investment Management L…8,701$386K0.01%013F-HRTimeline
Clear Harbor Asset Management, LLC8,694$386K0.03%new13F-HRTimeline
Fisher Asset Management, LLC8,655$384K<0.01%-3,69313F-HRTimeline
SBI Securities Co., Ltd.8,654$384K0.01%+1,48113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,651$384K0.01%+1,42613F-HRTimeline
Midwest Trust Co8,644$384K<0.01%-13113F-HRTimeline
Madden Advisory Services, Inc.8,548$380K0.15%-11313F-HRTimeline
GWN SECURITIES INC.8,444$375K0.08%+1,08613F-HRTimeline
FIRST HORIZON CORP8,378$372K0.02%013F-HRTimeline
Financial Strategies Group, Inc.8,060$368K0.07%-13513F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC8,260$367K0.26%+1,46313F-HRTimeline
Annex Advisory Services, LLC8,206$364K0.01%-1,05713F-HRTimeline
BDFS Capital LLC8,199$364K0.18%13F-HRTimeline
Accel Wealth Management8,146$362K0.1%-2613F-HRTimeline
SHAKER INVESTMENTS LLC/OH8,128$361K0.15%+1,23213F-HRTimeline
Providence Financial Advisors, LLC8,098$360K0.36%+813F-HRTimeline
Valeo Financial Advisors, LLC13,796$359K0.01%013F-HRTimeline
Transce3nd, LLC7,503$358K2.89%-2,84013F-HRTimeline
Visionary Horizons, LLC8,023$356K0.18%+2,57813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,016$356K0.01%013F-HRTimeline
Liberty Capital Management, Inc.8,012$356K0.07%013F-HRTimeline
Argent Trust Co7,968$354K0.01%-43513F-HRTimeline
SFG Wealth Management, LLC.7,922$352K0.14%+15913F-HRTimeline
Integrity Advisory Solutions, LLC7,922$352K0.05%-65113F-HRTimeline
OLIO Financial Planning7,781$346K0.1%+2313F-HRTimeline
HM PAYSON & CO7,764$345K<0.01%013F-HRTimeline
Caprock Group, LLC7,756$344K0.01%new13F-HRTimeline
M1 Capital Management LLC7,717$343K0.14%+20513F-HRTimeline
Financial Plan, Inc.7,702$342K0.04%13F-HRTimeline
Cassaday & Co Wealth Management LLC7,667$340K0.01%013F-HRTimeline
LVZ, Inc.7,644$339K0.04%new13F-HR/ATimeline
Colonial River Investments, LLC7,627$339K0.12%-2,12113F-HRTimeline
Ridgeline Wealth Planning, LLC7,610$338K0.24%-4,08013F-HRTimeline
ASPIRIANT, LLC7,604$338K0.01%new13F-HRTimeline
Meridian Financial Advisors, LLC7,578$337K0.18%+56013F-HRTimeline
Forza Wealth Management, LLC7,545$335K0.12%013F-HRTimeline
J2 Capital Management Inc7,506$333K0.24%+77913F-HRTimeline
Buck Wealth Strategies, LLC7,461$331K0.04%-66313F-HRTimeline
Foundation Wealth Management, LLC\PA7,459$331K0.12%-5,94413F-HRTimeline
Wealthspire Advisors, LLC7,442$331K<0.01%+66013F-HRTimeline
Keebeck Wealth Management7,421$330K0.04%-113F-HRTimeline
Copley Financial Group, Inc.7,403$329K0.2%-33413F-HRTimeline
Austin Wealth Management, LLC7,207$328K0.05%-4013F-HRTimeline
Capital Investment Advisory Services, L…7,368$327K0.02%+89413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC7,339$326K0.04%new13F-HRTimeline
Accurate Wealth Management, LLC7,115$325K0.04%-41513F-HRTimeline
Stonehearth Capital Management, LLC7,322$325K0.12%013F-HRTimeline
Edgestream Partners, L.P.7,297$324K0.01%-7413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,277$323K0.01%-74013F-HRTimeline
Morton Brown Family Wealth, LLC7,260$322K0.09%+9413F-HRTimeline
MA Private Wealth7,240$322K0.05%013F-HRTimeline
HB Wealth Management, LLC7,224$321K<0.01%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…7,170$318K0.11%-94813F-HRTimelineGroup
REDW Wealth LLC7,158$318K0.12%013F-HRTimeline
HBE Wealth Management, LLC7,096$315K0.3%13F-HRTimeline
True Blue Financial, LLC7,058$313K0.26%13F-HRTimeline
TrueWealth Financial Partners7,058$313K0.26%new13F-HRTimeline
FOCUSED ALPHA, LLC7,043$313K0.09%13F-HRTimeline
Gibson Capital, LLC7,002$311K0.06%013F-HRTimeline
Moors & Cabot, Inc.7,000$311K0.01%013F-HRTimeline
Premier Path Wealth Partners, LLC6,960$309K0.04%+5113F-HRTimeline
Revere Asset Management, Inc6,941$308K0.11%new13F-HRTimeline
New Perspectives, Inc6,940$308K0.11%013F-HRTimeline
Warren Street Wealth Advisors, LLC6,904$307K0.09%-5,13613F-HRTimeline
Smith Salley Wealth Management6,880$306K0.02%013F-HRTimeline
Checchi Capital Advisers, LLC6,872$305K0.02%013F-HRTimeline
Yoffe Investment Management, LLC6,841$304K0.39%013F-HRTimeline
Soltis Investment Advisors LLC6,832$303K0.02%-81513F-HR/ATimeline
Anson Capital, Inc.6,826$303K0.22%-2913F-HRTimeline
Linscomb Wealth, Inc.6,805$302K0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.6,804$302K0.08%+39713F-HRTimeline
Baker Avenue Asset Management, LP6,769$301K0.01%013F-HRTimeline
Parkway Wealth Management Group, LLC6,754$300K0.04%13F-HRTimeline
Three Seasons Wealth, LLC6,741$299K0.03%+41813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.6,638$299K0.57%13F-HRTimeline
HMV Wealth Advisors, LLC6,705$298K0.15%013F-HRTimeline
Armbruster Capital Management, Inc.6,695$297K0.05%+86013F-HRTimeline
Lodestone Wealth Management LLC6,683$297K0.12%013F-HRTimeline
IFG Advisory, LLC6,619$294K0.01%-7,51113F-HRTimeline
MB Generational Wealth, LLC6,603$293K0.16%-27213F-HRTimeline
Legacy Bridge, LLC6,585$292K0.12%013F-HRTimeline
K2 Financial Inc.6,425$292K0.23%-7213F-HRTimeline
HUB Investment Partners, LLC6,565$292K0.01%+813F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,558$291K0.01%013F-HRTimeline
Traction Financial Partners, LLC6,547$291K0.17%+31013F-HRTimeline
PETERSON WEALTH MANAGEMENT6,489$288K0.21%+11413F-HRTimeline
Meramec Financial Planners, LLC6,015$288K0.11%13F-HRTimeline
MMA ASSET MANAGEMENT LLC6,443$286K0.1%+5,99813F-HRTimeline
SlateStone Wealth, LLC6,382$283K0.02%-56213F-HRTimeline
Empirical Asset Management, LLC6,348$282K0.08%+1413F-HRTimeline
Cannell & Spears LLC6,332$281K0.01%013F-HRTimeline
Retirement Investment Advisors, Inc.6,286$279K0.02%-61913F-HRTimeline
Midwest Financial Partners Investments,…6,270$278K0.15%13F-HRTimeline
True Vision MN LLC6,195$275K0.14%new13F-HRTimeline
Castleview Partners, LLC6,186$275K0.14%+1,01113F-HRTimeline
D.A. DAVIDSON & CO.6,174$274K<0.01%+2813F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,169$274K0.06%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,130$272K<0.01%+1,00313F-HRTimeline
Spinnaker Investment Group, LLC6,125$272K0.05%new13F-HRTimeline
Oakwell Private Wealth Management, LLC6,124$272K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mayflower Financial Advisors, LLC6,099$271K0.03%+47513F-HRTimeline
Independence Bank of Kentucky6,096$271K0.03%013F-HRTimeline
Wealth Architects, LLC6,094$271K0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,072$270K0.02%-51013F-HRTimeline
Econ Financial Services Corp6,060$269K0.13%new13F-HRTimeline
Wolff Financial Management LLC6,042$268K0.06%+7913F-HRTimeline
Aviance Capital Partners, LLC6,011$267K0.03%013F-HRTimeline
GHP Investment Advisors, Inc.5,893$262K0.01%+1113F-HRTimeline
Bright Futures Wealth Management, LLC.5,885$261K0.19%-18813F-HRTimeline
GK Wealth Management LLC5,869$261K0.19%+1,16213F-HRTimeline
Tranquility Partners, LLC5,761$256K0.09%013F-HRTimeline
Cambridge Advisors Inc.5,747$255K0.05%013F-HRTimeline
CX Institutional5,752$255K0.01%+8513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,740$255K0.09%-713F-HRTimeline
Premier Private Wealth Management LLC5,386$254K0.26%13F-HRTimeline
Keystone Financial Services5,718$254K0.08%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,717$254K0.09%+2913F-HRTimeline
Ballast Financial Advisors LLC5,680$252K0.26%13F-HRTimeline
Telos Capital Management, Inc.5,673$252K0.02%-4713F-HRTimeline
Aspen Wealth Management LLC5,619$250K0.05%+9813F-HRTimeline
Synergy Investment Management, LLC5,606$249K0.09%-1,39113F-HRTimeline
Castle Rock Wealth Management, LLC5,245$247K0.05%+54613F-HRTimeline
Root Financial Partners, LLC5,563$247K0.01%+2,73213F-HRTimeline
Manchester Capital Management LLC5,550$246K0.03%+3,97913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)5,539$246K0.08%013F-HRTimeline
OARSMAN CAPITAL, INC.5,530$246K0.03%-10013F-HRTimeline
Cardinal Point Capital Management ULC5,530$246K0.02%013F-HRTimeline
Beverly Hills Private Wealth, LLC5,497$244K0.04%013F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,480$243K<0.01%+9613F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,455$242K0.03%-3,09313F-HRTimeline
Formidable Asset Management, LLC5,591$239K0.03%-2,75513F-HRTimeline
Summit Investment Advisory Services, LLC5,383$239K0.09%+4913F-HRTimeline
Sovran Advisors, LLC5,144$237K0.02%013F-HRTimeline
NOTTINGHAM ADVISORS, INC.5,297$235K0.03%+1913F-HRTimeline
Strive Financial Group ,LLC5,297$235K0.12%13F-HR/ATimeline
Pine Valley Investments Ltd Liability Co5,285$235K0.01%013F-HRTimeline
JMG Financial Group, Ltd.5,271$234K0.01%013F-HRTimeline
Perissos Private Wealth Management, LLC5,245$233K0.2%013F-HRTimeline
Tandem Investment Partners LLC5,216$232K0.2%new13F-HRTimeline
Per Stirling Capital Management, LLC.5,210$231K0.03%013F-HRTimeline
Financial Advisors Network, Inc.5,132$228K0.03%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,119$227K0.02%+8413F-HRTimeline
KLCM Advisors, Inc.5,089$226K0.02%new13F-HRTimeline
McIlrath & Eck, LLC5,087$226K0.02%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,078$226K0.04%-113F-HRTimelineGroup
Richardson Capital Management LLC5,077$225K0.11%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5,039$224K0.03%+1,36913F-HRTimeline
Ballast, Inc.5,026$223K0.05%-51713F-HRTimeline
Francis Financial, Inc.5,025$223K0.04%new13F-HRTimeline
Align Financial, LLC222,938$223K0.16%13F-HRTimeline
Core Wealth Management, Inc.5,001$222K0.07%new13F-HRTimeline
RAINIER FAMILY WEALTH INC5,000$222K0.17%013F-HRTimeline
ATX Financial Planning, LLC4,990$222K0.17%13F-HRTimeline
Van Hulzen Asset Management, LLC4,973$221K0.02%-98613F-HRTimeline
Financial Futures Ltd Liability Co.4,947$220K0.1%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,945$220K0.01%new13F-HRTimeline
Americana Partners, LLC4,935$219K0.01%013F-HRTimeline
Schorn Wealth LLC4,872$216K0.07%+1813F-HRTimeline
High Net Worth Advisory Group LLC4,862$216K0.05%+5513F-HRTimeline
Independent Wealth Network Inc.4,838$215K0.07%+4913F-HRTimeline
Global View Capital Management LLC4,801$213K0.04%new13F-HRTimeline
Falcon Wealth Planning4,799$213K0.02%013F-HRTimeline
Manuka Financial, LLC4,785$213K0.13%013F-HRTimeline
Rialto Wealth Management, LLC4,749$211K0.05%-14013F-HRTimeline
Wilson & Boucher Capital Management, LLC4,700$209K0.14%013F-HRTimeline
Ironwood Financial, llc4,512$208K0.04%new13F-HRTimeline
Demars Financial Group, LLC4,602$204K0.07%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,580$203K0.05%new13F-HRTimeline
MASECO LLP4,567$203K0.01%+4,55613F-HRTimeline
Roof Eidam Maycock Peralta, LLC4,565$203K0.05%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY4,563$203K0.02%new13F-HRTimeline
Cogent Private Wealth, Inc.4,555$202K0.15%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…4,529$201K0.02%13F-HRTimeline
Copia Wealth Management4,071$181K0.13%013F-HRTimeline
Kilter Group LLC4,060$180K0.08%+28713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,055$180K0.01%013F-HRTimelineGroup