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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
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,940$175K0.08%-1,02213F-HRTimelineGroup
Orion Capital Management LLC3,850$171K0.06%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,837$170K0.01%-59013F-HRTimelineGroup
Barnes Dennig Private Wealth Management…3,815$169K0.17%+2,23613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,691$164K<0.01%-16913F-HRTimelineGroup
Founders Financial Alliance, LLC3,275$145K0.03%-56213F-HRTimeline
Clearstead Trust, LLC3,221$143K0.02%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,215$143K0.07%013F-HRTimeline
Hoese & Co LLP3,211$143K0.1%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,070$136K<0.01%+1,60013F-HRTimelineGroup
Winch Advisory Services, LLC3,040$135K0.03%-1,02713F-HRTimeline
Westside Investment Management, Inc.2,990$133K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,927$130K<0.01%013F-HRTimelineGroup
Morling Financial Advisors, LLC2,896$129K0.04%-1613F-HRTimeline
Graney & King, LLC2,837$126K0.07%+2013F-HRTimeline
Coston, McIsaac & Partners2,813$124K0.03%013F-HRTimeline
Addison Advisors LLC2,780$123K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,664$119K0.01%-66813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,663$118K0.01%013F-HRTimeline
Front Row Advisors LLC2,647$118K0.04%013F-HRTimeline
Abound Wealth Management2,586$115K0.03%013F-HRTimeline
Sunbelt Securities, Inc.2,304$102K0.01%+3313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,223$101K<0.01%new13F-HRTimelineGroup
MeadowBrook Investment Advisors LLC2,270$101K0.09%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,233$99.2K0.01%-92613F-HRTimelineGroup
Kingdom Financial Group LLC.2,230$99K0.03%new13F-HRTimeline
Operose Advisors LLC2,186$97.1K0.02%+24513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,184$97K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.2,153$95.6K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,140$95K0.02%-6613F-HRTimelineGroup
Harbor Asset Planning, Inc.2,111$93.8K0.08%-10313F-HRTimeline
WealthCollab, LLC2,100$93.3K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC2,005$89K0.03%+3313F-HRTimeline
Accent Capital Management, LLC2,000$88.8K0.04%013F-HRTimeline
American Capital Advisory, LLC1,900$84.4K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,888$83.8K0.07%-41,25513F-HRTimeline
Bogart Wealth, LLC1,817$80.7K<0.01%+713F-HRTimeline
SSA SWISS ADVISORS AG1,800$79.9K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,773$78.7K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.1,766$78.4K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,751$77.8K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,499$66.6K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…1,497$66.5K0.01%13F-HRTimeline
Safe Harbor Fiduciary, LLC1,461$64.9K0.06%13F-HRTimeline
AMERIFLEX GROUP, INC.1,459$64.8K0.03%+72513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,425$63.3K<0.01%-10013F-HRTimelineGroup
Compass Financial Services Inc1,400$62.2K0.03%+1313F-HRTimeline
Trust Co1,368$60.8K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,367$60.7K0.01%013F-HRTimeline
Covestor Ltd1,264$56K0.03%+27313F-HRTimeline
ROGCO, LP1,246$55.3K0.02%013F-HRTimeline
Tidemark, LLC1,211$53.8K0.02%-6313F-HRTimeline
Bare Financial Services, Inc1,210$53.7K0.01%013F-HRTimeline
Navalign, LLC1,169$51.9K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,145$50.9K0.01%013F-HRTimeline
Strengthening Families & Communities, L…1,123$49.9K0.02%+2013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,122$49.8K<0.01%+81713F-HRTimelineGroup
Clarity Asset Management, Inc.1,113$49.4K0.03%+2013F-HRTimeline
Stone House Investment Management, LLC1,087$48.3K0.01%+15713F-HRTimeline
Crewe Advisors LLC1,081$48K<0.01%+66913F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,064$47.3K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,056$46.9K0.01%new13F-HRTimeline
WPG Advisers, LLC1,039$46.1K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,040$46K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC919$40.8K0.02%+1113F-HRTimeline
Essential Partners LLC874$38.8K0.01%013F-HRTimeline
MilWealth Group LLC851$37.8K0.01%013F-HRTimeline
Longview Financial Advisors LLC850$37.7K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…839$37.3K0.01%013F-HRTimeline
Northwest Capital Management Inc828$36.8K0.16%-57513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC780$35K<0.01%013F-HRTimelineGroup
Hamrick Investment Counsel, llc785$34.9K0.03%13F-HRTimeline
Woodside Wealth Management LLC723$32.1K0.02%+1213F-HRTimeline
Beaird Harris Wealth Management, LLC689$30.6K<0.01%+6513F-HRTimeline
IMG Wealth Management, Inc.689$30.6K0.02%013F-HRTimeline
ALBION FINANCIAL GROUP /UT644$28.6K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC634$28.2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.628$27.9K0.01%013F-HRTimeline
GGM Financial LLC621$27.6K0.01%+1113F-HRTimeline
Rossby Financial, LCC618$27.4K0.01%+4613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC615$27.3K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP544$24.2K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC530$23.5K0.01%+50013F-HRTimeline
Cornerstone Planning Group LLC496$23.5K<0.01%+12413F-HRTimeline
Hanson & Doremus Investment Management510$23K<0.01%013F-HRTimeline
New Millennium Group LLC517$23K0.01%new13F-HRTimeline
Ares Financial Consulting, LLC509$22.6K0.02%13F-HRTimeline
ORG Partners LLC503$22.3K<0.01%013F-HRTimeline
Horizons Wealth Management498$22.1K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…482$21.4K0.01%new13F-HRTimeline
Miller Capital Partners, Inc.470$20.9K0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…469$20.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$20K<0.01%013F-HRTimelineGroup
Turning Point Benefit Group, Inc.438$19.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC413$19.1K<0.01%-19813F-HRTimeline
BLUELINE ADVISORS LLC423$18.8K0.02%13F-HRTimeline
Valued Wealth Advisors LLC421$18.7K0.01%-113F-HRTimeline
Davis Capital Management404$17.9K0.01%013F-HRTimeline
Tower View Wealth Management LLC396$17.6K0.01%+713F-HRTimeline
Laurel Wealth Advisors LLC382$17K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates369$16.4K<0.01%013F-HRTimeline
TSFG, LLC370$16K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC354$15.7K<0.01%013F-HRTimelineGroup
Topsail Wealth Management, LLC349$15.5K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC338$15K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.335$15K0.01%13F-HRTimeline
Estate Planners Group, LLC277$12.3K0.01%13F-HRTimeline
Pflug Koory, LLC264$11.7K0.01%+413F-HRTimeline
MassMutual Private Wealth & Trust, FSB259$11.5K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.243$10.8K0.01%013F-HRTimeline
Quaker Wealth Management, LLC241$10.7K<0.01%013F-HRTimeline
Atomic Invest LLC238$10.6K0.01%13F-HRTimeline
TOWER TRUST & INVESTMENT Co216$9.59K0.01%new13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.202$9.49K0.01%13F-HRTimeline
OAKWORTH CAPITAL, INC.192$8.53K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…187$8.3K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.167$7.42K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steigerwald, Gordon & Koch Inc.160$7.11K<0.01%+313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC151$6.71K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.143$6.34K<0.01%+313F-HRTimeline
Center for Financial Planning, Inc.124$5.51K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.117$5.2K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC111$4.96K<0.01%013F-HRTimeline
Essential Investment Partners LLC108$4.8K<0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.106$4.71K<0.01%13F-HRTimeline
WINNACLE WEALTH LLC104$4.68K<0.01%+213F-HRTimeline
FIDUCIARY ADVISORS, INC.102$4.52K<0.01%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.95$4.23K<0.01%+113F-HRTimeline
Motiv8 Investments LLC88$4K<0.01%new13F-HRTimeline
Archer Investment Corp89$3.95K<0.01%013F-HRTimeline
POM Investment Strategies, LLC88$3.91K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC79$3.5K<0.01%-26613F-HRTimeline
Bullock Wealth Management Group68$3.03K<0.01%013F-HRTimeline
MTM Investment Management, LLC62$2.75K<0.01%013F-HRTimeline
Security National Bank47$2.09K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.42$2K<0.01%-8513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tradewinds Capital Management, LLC44$1.96K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp37$1.64K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.51K<0.01%013F-HRTimeline
Networth Advisors, LLC34$1.51K<0.01%13F-HRTimeline
Private Wealth Asset Management, LLC30$1.33K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.22$977<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC21$933<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC13$577<0.01%13F-HRTimeline
10Elms LLP12$533<0.01%013F-HRTimeline
SHP Wealth Management5$222<0.01%13F-HRTimeline
SITTNER & NELSON, LLC2$96<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$89<0.01%new13F-HRTimeline
Key Capital Management, INC2$89<0.01%13F-HRTimeline