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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,039 managers (1,051 13F filers) reported a position in SPDW shares at 2025-06-30, 536,707,075 shares in all. 92 filers opened a position and 42 filers sold out during the quarter.

Managers
1,039
13F filers
1,051
New
92
Added
440
Reduced
364
Sold out
42
Shares held by filers
536,707,075

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Planning99,636,348$4.03B3.45%+13,016,54613F-HRTimelineGroup
Financial Engines Advisors L.L.C.59,746,614$2.42B4.83%-5,462,82213F-HRTimeline
Allworth Financial LP31,953,401$1.29B6.21%+306,73813F-HRTimeline
LPL Financial LLC30,006,248$1.21B0.41%-727,31713F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co17,576,000$712M15.87%+12,419,00013F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,181,618$574M2.03%+1,213,24413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,580,167$550M1.43%+730,12313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,887,478$360M0.02%-828,65113F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,391,174$340M0.07%+1,108,97113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,384,881$340M-2,569,296Timeline
Betterment LLC7,726,859$313M0.67%+1,535,35113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,077,404$246M0.33%-351,30413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,612,518$227M0.02%+1,188,84113F-HRTimelineGroup
Horizon Investments, LLC5,024,596$203M3.22%-1,226,21113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,985,322$200M0.36%+976,75013F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP4,668,698$189M0.01%-6,835,67613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,418,246$179M0.26%-77,64213F-HRTimelineGroup
Stadion Money Management, LLC4,136,950$168M13.75%-1,284,45713F-HRTimeline
Advisory Alpha, LLC4,112,120$166M5.18%-99,84113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,983,830$161M0.16%+3,477,32513F-HRTimelineGroup
Strategies Wealth Advisors, LLC3,339,020$135M14.77%+31,84113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,145,883$127M0.04%+338,86013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,141,781$127M0.02%-307,99513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,062,999$124M1.58%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,989,580$121M0.48%-29,96713F-HRTimelineGroup
Clearstead Advisors, LLC2,801,092$113M1.59%+110,56813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,794,885$113M0.03%-693,90813F-HRTimelineGroup
HighTower Advisors, LLC2,630,385$107M0.13%+739,21013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,382,482$96.5M0.07%-460,09113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,372,040$96M0.11%-150,70913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,292,932$92.8M0.77%-36,33013F-HRTimelineGroup
GeoWealth Management, LLC2,271,295$92M3.59%-66,60213F-HRTimeline
McNamara Financial Services, Inc.2,177,842$88.2M17.48%-22,95713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,112,631$85.5M1.56%+7,17313F-HRTimelineGroup
Private Advisor Group, LLC2,087,321$84.5M0.46%-141,37313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,035,386$82.4M0.59%-49,55813F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,025,569$82.3M0.14%-331,98113F-HRTimeline
Advocacy Wealth Management, LLC2,021,931$81.9M5.02%-56,41413F-HRTimeline
JNBA Financial Advisors1,995,889$80.8M7.77%-57,16913F-HRTimeline
Cetera Investment Advisers1,875,425$75.9M0.13%-43,74413F-HRTimeline
MML INVESTORS SERVICES, LLC1,848,872$74.9M0.22%+203,78213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,839,004$74.5M1.79%+90,56013F-HRTimeline
Capital Asset Advisory Services LLC1,813,687$73.3M3.43%+155,27813F-HRTimeline
Schneider Downs Wealth Management Advis…1,678,854$68M10.16%+102,59013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,619,016$65.6M<0.01%+139,77113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,610,586$65.2M0.01%+1,160,98213F-HR/ATimelineGroup
Peterson Wealth Advisors, LLC1,595,482$64.6M10.66%+30,42413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,580,442$64M0.01%+727,95513F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,565,077$63.4M3.33%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,562,638$63.3M0.15%-1,259,71713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,558,485$63.1M0.58%-315,07613F-HRTimelineGroup
AlphaStar Capital Management, LLC1,554,455$62.9M4.42%-37,15413F-HRTimeline
SPC Financial, Inc.1,511,472$61.2M5.13%+1,225,22213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,452,118$58.8M+347,984Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,395,890$56.8M0.12%+4,46613F-HR/ATimelineGroup
Facet Wealth, Inc.1,390,541$55.5M1.26%-46,33913F-HRTimeline
TRUEFG, LLC1,369,787$55.5M16.48%+14,31513F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,366,322$55.3M+171,541Timeline
EXCHANGE TRADED CONCEPTS, LLC1,348,914$54.6M0.7%new13F-HRTimeline
Cambridge Investment Research Advisors,…1,340,880$54.3M0.17%+84,11813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC1,276,782$51.7M0.73%new13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,225,802$49.6M+100,581Timeline
Clearwater Capital Advisors, LLC1,109,294$44.9M4.1%-11,44313F-HRTimeline
Dakota Wealth Management1,106,640$44.8M0.94%+300,87713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding1,095,185$44.3M+142,313Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,063,488$44.2M+118,643Timeline
Goldstein Advisors, LLC1,051,949$42.6M5.72%+156,91113F-HRTimeline
AlphaCore Capital LLC1,026,614$41.6M1.58%+1,022,15313F-HRTimeline
Integrated Wealth Concepts LLC1,015,227$41.1M0.41%+138,58913F-HRTimeline
CGN Advisors LLC1,008,209$40.8M3.65%+38,21213F-HRTimeline
Boston Standard Wealth Management, LLC1,006,361$40.7M7.34%+64,98113F-HRTimeline
Global Strategic Investment Solutions, …1,000,430$40.5M4.33%-16,28513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\970,305$39.3M0.05%-9,26713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…963,759$39M0.09%+716,33113F-HR/ATimelineGroup
Bristlecone Advisors, LLC953,060$38.6M3.24%+29,13113F-HRTimeline
KWB Wealth1,053,989$38.4M4.66%-42,01613F-HRTimeline
Atlas Private Wealth Advisors932,870$37.8M4.86%-63,10713F-HRTimeline
Brio Consultants, LLC923,950$37.4M5.47%+24,50613F-HRTimeline
RESTON WEALTH MANAGEMENT LLC907,233$36.7M12.87%+119,88413F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC906,904$36.7M8.88%-11,40613F-HRTimeline
Lifeworks Advisors, LLC901,955$36.5M5.45%+84,53113F-HRTimeline
Ballentine Partners, LLC885,540$35.9M0.54%+14,37513F-HRTimeline
Global Retirement Partners, LLC871,639$35.3M0.87%13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co863,857$35M0.01%-408,58713F-HRTimelineGroup
Goodman Financial Corp822,837$33.3M6.7%+7,60213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.821,016$33.2M1.72%-51,28513F-HRTimelineGroup
MAI Capital Management805,968$32.6M0.23%-44,51713F-HRTimeline
IFP Advisors, Inc783,624$31.7M0.9%+115,00013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …782,790$31.7M2.26%+10,85513F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC770,930$31.2M6.6%+16,69913F-HRTimeline
ProVise Management Group, LLC769,580$31.2M2.46%+1,96313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding768,419$31.1M+71,491Timeline
Rinkey Investments738,744$29.9M8.99%+31,65813F-HRTimeline
Walkner Condon Financial Advisors LLC733,191$29.7M5.46%+48,88613F-HRTimeline
Aptus Capital Advisors, LLC732,670$29.7M0.29%+53,40313F-HRTimeline
Geneos Wealth Management Inc.723,650$29.3M0.72%-651,41013F-HRTimeline
Strategic Financial Concepts, LLC708,918$28.7M4.04%+590,56113F-HRTimeline
Compton Financial Group, LLC703,776$28.5M7.41%+34,79313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC682,694$28.4M0.05%+82,53713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…690,437$28M0.64%-331,86413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP686,303$27.8M0.04%+407,29413F-HRTimelineGroup
ERn Financial, LLC667,882$27M5.71%-41,95913F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC661,727$26.8M14.83%-42,31013F-HRTimeline
Flagstone Financial Management658,015$26.6M7.64%-19,23713F-HRTimeline
Good Life Advisors, LLC647,189$26.2M1.64%+46,30813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments635,596$25.7M1.52%+108,56013F-HRTimelineGroup
Graypoint LLC626,791$25.4M1.43%+100,91213F-HRTimeline
Auour Investments LLC620,192$25.1M8.63%-22,93213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC608,406$24.6M5.43%+31,58213F-HRTimeline
SigFig Wealth Management, LLC607,058$24.5M0.81%+35,45913F-HRTimeline
Pure Financial Advisors, LLC598,244$24.2M0.43%+52813F-HRTimeline
Second Line Capital, LLC580,049$23.5M5.46%+13,96113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.566,317$22.9M9.82%-127,98713F-HRTimeline
Treasure Coast Financial Planning557,857$22.6M13.16%+12,93913F-HRTimeline
Arax Advisory Partners557,518$22.6M1.04%+189,58413F-HRTimeline
First Heartland Consultants, Inc.549,128$22.2M1.98%-10,07413F-HRTimeline
Iron Horse Wealth Management, LLC546,648$22.1M6.53%+8,07113F-HRTimeline
PROFFITT & GOODSON INC545,176$22.1M3.36%-20,45413F-HRTimeline
Headland Capital, LLC544,588$22.1M6.66%+29,18713F-HR/ATimeline
JT Stratford LLC537,552$21.8M3.29%+61,69313F-HRTimeline
BRIGHTON SECURITIES CORP.530,993$21.5M11.75%-100,73713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC518,729$21M<0.01%+67,86713F-HRTimelineGroup
Procyon Advisors, LLC507,962$20.6M1.95%+67,60013F-HRTimeline
Ausdal Financial Partners, Inc.501,753$20.3M1.36%+42,28813F-HRTimeline
N.E.W. Advisory Services LLC494,549$20M1.94%-271,41013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP491,067$19.9M0.03%-11,75113F-HR/ATimelineGroup
Austin Private Wealth, LLC489,841$19.8M1.57%-12,97413F-HRTimeline
NewEdge Advisors, LLC478,412$19.4M0.1%-195,94513F-HRTimeline
Fiduciary Alliance LLC473,195$19.2M1.43%+6,55613F-HRTimeline
Atria Investments, Inc470,480$19M0.22%+66,23113F-HRTimeline
Leicht Financial Planning & Wealth Mana…464,450$18.8M8.93%-29,82213F-HRTimeline
Valmark Advisers, Inc.436,079$17.7M0.25%+10,27513F-HRTimeline
Tennessee Valley Asset Management Partn…429,080$17.4M4.41%+16,54513F-HRTimeline
Waverly Advisors, LLC428,420$17.3M0.19%+3,69013F-HRTimeline
WRAPMANAGER INC427,208$17.3M4.21%+36,08513F-HRTimeline
Hobbs Group Advisors, LLC424,742$17.2M5.88%+126,46613F-HRTimeline
JDM Financial Group LLC422,738$17.1M8.08%+17,70713F-HRTimeline
Snowden Capital Advisors LLC417,799$16.9M0.5%+1,12713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC409,156$16.6M0.71%+54,53813F-HRTimelineGroup
Astoria Portfolio Advisors LLC.397,532$16.4M4.61%+151,87413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC404,032$16.4M5.07%+107,66313F-HRTimeline
Mason & Associates, LLC402,429$16.3M4.09%+3,64813F-HRTimeline
IHT Wealth Management, LLC402,017$16.3M0.45%+5,08813F-HRTimeline
Gibbs Wealth Management392,423$15.9M3.06%+78,11713F-HRTimeline
SCS Capital Management LLC385,084$15.6M0.17%+2,86313F-HRTimeline
Moss Adams Wealth Advisors LLC383,847$15.5M1.41%+4,66213F-HRTimeline
FIDELITY D & D BANCORP INC382,438$15.5M9.49%+4,06413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding380,172$15.4M+37,168Timeline
Strategic Financial Planning, Inc.378,855$15.3M9.55%+2,47213F-HRTimeline
GM Advisory Group, LLC377,711$15.3M0.76%-4,60813F-HRTimeline
ABOUND FINANCIAL, LLC376,439$15.2M6.71%+4,69013F-HRTimeline
Values Added Financial LLC372,603$15.1M7.31%+55,91113F-HRTimeline
RFG Advisory, LLC369,949$15M0.35%-47,70013F-HRTimeline
Rodgers & Associates, LTD363,227$14.7M1.62%-34513F-HRTimeline
IAG Wealth Partners, LLC362,546$14.7M1.94%-17,16413F-HRTimeline
Simplicity Wealth,LLC355,921$14.4M0.6%+239,62013F-HRTimeline
INVENIO WEALTH PARTNERS LLC346,687$14M5.58%-6,68513F-HRTimeline
Plante Moran Financial Advisors, LLC346,673$14M0.99%+9,17713F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM384,000$14M1.91%013F-HRTimelineGroup
Sanctuary Advisors, LLC344,942$14M0.09%-18,05813F-HRTimeline
Farther Finance Advisors, LLC344,618$14M0.28%+60,20513F-HRTimeline
COMERICA BANK341,626$13.8M0.05%+91,49713F-HRTimeline
VestGen Advisors, LLC339,672$13.7M0.55%-15,09813F-HRTimeline
Gradient Capital Advisors, LLC336,622$13.6M4.03%-10,91713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …332,135$13.4M0.88%+32,50413F-HR/ATimeline
Certified Advisory Corp331,523$13.4M1.4%-10,64513F-HRTimeline
Orion Porfolio Solutions, LLC328,737$13.3M0.11%+9,88913F-HR/ATimeline
Strategic Financial Partners, Ltd.325,401$13.2M6.12%-155,57713F-HRTimeline
Advyzon Investment Management, LLC323,305$13.1M2.9%-10,94713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP323,195$13.1M1.96%-4,41913F-HRTimeline
Aquire Wealth Advisors, LLC315,800$12.8M3.44%+150,34413F-HRTimeline
Probity Advisors, Inc.313,038$12.7M2.23%+5,24513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding297,679$12.1M+4,377Timeline
Portside Wealth Group, LLC297,392$12M1.78%+12,43213F-HRTimeline
SCOTIA CAPITAL INC.297,199$12M0.06%+31,32113F-HRTimeline
Vestmark Advisory Solutions, Inc.292,666$11.9M0.17%new13F-HRTimeline
DORVAL Corp291,732$11.8M4.23%+8,13113F-HRTimeline
Merit Financial Group, LLC290,351$11.8M0.13%-27513F-HRTimeline
Cascade Financial Partners, LLC290,232$11.8M1.41%+9,34513F-HRTimeline
O'Connor Financial Group LLC288,492$11.7M5.17%-2,54713F-HRTimeline
Partners in Financial Planning286,814$11.6M2.14%+72,87313F-HRTimeline
TOWNSQUARE CAPITAL LLC285,417$11.6M1.13%-5,873,08013F-HRTimeline
Boltwood Capital Management278,425$11.3M3.2%-3,30513F-HRTimeline
Municipal Employees' Retirement System …276,169$11.2M0.13%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management275,080$11.1M0.15%-2,96813F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC269,316$10.9M4.41%+7,09613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC268,733$10.9M5.77%-7,26113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC261,790$10.6M0.01%+138,18613F-HRTimelineGroup
Modera Wealth Management, LLC261,358$10.6M0.13%+90,24513F-HRTimeline
SEEDS INVESTOR LLC259,468$10.5M2.47%+107,65713F-HRTimeline
Kagan Cocozza Asset Management259,147$10.5M8.04%-9,10713F-HRTimeline
Marathon Strategic Advisors, LLC255,803$10.4M9.62%+3,57613F-HRTimeline
Cornerstone Wealth Management, LLC254,656$10.3M0.63%+17,26013F-HRTimeline
Leslie Global Wealth, LLC254,186$10.3M5.5%+7,13513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC247,426$10M1.26%-12,17613F-HRTimeline
GREAT LAKES ADVISORS, LLC247,342$10M0.08%-24,87813F-HRTimeline
Belpointe Asset Management LLC247,260$10M0.42%+19,11413F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.247,136$10M7.61%-3,39313F-HRTimeline
Rosenberg Matthew Hamilton244,609$9.9M2.3%+11,93913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…236,857$9.59M0.21%+4,13413F-HRTimelineGroup