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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

963 managers (974 13F filers) reported a position in SPDW shares at 2024-12-31, 502,029,231 shares in all. 62 filers opened a position and 54 filers sold out during the quarter.

Managers
963
13F filers
974
New
62
Added
435
Reduced
275
Sold out
54
Shares held by filers
502,029,231

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Creative Planningin group Creative Planning68,708,048$2.35B2.28%+15,351,03513F-HRTimelineGroup
Financial Engines Advisors L.L.C.66,743,946$2.28B4.79%+4,849,46013F-HRTimeline
Allworth Financial LP31,712,123$1.12B6.15%+1,848,37113F-HRTimeline
LPL Financial LLC28,032,072$957M0.39%+771,50013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co21,983,000$750M17.06%+4,407,00013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,314,729$454M1.38%+161,23813F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,542,476$428M1.78%+1,116,76213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,890,318$303M+725,049Timeline
MORGAN STANLEYin group MORGAN STANLEY8,143,365$278M0.02%+1,547,72613F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP7,816,439$267M0.01%+855,87113F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,279,969$248M0.06%-1,337,05813F-HRTimelineGroup
Horizon Investments, LLC6,883,460$235M6.74%-110,46613F-HRTimeline
Betterment LLC6,201,642$212M0.5%+3,199,96213F-HRTimeline
Stadion Money Management, LLC5,940,696$203M15.87%+240,78913F-HRTimeline
TOWNSQUARE CAPITAL LLC5,832,251$199M2.25%+572,45413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,220,085$178M0.02%-201,25213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,142,599$176M0.29%+208,02213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,957,373$169M0.38%+316,67113F-HR/ATimelineGroup
Advisory Alpha, LLC4,405,127$150M5.35%+36,22913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,944,818$135M0.02%-11,68813F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC3,628,564$124M2.51%+355,06813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,476,526$119M0.03%+130,48013F-HRTimelineGroup
Strategies Wealth Advisors, LLC3,162,651$114M14.21%+510,70113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,863,021$97.7M0.43%-113,54813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,836,155$96.8M0.04%13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,730,272$93.2M0.89%-163,75613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,684,464$91.6M0.12%+1,206,26213F-HRTimelineGroup
Clearstead Advisors, LLC2,613,821$89.2M1.36%+33,25313F-HRTimeline
Advocacy Wealth Management, LLC2,595,044$88.6M6.73%-39,99413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,457,238$83.9M0.09%-215,80913F-HRTimelineGroup
GeoWealth Management, LLC2,429,024$82.9M2.71%-195,07913F-HRTimeline
Private Advisor Group, LLC2,344,164$80M0.45%-78,27513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,335,776$79.7M0.15%+201,85713F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC2,232,372$76.2M0.6%-95,00013F-HRTimelineGroup
JNBA Financial Advisors2,176,759$74.3M7.59%-89,52113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,139,186$73M0.06%+96,83513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,081,032$71M0.19%+52,94913F-HRTimelineGroup
McNamara Financial Services, Inc.2,078,553$70.9M16.68%-126,66513F-HRTimeline
Cetera Investment Advisers1,829,614$62.4M0.13%+43,61313F-HRTimeline
AlphaStar Capital Management, LLC1,666,829$56.9M5.95%+189,15413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,654,198$56.5M0.58%+54,04813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,595,808$54.5M0.78%-152,35613F-HRTimelineGroup
Peterson Wealth Advisors, LLC1,576,858$54M9.74%-15,66313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,553,404$53M1.31%+93,16213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,543,722$52.7M<0.01%+27,74413F-HRTimelineGroup
Capital Asset Advisory Services LLC1,479,320$50.7M2.5%+82,77513F-HRTimeline
Schneider Downs Wealth Management Advis…1,467,162$50.1M9.42%+109,34913F-HRTimeline
Independent Advisor Alliance1,445,464$49.3M0.65%+1,429,68813F-HRTimeline
MML INVESTORS SERVICES, LLC1,425,201$48.6M0.17%+150,40413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,419,077$48.4M0.01%-88,49913F-HRTimelineGroup
TRUEFG, LLC1,388,475$47.4M15.47%+68,08213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,358,737$46.4M0.12%+11,16713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,296,389$44.2M0.06%+21,37713F-HRTimeline
KWB Wealth1,153,790$43.3M5.37%-43,19413F-HRTimeline
HighTower Advisors, LLC1,233,397$42.1M0.06%+127,89813F-HRTimeline
Cambridge Investment Research Advisors,…1,229,461$42M0.14%+61,44513F-HRTimeline
Goldstein Advisors, LLC1,205,502$41.1M5.97%+534,98213F-HRTimeline
IAG Wealth Partners, LLC1,203,375$41.1M7.24%+83,41713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,115,475$38.1M-83,067Timeline
Clearwater Capital Advisors, LLC1,115,010$38.1M3.72%+1,43613F-HRTimeline
Callan Capital, LLC1,043,956$35.6M2.61%-37,12013F-HRTimeline
Global Strategic Investment Solutions, …1,020,875$34.8M4.08%-37,55113F-HRTimeline
Boston Standard Wealth Management, LLC998,144$34.1M6.62%+31,68813F-HRTimeline
Integrated Wealth Concepts LLC975,105$33.3M0.39%+52,64913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\956,174$32.6M0.04%+64,19713F-HRTimelineGroup
Global Retirement Partners, LLC953,482$32.5M0.93%+36,69713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…929,191$32.1M0.06%+96,61213F-HRTimelineGroup
Ballentine Partners, LLC940,120$32.1M0.55%-25,39313F-HRTimeline
Bristlecone Advisors, LLC917,110$31.3M2.44%-12,61213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding913,458$31.2M+144,362Timeline
WALLER FINANCIAL PLANNING GROUP, INC911,132$31.1M7.84%+12,21113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.902,297$30.8M1.92%-27,63413F-HRTimelineGroup
MAI Capital Management895,389$30.6M0.23%+889,09213F-HRTimeline
Atlas Private Wealth Advisors854,327$29.2M4.13%-17,22513F-HRTimeline
Facet Wealth, Inc.797,155$28.6M0.76%+30,19313F-HRTimeline
IFP Advisors, Inc822,189$28.1M0.92%+108,91613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…816,807$27.9M0.7%+1,44213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN811,843$27.7M0.01%+44,64413F-HRTimelineGroup
Goodman Financial Corp806,099$27.5M5.88%+23,34113F-HRTimeline
Auour Investments LLC761,347$27.1M9.49%+39,99913F-HRTimeline
RESTON WEALTH MANAGEMENT LLC778,754$26.6M9.88%+27,30113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding776,610$26.3M+133,509Timeline
OneAscent Financial Services LLCin group OneAscent Financial Services …766,967$26.2M2.23%new13F-HRTimelineGroup
Brio Consultants, LLC760,202$25.9M4.06%+47,84113F-HRTimeline
Rinkey Investments748,816$25.6M8.18%-10,07413F-HRTimeline
ProVise Management Group, LLC738,345$25.2M2.16%+26,59813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC736,703$25.1M0.35%-115,82513F-HRTimeline
Lifeworks Advisors, LLC710,638$24.3M4.38%+174,18013F-HRTimeline
Garrett Wealth Advisory Group, LLC706,733$24.1M5.49%+92,15113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC693,595$23.7M14.76%-14,77913F-HRTimeline
ERn Financial, LLC681,113$23.2M3.49%+31,93313F-HRTimeline
JT Stratford LLC672,567$23M3.78%-57,36113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC670,240$22.9M0.05%+3,21513F-HRTimelineGroup
Flagstone Financial Management662,803$22.6M7.52%+26,89613F-HRTimeline
N.E.W. Advisory Services LLC662,340$22.6M2.15%-35,02913F-HRTimeline
IHT Wealth Management, LLC658,761$22.5M0.73%-39,49813F-HRTimeline
Pure Financial Advisors, LLC624,438$21.3M0.48%-5,90213F-HRTimeline
Aptus Capital Advisors, LLC607,611$20.7M0.25%+38,16813F-HRTimeline
CGN Advisors LLC600,199$20.5M1.99%+87,27813F-HRTimeline
Geneos Wealth Management Inc.595,459$20.3M0.71%+41,02813F-HRTimeline
BRIGHTON SECURITIES CORP.593,326$20.3M9.84%13F-HRTimeline
Good Life Advisors, LLC590,152$20.1M1.47%+57,11413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC577,898$19.7M4.57%+26,50013F-HRTimeline
PROFFITT & GOODSON INC573,072$19.6M3.24%+28,17113F-HRTimeline
NewEdge Advisors, LLC562,274$19.2M0.12%+85,42913F-HRTimeline
First Heartland Consultants, Inc.554,583$18.9M1.94%+62,54113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding548,780$18.7M+134,778Timeline
Second Line Capital, LLC544,950$18.6M5.01%+18,63413F-HRTimeline
GREAT LAKES ADVISORS, LLC541,661$18.5M0.16%-12,25413F-HRTimeline
SigFig Wealth Management, LLC542,592$18.4M0.66%+26,89613F-HRTimeline
Merit Financial Group, LLC520,797$17.8M0.32%-51,31413F-HRTimeline
Atria Investments, Inc517,615$17.7M0.22%+17,64313F-HRTimeline
Graypoint LLC517,548$17.7M1.07%-2,46213F-HRTimeline
Sanctuary Advisors, LLC485,785$17.5M0.11%+30,97113F-HRTimeline
Treasure Coast Financial Planning507,730$17.3M11.42%-12,02313F-HRTimeline
Iron Horse Wealth Management, LLC502,211$17.1M5.75%+25,22913F-HRTimeline
Arax Advisory Partners501,841$17.1M1.08%+500,67313F-HRTimeline
Headland Capital, LLC491,383$16.8M5.74%13F-HRTimeline
CSM Advisors, LLC481,850$16.4M0.77%+239,20013F-HR/ATimeline
Leicht Financial Planning & Wealth Mana…479,953$16.4M8.38%+10,92813F-HRTimeline
Fiduciary Alliance LLC468,554$16M1.62%+9,77113F-HRTimeline
Ausdal Financial Partners, Inc.458,862$15.7M1.35%+6,09913F-HRTimeline
Landmark Wealth Management, LLC447,741$15.3M6.77%+23,29413F-HRTimeline
Walkner Condon Financial Advisors LLC444,856$15.2M3.08%+21,36413F-HRTimeline
Valmark Advisers, Inc.430,983$14.7M0.23%+14,94013F-HRTimeline
Tennessee Valley Asset Management Partn…423,365$14.4M2.42%+66,87613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA417,933$14.3M<0.01%-4,73013F-HRTimelineGroup
Berger Financial Group, Inc416,939$14.2M0.98%+46,60313F-HRTimeline
Procyon Advisors, LLC412,473$14.1M0.9%+65,61813F-HRTimeline
Waverly Advisors, LLC404,710$13.8M0.21%+6,06513F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC402,085$13.7M0.63%-82,25213F-HRTimeline
Plante Moran Financial Advisors, LLC396,934$13.5M1.13%-24,02813F-HRTimeline
RFG Advisory, LLC387,156$13.2M0.37%+25,62513F-HRTimeline
GM Advisory Group, LLC384,777$13.1M0.73%-19,84513F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM384,000$13.1M2.12%013F-HRTimelineGroup
JDM Financial Group LLC383,107$13.1M6.8%+48,18013F-HRTimeline
Moss Adams Wealth Advisors LLC381,865$13M1.38%-1,47813F-HRTimeline
Strategic Financial Planning, Inc.376,772$12.9M8.76%+21,33113F-HRTimeline
WRAPMANAGER INC370,880$12.7M3.24%+32,24413F-HRTimeline
ABOUND FINANCIAL, LLC370,015$12.6M6.4%13F-HRTimeline
Certified Advisory Corp368,137$12.6M1.36%+3,01513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC366,203$12.5M0.57%-16,32613F-HRTimelineGroup
Mason & Associates, LLC362,720$12.4M3.7%+21,88713F-HRTimeline
INVENIO WEALTH PARTNERS LLC358,295$12.2M5.12%-10,88113F-HRTimeline
FIDELITY D & D BANCORP INC354,371$12.1M8.05%+55,51213F-HR/ATimeline
Snowden Capital Advisors LLC353,273$12.1M0.37%+6,71013F-HRTimeline
Wealth Advisors of Iowa, LLC350,881$12M6.04%+11,95513F-HRTimeline
Advyzon Investment Management, LLC349,134$11.9M4.6%13F-HRTimeline
Rodgers & Associates, LTD341,784$11.7M1.39%+29,41313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP340,016$11.6M0.02%-45,64713F-HRTimelineGroup
Strategic Financial Partners, Ltd.335,770$11.5M5.85%+15,67713F-HRTimeline
Gradient Capital Advisors, LLC334,459$11.4M3.68%+18,41613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC327,816$11.2M0.59%+120,50913F-HRTimeline
Hobbs Group Advisors, LLC324,680$11.1M4.17%+67,27613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC317,871$10.8M6.1%+2,94413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP302,375$10.8M1.65%-29,58813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding313,705$10.7M-651,617Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding311,833$10.6M+85,359Timeline
Probity Advisors, Inc.307,861$10.5M2.02%+20,14513F-HRTimeline
Orion Porfolio Solutions, LLC303,216$10.3M0.1%-11,36713F-HRTimeline
Orion Portfolio Solutions, LLC303,216$10.3M0.1%-11,36713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC303,171$10.3M1.32%+5,53113F-HRTimeline
Values Added Financial LLC296,928$10.1M5.86%-5,33413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management294,930$10.1M0.15%+1,28113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP291,535$9.95M0.02%+9,67313F-HRTimelineGroup
Boltwood Capital Management288,560$9.85M3%+3,85013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …283,240$9.67M0.79%+1,86713F-HR/ATimeline
O'Connor Financial Group LLC279,375$9.54M4.98%+10,22813F-HRTimeline
DORVAL Corp279,011$9.52M3.79%+12,66613F-HRTimeline
Gibbs Wealth Management278,542$9.51M2.58%+73,96013F-HRTimeline
Municipal Employees' Retirement System …276,169$9.43M0.13%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…275,924$9.42M1.49%-681,49313F-HRTimelineGroup
Cascade Financial Partners, LLC275,546$9.4M1.23%+22,33113F-HRTimeline
Portside Wealth Group, LLC266,832$9.11M1.51%+25,95813F-HR/ATimeline
Ironwood Wealth Management, LLC.266,829$9.11M2.83%-60413F-HRTimeline
TPG Financial Advisors, LLC263,905$9.01M3.92%+23,33713F-HRTimeline
SCOTIA CAPITAL INC.262,566$8.96M0.05%+13,49313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.259,540$8.86M7%-41113F-HRTimeline
Obsidian Personal Planning Solutions LLC244,235$8.7M4.2%+17,18213F-HRTimeline
Sensible Financial Planning & Managemen…253,816$8.66M1.8%+11,88813F-HRTimeline
Leslie Global Wealth, LLC253,573$8.65M4.02%+1,19613F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.249,032$8.5M4.14%+66,19313F-HRTimeline
Marathon Strategic Advisors, LLC248,560$8.48M9.18%+23,30013F-HRTimeline
COMERICA BANK246,583$8.42M0.03%+70,36713F-HR/ATimeline
Kagan Cocozza Asset Management246,430$8.41M6.98%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC243,150$8.3M<0.01%+196,81213F-HRTimelineGroup
NSI Retail Advisors, LLC239,200$8.16M1.3%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC230,537$7.87M0.23%-10,60013F-HRTimeline
Atria Wealth Solutions, Inc.230,244$7.86M0.09%+52,60113F-HRTimeline
BayBridge Capital Group, LLC229,763$7.84M5.69%-1,75413F-HRTimeline
New England Capital Financial Advisors …228,694$7.81M3.81%+12,21413F-HRTimeline
Roble, Belko & Company, Inc228,581$7.8M1.24%+1,78413F-HRTimeline
Cornerstone Wealth Management, LLC228,443$7.8M0.53%+28,12213F-HRTimeline
Fairfield University226,927$7.75M4.14%-151,18213F-HRTimeline
Rosenberg Matthew Hamilton225,826$7.71M2%+9,98713F-HRTimeline
ARQ WEALTH ADVISORS, LLC225,631$7.7M2.93%-224,28213F-HRTimeline
Dakota Wealth Management224,328$7.66M0.18%+20,00913F-HRTimeline
Brown Financial Advisors224,025$7.65M3.07%+9,11113F-HRTimeline
Tortoise Investment Management, LLC220,812$7.54M0.8%+23,34013F-HR/ATimeline
Venturi Wealth Management, LLC220,215$7.52M0.37%-1,40913F-HRTimeline