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
Schorn Wealth LLC4,872$222K0.07%013F-HRTimeline
High Net Worth Advisory Group LLC4,862$222K0.05%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…4,807$219K0.03%+27813F-HRTimeline
Falcon Wealth Planning4,799$219K0.01%013F-HRTimeline
Manuka Financial, LLC4,785$218K0.13%013F-HRTimeline
Bouchey Financial Group, Ltd.4,540$218K0.02%new13F-HRTimeline
Rialto Wealth Management, LLC4,749$217K0.05%013F-HRTimeline
MASECO LLP4,726$216K0.01%+15913F-HRTimeline
Wilson & Boucher Capital Management, LLC4,700$215K0.14%013F-HRTimeline
Tanager Wealth Management LLP4,669$213K0.02%new13F-HRTimeline
Global View Capital Management LLC4,666$213K0.06%-13513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,629$211K0.01%+2,39613F-HRTimelineGroup
Demars Financial Group, LLC4,602$210K0.07%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC4,565$208K0.05%013F-HRTimeline
ROMANO BROTHERS AND COMPANY4,563$208K0.02%013F-HRTimeline
Cogent Private Wealth, Inc.4,555$208K0.15%013F-HRTimeline
Ironwood Financial, llc4,512$206K0.04%013F-HRTimeline
Red Door Wealth Management, LLC4,478$204K0.02%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,460$204K0.03%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT4,456$203K0.11%new13F-HRTimeline
Rench Wealth Management, Inc.4,417$202K0.06%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,409$201K0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,390$200K<0.01%new13F-HRTimelineGroup
JMN Financial LLC4,382$200K0.2%new13F-HRTimeline
CacheTech Inc.4,382$200K0.04%new13F-HRTimeline
CX Institutional4,367$199K0.01%-1,38513F-HRTimeline
Napier Financial, LLC4,285$196K0.04%new13F-HRTimeline
Copia Wealth Management4,071$186K0.13%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co4,055$185K0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,940$180K0.09%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,869$177K0.01%+3213F-HR/ATimelineGroup
Orion Capital Management LLC3,850$176K0.06%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC3,820$174K0.14%new13F-HRTimeline
Founders Financial Alliance, LLC3,637$166K0.03%+36213F-HRTimeline
Trust Co3,598$164K0.02%+2,23013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,444$157K<0.01%-24713F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC3,215$147K0.07%013F-HRTimeline
Hoese & Co LLP3,211$147K0.11%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC3,192$146K0.08%+2,66213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,070$140K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.3,045$139K0.02%+5513F-HRTimeline
Winch Advisory Services, LLC3,040$139K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,922$133K<0.01%-513F-HRTimelineGroup
Mosley Wealth Management3,048$130K0.06%new13F-HRTimeline
Clearstead Trust, LLC2,843$130K0.02%-37813F-HRTimeline
Graney & King, LLC2,837$130K0.07%013F-HRTimeline
Signature Equity Partners, LLC2,822$129K0.07%new13F-HRTimeline
Operose Advisors LLC2,819$129K0.03%+63313F-HRTimeline
Morling Financial Advisors, LLC2,805$128K0.04%-9113F-HRTimeline
Coston, McIsaac & Partners2,813$128K0.03%013F-HRTimeline
Addison Advisors LLC2,780$127K0.03%013F-HRTimeline
Gould Capital, LLC2,709$124K0.07%new13F-HRTimeline
Abound Wealth Management2,669$122K0.03%+8313F-HRTimeline
Front Row Advisors LLC2,657$121K0.04%+1013F-HRTimeline
True Wealth Design, LLC2,600$119K0.03%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,598$119K0.01%-6613F-HRTimeline
Key Capital Management, INC2,589$118K0.08%+2,58713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,463$112K0.01%-20013F-HRTimeline
Sachetta, LLC2,454$112K0.06%new13F-HRTimeline
Covestor Ltd2,455$112K0.08%+1,19113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,416$110K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.2,368$108K0.01%+21513F-HRTimeline
Destiny Wealth Partners, LLC2,338$107K0.01%new13F-HRTimeline
Strengthening Families & Communities, L…2,335$107K0.03%+1,21213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,184$106K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,304$105K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,310$105K0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,297$105K0.16%new13F-HRTimeline
MeadowBrook Investment Advisors LLC2,270$104K0.09%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,223$102K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.2,235$102K0.03%new13F-HRTimeline
Kingdom Financial Group LLC.2,235$102K0.03%+513F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,140$97.7K0.02%013F-HRTimelineGroup
Harbor Asset Planning, Inc.2,111$96.4K0.08%013F-HRTimeline
VSM Wealth Advisory, LLC2,074$94.7K0.03%+6913F-HRTimeline
Accent Capital Management, LLC2,000$91.3K0.04%013F-HR/ATimeline
WealthCollab, LLC1,993$91K0.04%-10713F-HRTimeline
Qube Research & Technologies Ltd1,961$89.5K<0.01%-32,45613F-HRTimeline
American Capital Advisory, LLC1,900$86.7K0.04%013F-HRTimeline
Bogart Wealth, LLC1,817$83K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,808$82.5K0.02%new13F-HRTimeline
First Command Advisory Services, Inc.1,766$80.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,751$79.9K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,600$73K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC1,545$70.5K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC1,540$70.3K0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,499$68.4K0.04%013F-HRTimeline
Keating Financial Advisory Services, In…1,497$68.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,459$66.6K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,367$62.4K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,360$62.1K<0.01%-6513F-HRTimelineGroup
ROGCO, LP1,246$56.9K0.02%013F-HRTimeline
Tidemark, LLC1,211$55.3K0.01%013F-HRTimeline
Bare Financial Services, Inc1,210$55.2K0.01%013F-HRTimeline
Archer Investment Corp1,161$53K0.01%+1,07213F-HRTimeline
Cherry Tree Wealth Management, LLC1,145$52.3K0.01%013F-HRTimeline
Clarity Asset Management, Inc.1,113$50.8K0.03%013F-HRTimeline
Stone House Investment Management, LLC1,100$50.2K0.01%+1313F-HRTimeline
SSA SWISS ADVISORS AG1,080$49.3K0.02%-72013F-HRTimeline
SIMPLEX TRADING, LLC1,068$48.8K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,064$48.6K0.01%013F-HRTimeline
WPG Advisers, LLC1,039$47.4K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,040$47K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC982$44.8K0.03%new13F-HRTimeline
GODSEY & GIBB, INC955$43.6K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…954$43.6K0.02%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC885$40.4K<0.01%new13F-HRTimeline
Essential Partners LLC874$39.9K0.01%013F-HRTimeline
MilWealth Group LLC851$38.8K0.01%013F-HRTimeline
Longview Financial Advisors LLC850$38.8K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…839$38.3K0.01%013F-HRTimeline
Community Bank, N.A.831$37.9K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.800$36.5K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…792$36.2K<0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.789$36K<0.01%new13F-HRTimeline
Hamrick Investment Counsel, llc785$35.8K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC779$35.6K0.02%-14013F-HRTimeline
Knuff & Co LLC767$35K0.01%new13F-HRTimeline
10Elms LLP714$32.6K0.02%+70213F-HRTimeline
Beaird Harris Wealth Management, LLC697$31.8K<0.01%+813F-HRTimeline
IMG Wealth Management, Inc.689$31.5K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC650$29.7K<0.01%new13F-HRTimelineGroup
GGM Financial LLC621$28.3K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…605$28.1K<0.01%-1,16813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.608$28K<0.01%+56613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OXFORD FINANCIAL GROUP, LTD. LLC606$27.7K<0.01%-913F-HRTimeline
Cornerstone Planning Group LLC523$25.7K<0.01%+2713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP544$24.8K<0.01%013F-HRTimeline
Wealth Science Advisors LLC546$24.2K0.01%new13F-HRTimeline
Ares Financial Consulting, LLC509$23.6K0.02%013F-HRTimeline
Hanson & Doremus Investment Management510$23K<0.01%013F-HRTimeline
Horizons Wealth Management498$22.7K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…482$22K0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC475$21.7K0.01%new13F-HRTimeline
Miller Capital Partners, Inc.470$21.5K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…469$21.4K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.455$20.8K0.01%-17313F-HRTimeline
Atomic Invest LLC469$20.7K0.01%+23113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$20.5K<0.01%013F-HRTimelineGroup
BLUELINE ADVISORS LLC423$19.3K0.01%013F-HRTimeline
Valued Wealth Advisors LLC421$19.2K0.01%013F-HRTimeline
RHL GROUP, LLC417$19K0.02%new13F-HRTimeline
Davis Capital Management404$18.4K0.01%013F-HRTimeline
Tower View Wealth Management LLC396$18.1K0.01%013F-HRTimeline
TSFG, LLC370$17K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates369$16.8K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC354$16.2K<0.01%-28013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC354$16.2K<0.01%013F-HRTimelineGroup
Topsail Wealth Management, LLC349$15.9K<0.01%013F-HRTimeline
TFC Financial Management, Inc.339$15.5K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC338$15.4K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC321$14.7K0.01%new13F-HRTimeline
Kilter Group LLC289$13.2K0.01%-3,77113F-HRTimeline
Pflug Koory, LLC264$12.1K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB259$11.8K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.243$11.1K0.01%013F-HRTimeline
Robinswood Financial LLC220$10K<0.01%new13F-HR/ATimeline
TOWER TRUST & INVESTMENT Co216$9.86K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…216$9.85K<0.01%new13F-HRTimeline
Crewe Advisors LLC214$9.79K<0.01%-86713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC207$9.45K<0.01%new13F-HR/ATimeline
Three Bearings Fiduciary Advisors, Inc.202$9.22K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.192$8.77K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…187$8.54K<0.01%013F-HRTimelineGroup
Main Street Group, LTD161$7.37K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.160$7.31K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC151$6.89K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.151$6.88K<0.01%+813F-HRTimeline
First Pacific Financial141$6.44K<0.01%new13F-HRTimeline
Networth Advisors, LLC116$5.29K<0.01%+8213F-HRTimeline
Intentional Wealth Strategies, LLC114$5.2K<0.01%13F-HRTimeline
Evergreen Advisors, LLC113$5.17K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC111$5.1K<0.01%013F-HRTimeline
Essential Investment Partners LLC108$4.93K<0.01%013F-HRTimeline
SHP Wealth Management107$4.88K<0.01%+10213F-HRTimeline
Godfrey Financial Associates, Inc.106$4.84K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.102$4.65K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.95$4.35K<0.01%013F-HRTimeline
Redwood Park Advisors LLC79$3.6K<0.01%013F-HRTimeline
Bullock Wealth Management Group68$3.17K<0.01%013F-HRTimeline
MTM Investment Management, LLC62$2.83K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC46$2.1K<0.01%13F-HRTimeline
Tradewinds Capital Management, LLC44$2.01K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp37$1.69K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…34$1.55K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26$1.19K<0.01%-1,09613F-HRTimelineGroup
Truvestments Capital LLC24$1.1K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.22$1K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC21$959<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC20$913<0.01%-1013F-HRTimeline
Silver Grove Financial Group, Inc.9$427<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC2$92<0.01%013F-HRTimeline
DecisionPoint Financial, LLC2$92<0.01%013F-HRTimeline