Skip to content
Disclosery

SPDW SPDR INDEX SHS FDS

Follow

COM (fund)

1,193 managers (1,208 13F filers) reported a position in SPDW shares at 2026-03-31, 658,238,534 shares in all. 94 filers opened a position and 49 filers sold out during the quarter.

Managers
1,193
13F filers
1,208
New
94
Added
474
Reduced
410
Sold out
49
Shares held by filers
658,238,534

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Diversified Enterprises, LLC10,170$464K0.03%-2213F-HRTimeline
LVZ, Inc.10,112$462K0.05%+2,46813F-HRTimeline
Portland Financial Advisors Inc10,092$461K0.96%013F-HRTimeline
Advance Capital Management, Inc.10,069$460K0.02%-1,86913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…10,031$458K0.36%-28913F-HRTimeline
Prasad Wealth Partners, LLC10,024$458K0.12%013F-HRTimeline
Sensible Money, LLC9,868$450K0.14%013F-HRTimeline
Claro Advisors Inc.9,834$449K0.05%013F-HRTimeline
Keel Point, LLC9,684$442K0.03%-5513F-HRTimeline
Main Street Financial Solutions, LLC9,663$441K0.03%013F-HRTimeline
Orographic Financial Advisors, LLC9,657$440K0.31%13F-HRTimeline
OakTrust Wealth Advisors, LLC9,633$440K0.4%-1,36713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC9,630$440K0.05%013F-HRTimeline
SIGNATUREFD, LLC9,622$439K0.01%+113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,482$433K<0.01%-37813F-HRTimelineGroup
TME FINANCIAL, INC.9,468$432K0.3%013F-HRTimeline
GW&K Investment Management, LLC9,414$430K<0.01%013F-HRTimeline
MBL Wealth, LLC9,375$428K0.03%013F-HRTimeline
Alta Wealth Advisors LLC9,348$427K0.14%+11213F-HRTimeline
MSH Capital Advisors LLC9,341$426K0.09%+25013F-HRTimeline
Vermillion & White Wealth Management Gr…9,314$425K0.24%-7413F-HR/ATimeline
REAP Financial Group, LLC9,312$425K0.08%-1,49613F-HRTimeline
Urban Financial Advisory Corp9,248$422K0.15%013F-HRTimeline
Pinnacle Family Advisors, LLC9,219$421K0.2%-23,82113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC9,178$419K0.04%013F-HRTimeline
Clarity Capital Advisors, LLC9,176$419K0.2%013F-HRTimeline
Elmwood Wealth Management, Inc.9,160$418K0.12%013F-HRTimeline
WEALTHGARDEN F.S. LLC9,147$418K0.28%+27713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC9,104$416K0.28%+84413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC9,087$415K<0.01%+2413F-HRTimeline
Cassilly Financial Group LLC9,068$414K0.36%+29913F-HRTimeline
Advisors Capital Management, LLC9,062$414K<0.01%-26913F-HRTimeline
Impact Partnership Wealth, LLC9,038$413K0.05%-5,85213F-HRTimeline
MJT & Associates Financial Advisory Gro…9,031$412K0.3%-113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC8,995$411K0.11%new13F-HRTimeline
Freedom Investment Management, Inc.8,959$409K0.12%+14613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,921$407K0.04%-21513F-HRTimeline
CENTRAL TRUST Co8,893$406K0.01%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,882$405K0.04%new13F-HRTimeline
Richard P Slaughter Associates Inc8,868$405K0.09%-33913F-HRTimeline
Veery Capital, LLC8,709$398K0.12%013F-HRTimeline
Azimuth Capital Investment Management L…8,701$397K0.01%013F-HRTimeline
SBI Securities Co., Ltd.8,696$397K0.01%+4213F-HRTimeline
Clear Harbor Asset Management, LLC8,674$396K0.03%-2013F-HRTimeline
Willis Johnson & Associates, Inc.8,647$395K0.02%-73413F-HRTimeline
Visionary Horizons, LLC8,608$393K0.19%+58513F-HRTimeline
Investments & Financial Planning, LLC8,495$388K0.21%-54813F-HRTimeline
OMNI 360 Wealth, Inc.8,444$385K0.2%+6613F-HRTimeline
M1 Capital Management LLC8,422$384K0.18%+70513F-HRTimeline
FIRST HORIZON CORP8,378$382K0.02%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC8,358$382K0.01%-1,07513F-HRTimeline
GWN SECURITIES INC.8,349$381K0.07%-9513F-HRTimeline
Perigon Wealth Management, LLC8,322$380K0.01%-96313F-HRTimeline
True Blue Financial, LLC8,292$379K0.3%+1,23413F-HRTimeline
BDFS Capital LLC8,176$373K0.18%-2313F-HRTimeline
Valeo Financial Advisors, LLC17,525$372K0.01%+3,72913F-HRTimeline
SFG Wealth Management, LLC.8,019$366K0.15%+9713F-HRTimeline
Annex Advisory Services, LLC7,968$364K0.01%-23813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC7,955$363K0.03%-1,00013F-HRTimeline
Madden Advisory Services, Inc.7,947$363K0.14%-60113F-HRTimeline
WORLD EQUITY GROUP, INC.7,896$360K0.09%+1,09213F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…7,876$360K0.32%-24,12413F-HRTimeline
Clear Creek Financial Management, LLC7,816$357K0.03%-45,33113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,801$356K0.01%-21513F-HRTimeline
OLIO Financial Planning7,781$355K0.1%013F-HRTimeline
Accel Wealth Management7,771$355K0.09%-37513F-HRTimeline
HM PAYSON & CO7,764$354K0.01%013F-HRTimeline
J2 Capital Management Inc7,761$354K0.24%+25513F-HRTimeline
Three Seasons Wealth, LLC7,690$351K0.13%+94913F-HRTimeline
Cassaday & Co Wealth Management LLC7,667$350K0.01%013F-HRTimeline
Integrity Advisory Solutions, LLC7,618$348K0.05%-30413F-HRTimeline
WNY Asset Management, LLC7,617$348K0.04%13F-HRTimeline
ASPIRIANT, LLC7,604$347K0.01%013F-HRTimeline
Meridian Financial Advisors, LLC7,578$346K0.19%013F-HRTimeline
Oakwell Private Wealth Management, LLC7,550$345K0.06%+1,42613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Forza Wealth Management, LLC7,545$344K0.12%013F-HRTimeline
Morton Brown Family Wealth, LLC7,472$341K0.09%+21213F-HRTimeline
Foundation Wealth Management, LLC\PA7,459$341K0.12%013F-HRTimeline
HB Wealth Management, LLC7,450$340K<0.01%+22613F-HRTimeline
Financial Plan, Inc.7,437$339K0.04%-26513F-HRTimeline
Keebeck Wealth Management7,421$339K0.04%013F-HRTimeline
Focus Financial Network, Inc.7,415$338K0.01%-1,32813F-HRTimeline
Argent Trust Co7,408$338K0.01%-56013F-HRTimeline
AssuredPartners Investment Advisors, LLC7,235$336K0.04%new13F-HRTimeline
Mayflower Financial Advisors, LLC7,313$334K0.04%+1,21413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…7,310$334K0.01%-1,34113F-HRTimeline
Buck Wealth Strategies, LLC7,296$333K0.04%-16513F-HRTimeline
Linscomb Wealth, Inc.7,278$332K0.01%+47313F-HRTimeline
MA Private Wealth7,240$331K0.06%013F-HRTimeline
Transce3nd, LLC7,176$328K2.91%-32713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,171$327K0.01%-10613F-HRTimeline
Vantage Point Financial LLC7,163$327K0.11%-7,13213F-HRTimeline
Baker Avenue Asset Management, LP7,159$327K0.01%+39013F-HRTimeline
REDW Wealth LLC7,158$327K0.13%013F-HRTimeline
HBE Wealth Management, LLC7,096$324K0.28%013F-HRTimeline
Accurate Wealth Management, LLC6,704$323K0.04%-41113F-HRTimeline
Copley Financial Group, Inc.7,062$322K0.19%-34113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.7,029$321K<0.01%new13F-HRTimelineGroup
Gibson Capital, LLC7,002$320K0.06%013F-HRTimeline
Moors & Cabot, Inc.7,000$320K0.01%013F-HRTimeline
Traction Financial Partners, LLC6,990$319K0.2%+44313F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,956$318K0.01%+39813F-HR/ATimeline
Revere Asset Management, Inc6,941$317K0.16%013F-HRTimeline
Warren Street Wealth Advisors, LLC6,923$316K0.08%+1913F-HRTimeline
Armbruster Capital Management, Inc.6,895$315K0.05%+20013F-HRTimeline
Smith Salley Wealth Management6,880$314K0.02%013F-HRTimeline
Checchi Capital Advisers, LLC6,872$314K0.02%013F-HRTimeline
Bright Futures Wealth Management, LLC.6,861$313K0.21%+97613F-HRTimeline
True Vision MN LLC6,854$313K0.16%+65913F-HRTimeline
Austin Wealth Management, LLC6,742$313K0.07%-46513F-HRTimeline
Innova Wealth Partners6,845$312K0.15%new13F-HRTimeline
Yoffe Investment Management, LLC6,841$312K0.4%013F-HRTimeline
K2 Financial Inc.6,317$307K0.22%-10813F-HRTimeline
Empirical Asset Management, LLC6,728$307K0.08%+38013F-HRTimeline
Anson Capital, Inc.6,718$307K0.21%-10813F-HRTimeline
Lodestone Wealth Management LLC6,714$306K0.12%+3113F-HR/ATimeline
HMV Wealth Advisors, LLC6,705$306K0.14%013F-HRTimeline
Castleview Partners, LLC6,662$304K0.16%+47613F-HRTimeline
Capital Investment Advisory Services, L…6,615$302K0.02%-75313F-HRTimeline
MB Generational Wealth, LLC6,603$301K0.17%013F-HRTimeline
D.A. DAVIDSON & CO.6,598$301K<0.01%+42413F-HRTimeline
Legacy Bridge, LLC6,585$301K0.11%013F-HRTimeline
Meramec Financial Planners, LLC6,015$297K0.12%013F-HRTimeline
PETERSON WEALTH MANAGEMENT6,489$296K0.17%013F-HRTimeline
First Business Financial Services, Inc.6,444$294K0.03%new13F-HRTimeline
Colonial River Investments, LLC6,425$293K0.11%-1,20213F-HRTimeline
Caprock Group, LLC6,368$291K0.01%-1,38813F-HRTimeline
Castle Rock Wealth Management, LLC6,303$290K0.06%+1,05813F-HRTimeline
EVOKE WEALTH, LLC6,289$287K0.01%-8,10813F-HRTimeline
Midwest Financial Partners Investments,…6,270$286K0.15%013F-HRTimeline
Gutierrez Wealth Advisory, LLC6,236$285K0.18%new13F-HRTimeline
Parkway Wealth Management Group, LLC5,916$284K0.04%-83813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.6,231$284K0.3%-40713F-HRTimeline
GHP Investment Advisors, Inc.6,221$284K0.01%+32813F-HRTimeline
Stonehearth Capital Management, LLC6,193$283K0.11%-1,12913F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,169$282K0.05%013F-HRTimeline
Cannell & Spears LLC6,169$282K0.01%-16313F-HR/ATimeline
Retirement Investment Advisors, Inc.6,337$281K0.02%+5113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,124$280K0.02%-43,36313F-HRTimelineGroup
Independence Bank of Kentucky6,096$278K0.04%013F-HRTimeline
Wealth Architects, LLC6,094$278K0.02%013F-HRTimeline
American Trust6,055$276K0.02%-3,74913F-HRTimeline
NOTTINGHAM ADVISORS, INC.6,055$276K0.04%+75813F-HRTimeline
Wolff Financial Management LLC6,042$276K0.06%013F-HRTimeline
Aviance Capital Partners, LLC6,011$274K0.03%013F-HRTimeline
New Perspectives, Inc5,990$273K0.09%-95013F-HRTimeline
Soltis Investment Advisors LLC5,982$273K0.02%-85013F-HRTimeline
Manchester Capital Management LLC5,937$271K0.04%+38713F-HRTimeline
MATHER GROUP, LLC.5,916$270K<0.01%new13F-HRTimeline
Tevis Investment Management5,895$269K0.15%new13F-HRTimeline
Root Financial Partners, LLC5,859$267K0.01%+29613F-HRTimeline
Financial Advisors Network, Inc.5,854$267K0.04%+72213F-HRTimeline
Tranquility Partners, LLC5,761$263K0.1%013F-HRTimeline
Cambridge Advisors Inc.5,747$262K0.05%013F-HRTimeline
Keystone Financial Services5,718$261K0.08%013F-HRTimeline
Premier Private Wealth Management LLC5,693$260K0.27%+30713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,680$259K0.1%-3713F-HRTimeline
TopTier Wealth Management, LLC5,663$259K0.16%new13F-HRTimeline
Telos Capital Management, Inc.5,657$258K0.02%-1613F-HRTimeline
Sound Income Strategies, LLC5,516$256K0.01%+5,10313F-HRTimeline
Synergy Investment Management, LLC5,601$256K0.08%-513F-HRTimeline
SHAKER INVESTMENTS LLC/OH5,583$255K0.12%-2,54513F-HRTimeline
Aspen Wealth Management LLC5,575$254K0.05%-4413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,544$253K<0.01%+6413F-HRTimelineGroup
OARSMAN CAPITAL, INC.5,530$252K0.03%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)5,522$252K0.08%-1713F-HRTimeline
Sovran Advisors, LLC5,144$252K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,501$251K<0.01%new13F-HRTimelineGroup
Beverly Hills Private Wealth, LLC5,497$251K0.04%013F-HRTimeline
Tandem Investment Partners LLC5,435$248K0.21%+21913F-HRTimeline
Per Stirling Capital Management, LLC.5,395$246K0.03%+18513F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,392$246K0.01%new13F-HRTimeline
Ballast Financial Advisors LLC5,384$246K0.25%-29613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,367$245K0.03%-1,97213F-HRTimeline
Summit Investment Advisory Services, LLC5,327$243K0.09%-5613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,326$243K0.08%-41413F-HRTimeline
Pine Valley Investments Ltd Liability Co5,285$241K0.01%013F-HRTimeline
JMG Financial Group, Ltd.5,271$241K0.01%013F-HRTimeline
KLCM Advisors, Inc.5,261$240K0.02%+17213F-HRTimeline
Financial Solutions Advisory Group, Inc.5,230$239K0.03%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…5,211$238K0.09%-1,95913F-HRTimelineGroup
Farringdon Capital, Ltd.5,147$235K0.05%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,097$233K<0.01%-1,03313F-HRTimeline
McIlrath & Eck, LLC5,087$232K0.02%013F-HRTimeline
Richardson Capital Management LLC5,077$232K0.11%013F-HRTimeline
Strive Financial Group ,LLC5,067$231K0.12%-23013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,055$231K0.04%-2313F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC5,039$230K0.04%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,033$230K0.02%-8613F-HRTimeline
Francis Financial, Inc.5,025$229K0.04%013F-HRTimeline
Align Financial, LLC5,020$229K0.13%-217,91813F-HRTimeline
Core Wealth Management, Inc.5,001$228K0.07%013F-HRTimeline
RAINIER FAMILY WEALTH INC5,000$228K0.15%013F-HRTimeline
Ballast, Inc.4,962$227K0.05%-6413F-HRTimeline
Edgestream Partners, L.P.4,949$226K0.01%-2,34813F-HRTimeline
Financial Futures Ltd Liability Co.4,947$226K0.1%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,945$226K0.01%013F-HRTimeline
Americana Partners, LLC4,935$225K0.01%013F-HRTimeline
Formidable Asset Management, LLC5,068$225K0.03%-52313F-HRTimeline
Shoker Investment Counsel, Inc.4,898$224K0.07%new13F-HRTimeline