Skip to content
Disclosery

SPDW SPDR INDEX SHS FDS

Follow

COM (fund)

1,057 managers (1,070 13F filers) reported a position in SPDW shares at 2025-09-30, 565,834,575 shares in all. 79 filers opened a position and 48 filers sold out during the quarter.

Managers
1,057
13F filers
1,070
New
79
Added
437
Reduced
356
Sold out
48
Shares held by filers
565,834,575

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Planning112,764,556$4.83B3.69%+13,128,20813F-HRTimelineGroup
Financial Engines Advisors L.L.C.58,489,520$2.5B4.78%-1,257,09413F-HRTimeline
LPL Financial LLC34,051,047$1.46B0.43%+4,044,79913F-HRTimeline
Allworth Financial LP29,699,973$1.27B5.62%-2,253,42813F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co15,230,666$652M16.83%-2,345,33413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC14,633,828$626M1.88%+452,21013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,631,083$583M1.41%+50,91613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,190,799$436M0.03%+1,303,32113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,513,535$407M+1,128,654Timeline
UBS Group AGin group UBS Group AG8,414,089$360M0.07%+22,91513F-HRTimelineGroup
Betterment LLC7,498,060$321M0.63%-228,79913F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC6,521,890$279M2.28%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,985,369$256M0.02%+372,85113F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP5,897,565$252M0.01%+1,228,86713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,722,446$245M0.32%-354,95813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,067,391$212M0.3%+82,06913F-HRTimelineGroup
Horizon Investments, LLC4,917,945$210M2.77%-106,65113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,790,071$205M0.19%+806,24113F-HRTimelineGroup
Stadion Money Management, LLC4,762,893$204M16.28%+625,94313F-HRTimeline
Mariner, LLCin group Mariner, LLC4,449,247$190M0.25%+31,00113F-HRTimelineGroup
Advisory Alpha, LLC4,325,645$187M5.21%+213,52513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,694,128$158M1.79%+631,12913F-HRTimelineGroup
HighTower Advisors, LLC3,599,030$154M0.17%+968,64513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,409,845$146M0.05%+263,96213F-HRTimelineGroup
Strategies Wealth Advisors, LLC3,374,580$144M15.02%+35,56013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,176,485$136M0.02%+34,70413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,987,222$128M0.49%-2,35813F-HRTimelineGroup
Clearstead Advisors, LLC2,950,650$126M1.84%+149,55813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,894,350$124M0.03%+99,46513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,492,972$107M0.07%+110,49013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,364,463$101M0.74%+71,53113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,295,455$98.2M0.11%-76,58513F-HRTimelineGroup
McNamara Financial Services, Inc.2,173,193$93M17.28%-4,64913F-HRTimeline
GeoWealth Management, LLC2,147,677$91.9M3.35%-123,61813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,128,703$91.1M1.52%+16,07213F-HRTimelineGroup
JNBA Financial Advisors2,096,584$89.7M8.15%+100,69513F-HRTimeline
Private Advisor Group, LLC2,087,223$89.3M0.44%-9813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,018,916$86.4M1.83%+179,91213F-HRTimeline
Cetera Investment Advisers2,006,221$85.8M0.1%+130,79613F-HRTimeline
Advocacy Wealth Management, LLC1,997,901$85.5M3.71%-24,03013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,954,751$83.6M0.51%-80,63513F-HR/ATimelineGroup
Capital Asset Advisory Services LLC1,950,581$83.5M3.6%+136,89413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,887,861$80.8M0.17%+325,22313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,855,964$80.4M0.12%-169,60513F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,871,615$80.1M0.03%new13F-HRTimeline
AlphaStar Capital Management, LLC1,814,878$77.7M6.69%+260,42313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,738,660$74.4M0.01%+128,07413F-HRTimelineGroup
Schneider Downs Wealth Management Advis…1,725,265$73.8M8.76%+46,41113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,703,214$72.9M<0.01%+84,19813F-HR/ATimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,690,921$72.4M0.69%+342,00713F-HRTimeline
MML INVESTORS SERVICES, LLC1,684,667$72.1M0.19%-164,20513F-HRTimeline
Peterson Wealth Advisors, LLC1,615,275$69.9M10.46%+19,79313F-HRTimeline
SPC Financial, Inc.1,622,671$69.4M5.42%+111,19913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,620,781$69.4M0.01%+40,33913F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,583,808$67.8M3.32%+18,73113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,554,582$66.5M0.52%-3,90313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC1,474,350$63.1M0.9%+197,56813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,419,703$60.7M0.12%+23,81313F-HRTimelineGroup
Facet Wealth, Inc.1,396,832$59.8M1.24%+6,29113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,394,810$59.7M+28,488Timeline
TRUEFG, LLC1,392,680$59.6M16.46%+22,89313F-HRTimeline
Cambridge Investment Research Advisors,…1,384,657$59.2M0.16%+43,77713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,317,946$56.4M-134,172Timeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,301,108$55.7M+75,306Timeline
VICUS CAPITAL1,268,653$54.3M4.15%+1,101,70413F-HRTimeline
Dakota Wealth Management1,234,622$52.8M1.07%+127,98213F-HR/ATimeline
Blueprint Investment Partners LLCgroup of 2 filers holding1,195,762$51.2M+100,577Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,164,400$50.8M+100,912Timeline
Clearwater Capital Advisors, LLC1,108,039$47.4M4.04%-1,25513F-HRTimeline
Integrated Wealth Concepts LLC1,086,681$46.5M0.42%+71,45413F-HRTimeline
CGN Advisors LLC1,065,837$45.6M3.75%+57,62813F-HRTimeline
Global Strategic Investment Solutions, …1,051,234$45M4.49%+50,80413F-HRTimeline
Lifeworks Advisors, LLC1,035,283$44.3M5.94%+133,32813F-HRTimeline
AlphaCore Capital LLC996,965$42.7M1.44%-29,64913F-HRTimeline
Boston Standard Wealth Management, LLC980,548$42M7.06%-25,81313F-HRTimeline
Bristlecone Advisors, LLC976,872$41.8M3.49%+23,81213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\966,228$41.3M0.05%-4,07713F-HRTimelineGroup
Brio Consultants, LLC938,938$40.2M5.53%+14,98813F-HRTimeline
Global Retirement Partners, LLC932,615$39.9M0.89%+60,97613F-HRTimeline
KWB Wealth957,966$38.8M4.29%-96,02313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC904,576$38.7M12.5%-2,65713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC892,195$38.2M8.76%-14,70913F-HRTimeline
Ballentine Partners, LLC886,966$38M0.53%+1,42613F-HRTimeline
Walkner Condon Financial Advisors LLC854,365$36.6M5.79%+121,17413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co821,705$35.2M0.01%-42,15213F-HRTimelineGroup
MAI Capital Management813,301$34.8M0.22%+7,33313F-HRTimeline
IFP Advisors, Inc806,797$34.5M0.9%+23,17313F-HR/ATimeline
Goodman Financial Corp806,539$34.5M6.72%-16,29813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.801,462$34.3M1.59%-19,55413F-HRTimelineGroup
Garrett Wealth Advisory Group, LLC792,166$33.9M6.61%+21,23613F-HRTimeline
ProVise Management Group, LLC783,409$33.5M2.47%+13,82913F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC761,501$32.6M5.51%+153,09513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments741,627$31.7M1.85%+106,03113F-HRTimelineGroup
Rinkey Investments724,901$31M8.23%-13,84313F-HRTimeline
Geneos Wealth Management Inc.723,416$31M0.79%-23413F-HRTimeline
Strategic Financial Concepts, LLC723,132$30.9M4.5%+14,21413F-HRTimeline
Compton Financial Group, LLC723,054$30.9M7.45%+19,27813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…706,610$30.2M0.65%+16,17313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP687,855$29.4M0.04%+1,55213F-HRTimelineGroup
ERn Financial, LLC678,050$29M5.73%+10,16813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.672,488$28.8M11.24%+106,17113F-HRTimeline
Flagstone Financial Management663,535$28.4M7.49%+5,52013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC661,477$28.3M14.3%-25013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP659,046$28.2M0.04%+167,97913F-HRTimelineGroup
Auour Investments LLC658,464$28.2M9.17%+38,27213F-HRTimeline
Austin Private Wealth, LLC645,704$27.6M2.13%+155,86313F-HRTimeline
Aptus Capital Advisors, LLC645,427$27.6M0.25%-87,24313F-HRTimeline
SigFig Wealth Management, LLC629,547$26.8M0.83%+22,48913F-HRTimeline
Apella Capital, LLC602,063$26.1M0.58%+416,51313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC607,696$26M7.51%+203,66413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding601,007$25.9M-167,412Timeline
Pure Financial Advisors, LLC588,547$25.2M0.4%-9,69713F-HRTimeline
Second Line Capital, LLC583,398$25M5.17%+3,34913F-HRTimeline
JT Stratford LLC576,281$24.7M3.3%+38,72913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC575,587$24.6M0.04%-107,10713F-HRTimelineGroup
First Heartland Consultants, Inc.573,288$24.5M1.98%+24,16013F-HRTimeline
Ausdal Financial Partners, Inc.572,239$24.5M1.19%+70,48613F-HRTimeline
Hobbs Group Advisors, LLC561,983$24M7.48%+137,24113F-HRTimeline
Headland Capital, LLC561,814$24M6.75%+17,22613F-HRTimeline
NewEdge Advisors, LLC557,334$23.8M0.11%+78,92213F-HRTimeline
Treasure Coast Financial Planning547,080$23.4M13.06%-10,77713F-HRTimeline
Atlas Private Wealth Advisors547,045$23.4M5.73%-385,82513F-HRTimeline
JDM Financial Group LLC546,710$23.1M9.68%+123,97213F-HRTimeline
PROFFITT & GOODSON INC538,794$23.1M3.31%-6,38213F-HRTimeline
Orion Porfolio Solutions, LLC532,075$22.8M0.18%+203,33813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC522,447$22.4M<0.01%+3,71813F-HRTimelineGroup
BRIGHTON SECURITIES CORP.521,017$22.3M11.61%-9,97613F-HR/ATimeline
Procyon Advisors, LLC515,899$22.1M1.31%+7,93713F-HRTimeline
Fiduciary Alliance LLC511,917$21.9M1.47%+38,72213F-HRTimeline
N.E.W. Advisory Services LLC497,612$21.3M1.9%+3,06313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC476,233$20.4M0.82%+67,07713F-HRTimelineGroup
Leicht Financial Planning & Wealth Mana…462,561$19.8M8.92%-1,88913F-HRTimeline
Valmark Advisers, Inc.442,581$18.9M0.24%+6,50213F-HRTimeline
Waverly Advisors, LLC435,795$18.6M0.19%+7,37513F-HRTimeline
FIDELITY D & D BANCORP INC429,162$18.4M10.13%+46,72413F-HRTimeline
Snowden Capital Advisors LLC428,768$18.3M0.5%+10,96913F-HRTimeline
Astoria Portfolio Advisors LLC.420,538$18.3M4.8%+23,00613F-HRTimeline
RFG Advisory, LLC417,705$17.9M0.37%+47,75613F-HRTimeline
Farther Finance Advisors, LLC409,933$17.5M0.27%+65,31513F-HRTimeline
Beacon Pointe Advisors, LLC407,661$17.4M0.15%+290,09313F-HRTimeline
Atria Investments, Inc407,129$17.4M0.2%-63,35113F-HRTimeline
IHT Wealth Management, LLC401,152$17.2M0.43%-86513F-HRTimeline
Tennessee Valley Asset Management Partn…399,595$17.1M2.32%-29,48513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding398,875$17.1M+18,703Timeline
Values Added Financial LLC394,878$16.9M7.51%+22,27513F-HRTimeline
ABOUND FINANCIAL, LLC385,755$16.5M6.6%+9,31613F-HRTimeline
Moss Adams Wealth Advisors LLC384,170$16.4M1.28%+32313F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM384,000$16.4M2.02%013F-HRTimelineGroup
Mason & Associates, LLC402,434$16.3M4.09%+513F-HRTimeline
WRAPMANAGER INC379,304$16.2M5%-47,90413F-HRTimeline
GM Advisory Group, LLC372,405$15.9M0.68%-5,30613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP370,444$15.9M2.24%+47,24913F-HRTimeline
IAG Wealth Partners, LLC368,735$15.8M1.9%+6,18913F-HRTimeline
Strategic Financial Planning, Inc.367,681$15.7M9.12%-11,17413F-HRTimeline
Rodgers & Associates, LTD362,357$15.5M1.6%-87013F-HRTimeline
Plante Moran Financial Advisors, LLC358,084$15.3M0.96%+11,41113F-HRTimeline
SCS Capital Management LLC349,062$14.9M0.16%-36,02213F-HRTimeline
INVENIO WEALTH PARTNERS LLC348,475$14.9M5.43%+1,78813F-HRTimeline
COMERICA BANK347,572$14.9M0.06%+5,94613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …346,225$14.8M0.86%+14,09013F-HRTimeline
VestGen Advisors, LLC344,481$14.7M0.49%+4,80913F-HRTimeline
Advyzon Investment Management, LLC342,208$14.6M2.51%+18,90313F-HRTimeline
Gradient Capital Advisors, LLC334,841$14.3M3.84%-1,78113F-HRTimeline
Certified Advisory Corp332,039$14.2M1.35%+51613F-HRTimeline
Portside Wealth Group, LLC330,631$14.1M1.96%+33,23913F-HRTimeline
Gibbs Wealth Management327,940$14M3.17%-64,48313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding322,340$13.8M+24,661Timeline
Probity Advisors, Inc.321,843$13.8M2.23%+8,80513F-HRTimeline
Strategic Financial Partners, Ltd.319,162$13.7M6.25%-6,23913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC318,336$13.6M0.33%+99,26613F-HRTimeline
Sanctuary Advisors, LLC317,765$13.6M0.08%-27,17713F-HR/ATimeline
SEEDS INVESTOR LLC310,963$13.3M2.81%+51,49513F-HRTimeline
SCOTIA CAPITAL INC.310,948$13.3M0.06%+13,74913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC310,848$13.3M0.58%+103,66113F-HRTimeline
Aquire Wealth Advisors, LLC298,322$12.8M3.14%-17,47813F-HRTimeline
DORVAL Corp297,133$12.7M4.21%+5,40113F-HRTimeline
Fairfield University296,115$12.7M6.28%+162,19113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.294,011$12.6M<0.01%+290,53313F-HRTimelineGroup
O'Connor Financial Group LLC293,009$12.5M5.26%+4,51713F-HRTimeline
MONECO ADVISORS, LLC292,287$12.5M1.04%+89,05913F-HRTimeline
Cascade Financial Partners, LLC290,092$12.4M1.42%-14013F-HRTimeline
Partners in Financial Planning286,527$12.3M2.12%-28713F-HRTimeline
Obsidian Personal Planning Solutions LLC278,664$12.1M4.21%+9,34813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC277,011$11.9M5.65%+8,27813F-HRTimeline
Boltwood Capital Management276,625$11.8M3.15%-1,80013F-HRTimeline
Municipal Employees' Retirement System …276,169$11.8M0.14%013F-HRTimeline
Roble, Belko & Company, Inc274,784$11.8M1.59%+55,85013F-HRTimeline
Cornerstone Wealth Management, LLC266,198$11.4M0.63%+11,54213F-HRTimeline
Modera Wealth Management, LLC259,233$11.1M0.13%-2,12513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…256,413$11M0.22%+19,55613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management256,216$11M0.13%-18,86413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC256,012$11M0.01%-5,77813F-HRTimelineGroup
Kagan Cocozza Asset Management252,687$10.8M8.19%-6,46013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC252,173$10.8M1.25%+4,74713F-HRTimeline
FMR LLCin group FMR LLC251,961$10.8M<0.01%+45,64113F-HRTimelineGroup
Belpointe Asset Management LLC250,661$10.7M0.41%+3,40113F-HRTimeline
Marathon Strategic Advisors, LLC248,122$10.6M8.5%-7,68113F-HRTimeline
Simplicity Wealth,LLC247,129$10.6M0.61%-108,79213F-HRTimeline
Tortoise Investment Management, LLC246,281$10.5M0.94%+14,68813F-HRTimeline
Merit Financial Group, LLC244,726$10.5M0.1%-45,62513F-HR/ATimeline