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Disclosery

SPDW SPDR INDEX SHS FDS

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982 managers (994 13F filers) reported a position in SPDW shares at 2025-03-31, 514,697,996 shares in all. 76 filers opened a position and 51 filers sold out during the quarter.

Managers
982
13F filers
994
New
76
Added
377
Reduced
363
Sold out
51
Shares held by filers
514,697,996

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Creative Planningin group Creative Planning86,619,802$3.15B2.97%+17,911,75413F-HRTimelineGroup
Financial Engines Advisors L.L.C.65,209,436$2.37B5.09%-1,534,51013F-HRTimeline
Allworth Financial LP31,646,663$1.18B6.68%-65,46013F-HRTimeline
LPL Financial LLC30,733,565$1.12B0.44%+2,701,49313F-HRTimeline
CWM, LLCin group CWM, LLC12,968,374$472M1.88%+425,89813F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA12,850,044$468M1.46%-464,68513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP11,504,374$419M0.02%+3,687,93513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,954,177$399M+2,063,859Timeline
MORGAN STANLEYin group MORGAN STANLEY9,716,129$354M0.03%+1,572,76413F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,282,203$265M0.06%+2,23413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,428,708$234M0.33%+5,132,31913F-HRTimeline
Horizon Investments, LLC6,250,807$228M6.78%-632,65313F-HRTimeline
Betterment LLC6,191,508$225M0.53%-10,13413F-HRTimeline
TOWNSQUARE CAPITAL LLC6,158,497$224M2.39%+326,24613F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co5,157,000$202M5.38%-16,826,00013F-HRTimelineGroup
Stadion Money Management, LLC5,421,407$197M19.67%-519,28913F-HRTimeline
Mariner, LLCin group Mariner, LLC4,495,888$164M0.27%-646,71113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,423,677$161M0.01%-796,40813F-HRTimelineGroup
Advisory Alpha, LLC4,211,961$153M5.21%-193,16613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,008,572$146M0.33%-948,80113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,488,793$127M0.03%+12,26713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,449,776$126M0.02%-495,04213F-HRTimelineGroup
Strategies Wealth Advisors, LLC3,307,179$120M14.71%+144,52813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,019,547$110M0.48%+156,52613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,842,573$103M0.08%+703,38713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,822,355$103M0.28%+741,32313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,807,023$102M0.04%-29,13213F-HRTimelineGroup
Clearstead Advisors, LLC2,690,524$98M1.52%+76,70313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,522,749$91.9M0.12%-161,71513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,357,550$85.8M0.16%+21,77413F-HRTimeline
GeoWealth Management, LLC2,337,897$85.1M3.42%-91,12713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,329,262$84.8M0.81%-401,01013F-HRTimelineGroup
Private Advisor Group, LLC2,228,694$81.1M0.49%-115,47013F-HRTimeline
McNamara Financial Services, Inc.2,200,799$80.1M17.24%+122,24613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,105,458$76.7M1.55%-1,523,10613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC2,084,944$75.9M0.64%-147,42813F-HR/ATimelineGroup
Advocacy Wealth Management, LLC2,078,345$75.7M5.15%-516,69913F-HRTimeline
JNBA Financial Advisors2,053,058$74.8M7.75%-123,70113F-HRTimeline
Cetera Investment Advisers1,919,169$69.9M0.14%+89,55513F-HRTimeline
HighTower Advisors, LLC1,891,175$68.9M0.09%+657,77813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,873,561$68.2M0.84%+219,36313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC1,748,444$63.7M1.74%+195,04013F-HRTimeline
Capital Asset Advisory Services LLC1,658,409$60.8M3.1%+179,08913F-HRTimeline
MML INVESTORS SERVICES, LLC1,645,090$59.9M0.2%+219,88913F-HRTimeline
AlphaStar Capital Management, LLC1,591,609$58M5.83%-75,22013F-HRTimeline
Schneider Downs Wealth Management Advis…1,576,264$57.4M10.4%+109,10213F-HRTimeline
Facet Wealth, Inc.1,436,880$55.3M1.43%+639,72513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,479,245$53.9M<0.01%-64,47713F-HRTimelineGroup
Peterson Wealth Advisors, LLC1,565,058$51.4M9.93%-11,80013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,391,424$50.7M0.13%+32,68713F-HRTimelineGroup
Geneos Wealth Management Inc.1,375,060$50.1M0.73%+779,60113F-HRTimeline
TRUEFG, LLC1,355,472$49.4M16.24%-33,00313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,272,444$46.3M0.01%-146,63313F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,256,762$45.8M0.15%+27,30113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,194,781$43.9M+992,340Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,172,556$42.7M0.08%new13F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,125,221$41M+211,763Timeline
Clearwater Capital Advisors, LLC1,120,737$40.8M3.94%+5,72713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,104,134$40.2M-11,341Timeline
Callan Capital, LLC1,085,621$39.5M2.92%+41,66513F-HRTimeline
KWB Wealth1,096,005$37.4M4.51%-57,78513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,022,301$37.2M0.98%+205,49413F-HRTimelineGroup
Global Strategic Investment Solutions, …1,016,715$37M4.28%-4,16013F-HRTimeline
Atlas Private Wealth Advisors995,977$36.3M5.05%+141,65013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding944,845$35.8M+168,235Timeline
US BANCORP \DE\in group US BANCORP \DE\979,572$35.7M0.05%+23,39813F-HRTimelineGroup
CGN Advisors LLC969,997$35.3M3.46%+369,79813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding952,872$34.7M+676,948Timeline
Bristlecone Advisors, LLC923,929$33.6M2.75%+6,81913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC918,310$33.4M9.39%+7,17813F-HRTimeline
Boston Standard Wealth Management, LLC941,380$33M7.26%-56,76413F-HRTimeline
Brio Consultants, LLC899,444$32.7M5.14%+139,24213F-HR/ATimeline
Goldstein Advisors, LLC895,038$32.6M4.76%-310,46413F-HRTimeline
Integrated Wealth Concepts LLC876,638$31.9M0.37%-98,46713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.872,301$31.8M1.91%-29,99613F-HRTimelineGroup
Ballentine Partners, LLC871,165$31.7M0.55%-68,95513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN852,487$31M0.01%+40,64413F-HRTimelineGroup
MAI Capital Management850,485$31M0.23%-44,90413F-HRTimeline
Lifeworks Advisors, LLC817,424$29.8M4.95%+106,78613F-HRTimeline
Goodman Financial Corp815,235$29.7M6.4%+9,13613F-HRTimeline
Dakota Wealth Management805,763$29.3M0.69%+581,43513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC787,349$28.7M11.59%+8,59513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …771,935$28.2M1.84%+4,96813F-HRTimelineGroup
ProVise Management Group, LLC767,617$27.9M2.37%+29,27213F-HRTimeline
N.E.W. Advisory Services LLC765,959$27.9M2.13%+103,61913F-HRTimeline
Garrett Wealth Advisory Group, LLC754,231$27.5M6.14%+47,49813F-HRTimeline
ERn Financial, LLC709,841$25.8M4.08%+28,72813F-HRTimeline
Rinkey Investments707,086$25.7M8.16%-41,73013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC704,037$25.6M15.14%+10,44213F-HRTimeline
Fairfield University701,558$25.5M13.1%+474,63113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding696,928$25.4M+148,148Timeline
LANDMARK WEALTH MANAGEMENT, INC.694,304$25.3M12.06%+445,27213F-HRTimeline
Walkner Condon Financial Advisors LLC684,305$24.9M5.04%+239,44913F-HRTimeline
Aptus Capital Advisors, LLC679,267$24.7M0.28%+71,65613F-HRTimeline
Flagstone Financial Management677,252$24.7M7.94%+14,44913F-HRTimeline
NewEdge Advisors, LLC674,357$24.6M0.15%+112,08313F-HRTimeline
Compton Financial Group, LLC668,983$24.4M7.01%new13F-HRTimeline
Auour Investments LLC643,124$24.3M8.82%-118,22313F-HRTimeline
IFP Advisors, Inc668,624$24.3M0.75%-153,56513F-HRTimeline
BRIGHTON SECURITIES CORP.631,730$23M11.21%+38,40413F-HRTimeline
Good Life Advisors, LLC600,881$21.9M1.54%+10,72913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC600,157$21.9M0.04%-70,08313F-HRTimelineGroup
Pure Financial Advisors, LLC597,716$21.8M0.46%-26,72213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC576,824$21M5.39%-1,07413F-HR/ATimeline
Second Line Capital, LLC566,088$20.6M5.31%+21,13813F-HRTimeline
PROFFITT & GOODSON INC565,630$20.6M3.39%-7,44213F-HRTimeline
First Heartland Consultants, Inc.559,202$20.4M2.1%+4,61913F-HRTimeline
SigFig Wealth Management, LLC571,599$20M0.72%+29,00713F-HRTimeline
Treasure Coast Financial Planning544,918$19.8M12.3%+37,18813F-HRTimeline
Iron Horse Wealth Management, LLC538,577$19.6M6.29%+36,36613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments527,036$19.2M1.4%new13F-HRTimelineGroup
Graypoint LLC525,879$19.1M1.19%+8,33113F-HRTimeline
Headland Capital, LLC515,401$18.8M6.24%+24,01813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP506,505$18.4M0.02%-1,950,73313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP502,818$18.3M0.03%+162,80213F-HRTimelineGroup
Austin Private Wealth, LLC502,815$18.3M1.64%+409,14813F-HRTimeline
Leicht Financial Planning & Wealth Mana…494,272$18M9.41%+14,31913F-HRTimeline
CSM Advisors, LLC481,850$17.5M0.96%013F-HRTimeline
Strategic Financial Partners, Ltd.480,978$17.5M9.22%+145,20813F-HRTimeline
JT Stratford LLC475,859$17.3M3.06%-196,70813F-HRTimeline
Fiduciary Alliance LLC466,639$17M1.67%-1,91513F-HRTimeline
Ausdal Financial Partners, Inc.459,465$16.7M1.26%+60313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC450,862$16.4M<0.01%+207,71213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA449,604$16.4M<0.01%+31,67113F-HR/ATimelineGroup
Procyon Advisors, LLC440,362$16M0.98%+27,88913F-HRTimeline
Valmark Advisers, Inc.425,804$15.5M0.23%-5,17913F-HRTimeline
Waverly Advisors, LLC424,730$15.5M0.19%+20,02013F-HRTimeline
RFG Advisory, LLC417,649$15.2M0.41%+30,49313F-HRTimeline
Snowden Capital Advisors LLC416,672$15.2M0.49%+63,39913F-HRTimeline
Tennessee Valley Asset Management Partn…412,535$15M2.45%-10,83013F-HRTimeline
JDM Financial Group LLC405,031$14.7M7.48%+21,92413F-HRTimeline
Atria Investments, Inc404,249$14.7M0.19%-113,36613F-HRTimeline
Mason & Associates, LLC398,781$14.5M4.18%+36,06113F-HRTimeline
IHT Wealth Management, LLC396,929$14.5M0.45%-261,83213F-HRTimeline
WRAPMANAGER INC391,123$14.2M3.74%+20,24313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM384,000$14M2.03%013F-HRTimelineGroup
Aspire Private Capital, LLC383,584$14M3.47%+182,71013F-HRTimeline
GM Advisory Group, LLC382,319$13.9M0.75%-2,45813F-HRTimeline
SCS Capital Management LLC382,221$13.9M0.18%new13F-HR/ATimeline
IAG Wealth Partners, LLC379,710$13.8M2.15%-823,66513F-HRTimeline
Moss Adams Wealth Advisors LLC379,185$13.8M1.45%-2,68013F-HRTimeline
FIDELITY D & D BANCORP INC378,374$13.8M9.07%+24,00313F-HRTimeline
Strategic Financial Planning, Inc.376,383$13.7M9.45%-38913F-HRTimeline
ABOUND FINANCIAL, LLC371,749$13.5M6.85%+1,73413F-HRTimeline
Arax Advisory Partners367,934$13.4M0.86%-133,90713F-HRTimeline
Rodgers & Associates, LTD363,572$13.2M1.61%+21,78813F-HRTimeline
Sanctuary Advisors, LLC363,000$13.2M0.09%-122,78513F-HRTimeline
VestGen Advisors, LLC354,770$12.9M0.59%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC354,618$12.9M0.61%-11,58513F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC353,372$12.9M5.4%-4,92313F-HRTimeline
Gradient Capital Advisors, LLC347,539$12.7M4.13%+13,08013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding343,004$12.5M+31,171Timeline
Certified Advisory Corp342,168$12.5M1.41%-25,96913F-HRTimeline
Plante Moran Financial Advisors, LLC337,496$12.3M1.06%-59,43813F-HRTimeline
Advyzon Investment Management, LLC334,252$12.2M4.3%-14,88213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP327,614$11.9M1.92%+25,23913F-HRTimeline
Orion Porfolio Solutions, LLC318,848$11.6M0.11%+15,63213F-HRTimeline
Orion Portfolio Solutions, LLC318,848$11.6M0.11%+15,63213F-HR/ATimeline
Values Added Financial LLC316,692$11.5M6.39%+19,76413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC315,029$11.5M0.6%-12,78713F-HRTimeline
Gibbs Wealth Management314,306$11.4M2.76%+35,76413F-HRTimeline
Probity Advisors, Inc.307,793$11.2M2.15%-6813F-HRTimeline
Valtinson Bruner Financial Planning LLC305,334$11.1M3.76%+88,97713F-HRTimeline
Henderson Brothers Financial Partners, …249,561$11.1M5.55%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …299,631$10.9M0.86%+16,39113F-HRTimeline
Hobbs Group Advisors, LLC298,276$10.9M4.13%-26,40413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC296,369$10.8M3.62%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding293,302$10.7M-20,403Timeline
O'Connor Financial Group LLC291,039$10.6M5.51%+11,66413F-HRTimeline
Merit Financial Group, LLC290,626$10.6M0.16%-230,17113F-HRTimeline
HARBOUR INVESTMENTS, INC.289,071$10.5M0.3%+77,11013F-HRTimeline
SPC Financial, Inc.286,250$10.4M0.92%new13F-HRTimeline
Farther Finance Advisors, LLC284,413$10.4M0.27%+191,52913F-HRTimeline
Portside Wealth Group, LLC284,960$10.4M1.69%+18,12813F-HR/ATimeline
DORVAL Corp283,601$10.3M4.16%+4,59013F-HRTimeline
Boltwood Capital Management281,730$10.3M3.12%-6,83013F-HRTimeline
Cascade Financial Partners, LLC280,887$10.2M1.29%+5,34113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP279,009$10.2M0.02%-12,52613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management278,048$10.1M0.15%-16,88213F-HRTimelineGroup
Municipal Employees' Retirement System …276,169$10.1M0.13%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC275,994$10M5.6%-41,87713F-HR/ATimeline
Obsidian Personal Planning Solutions LLC262,220$9.93M4.43%+17,98513F-HRTimeline
GREAT LAKES ADVISORS, LLC272,220$9.91M0.09%-269,44113F-HRTimeline
Kagan Cocozza Asset Management268,254$9.77M7.98%+21,82413F-HRTimeline
SCOTIA CAPITAL INC.265,878$9.68M0.05%+3,31213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC259,602$9.45M1.28%-43,56913F-HRTimeline
Ironwood Wealth Management, LLC.258,170$9.4M2.89%-8,65913F-HRTimeline
Marathon Strategic Advisors, LLC252,227$9.18M9.87%+3,66713F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.250,529$9.12M7.26%-9,01113F-HRTimeline
COMERICA BANK250,129$9.11M0.04%+3,54613F-HRTimeline
Astoria Portfolio Advisors LLC.245,658$9.08M3.09%+47,74213F-HRTimeline
TPG Financial Advisors, LLC248,776$9.06M4%-15,12913F-HRTimeline
Leslie Global Wealth, LLC247,051$9M4.38%-6,52213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…247,428$8.86M0.02%-681,76313F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC237,396$8.64M0.59%+8,95313F-HRTimeline
Collier Financial236,817$8.62M7.33%+194,73213F-HRTimeline
Tortoise Investment Management, LLC233,728$8.51M0.89%+12,91613F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…232,723$8.47M0.18%+25,01813F-HRTimelineGroup
Rosenberg Matthew Hamilton232,670$8.47M2.12%+6,84413F-HRTimeline
Brown Financial Advisory231,973$8.45M5.33%+12,51313F-HRTimeline