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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,149 managers (1,164 13F filers) reported a position in SPDW shares at 2025-12-31, 608,936,596 shares in all. 69 filers opened a position and 43 filers sold out during the quarter.

Managers
1,149
13F filers
1,164
New
69
Added
509
Reduced
329
Sold out
43
Shares held by filers
608,936,596

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Planning125,134,437$5.56B3.98%+12,369,88113F-HRTimelineGroup
Financial Engines Advisors L.L.C.57,217,193$2.54B4.81%-1,272,32713F-HRTimeline
LPL Financial LLC37,343,862$1.66B0.45%+3,292,81513F-HRTimeline
Allworth Financial LP29,790,838$1.32B5.44%+90,86513F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co19,637,666$872M18.31%+4,407,00013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC15,520,557$689M1.87%+886,72913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,595,368$604M1.45%-35,71513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY11,915,888$529M0.03%+1,725,08913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,625,890$472M+1,112,355Timeline
STATE STREET CORPin group STATE STREET CORP8,457,483$376M0.01%+2,559,91813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding8,396,306$373M-17,783Timeline
Betterment LLC7,414,696$329M0.63%-83,36413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,962,463$309M0.02%+977,09413F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC6,326,017$281M2.26%-195,87313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,711,513$254M0.34%-10,93313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,294,541$235M0.21%+504,47013F-HRTimelineGroup
Horizon Investments, LLC4,805,656$213M2.7%-112,28913F-HRTimeline
Mariner, LLCin group Mariner, LLC4,659,049$207M0.25%+209,80213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,584,236$204M0.3%-483,15513F-HRTimelineGroup
Stadion Money Management, LLC4,406,021$196M15.86%-356,87213F-HRTimeline
Advisory Alpha, LLC4,283,987$190M5.18%-41,65813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,024,099$179M1.98%+329,97113F-HRTimelineGroup
HighTower Advisors, LLC3,959,509$176M0.19%+360,47913F-HRTimeline
Strategies Wealth Advisors, LLC3,566,337$158M15.87%+191,75713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,095,682$137M0.04%-314,16313F-HRTimelineGroup
Clearstead Advisors, LLC3,041,981$135M1.7%+91,33113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,922,308$130M0.5%-64,91413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,748,052$122M0.03%-146,29813F-HRTimelineGroup
AlphaCore Capital LLC2,585,522$115M2.58%+1,588,55713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,585,420$115M0.78%+220,95713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,543,461$113M0.07%+50,48913F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,306,902$102M0.1%+11,44713F-HRTimelineGroup
JNBA Financial Advisors2,257,447$100M8.76%+160,86313F-HRTimeline
GeoWealth Management, LLC2,231,870$99.1M3.65%+84,19313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,228,613$99M0.2%+340,75213F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC2,185,934$97.1M1.54%+57,23113F-HRTimelineGroup
Cetera Investment Advisers2,151,393$95.5M0.1%+145,17213F-HRTimeline
McNamara Financial Services, Inc.2,147,540$95.4M18.09%-25,65313F-HRTimeline
Advocacy Wealth Management, LLC2,099,432$93.2M3.9%+101,53113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,018,443$92M0.12%+162,47913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,054,436$91.2M1.63%+35,52013F-HR/ATimeline
Capital Asset Advisory Services LLC1,982,606$90.4M3.63%+32,02513F-HRTimeline
Private Advisor Group, LLC2,013,003$89.4M0.42%-74,22013F-HRTimeline
AlphaStar Capital Management, LLC1,969,682$87.5M6.42%+154,80413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,926,884$85.6M0.11%+1,239,02913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,880,757$83.5M0.01%+142,09713F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,875,811$83.3M0.69%+184,89013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,875,482$83.3M0.47%-79,26913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,836,757$81.6M0.01%+133,54313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,805,415$80.2M0.2%+120,74813F-HRTimeline
VICUS CAPITAL1,793,895$79.7M5.98%+525,24213F-HRTimeline
Schneider Downs Wealth Management Advis…1,774,091$78.8M8.88%+48,82613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,771,242$78.7M0.02%+150,46113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,731,970$76.9M0.65%+177,38813F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC1,637,282$72.7M1.09%+162,93213F-HRTimeline
Peterson Wealth Advisors, LLC1,627,905$72.3M9.64%+12,63013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,621,611$72M0.1%+962,56513F-HR/ATimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,588,335$70.5M3.38%+4,52713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,514,657$67.3M0.09%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding1,448,561$66.6M+284,161Timeline
HighPoint Advisor Group LLC1,474,931$65.5M1.44%new13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,466,130$65.1M+71,320Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,460,149$64.8M0.12%+40,44613F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,443,886$64.1M0.17%+59,22913F-HRTimeline
Facet Wealth, Inc.1,316,376$62.3M1.1%-80,45613F-HRTimeline
TRUEFG, LLC1,385,208$61.5M16.51%-7,47213F-HRTimeline
Dakota Wealth Management1,381,548$61.4M1.09%+146,92613F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,343,061$59.6M+25,115Timeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,310,311$58.2M+9,203Timeline
ALLIANCEBERNSTEIN L.P.1,290,142$57.3M0.02%-581,47313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,236,446$55M0.1%+1,181,07813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,234,103$54.8M0.08%+658,51613F-HRTimelineGroup
CGN Advisors LLC1,185,872$52.7M4.17%+120,03513F-HRTimeline
Lifeworks Advisors, LLC1,140,637$50.7M6.56%+105,35413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding1,140,345$50.6M-55,417Timeline
Walkner Condon Financial Advisors LLC1,123,883$49.9M6.93%+269,51813F-HRTimeline
GREENLEAF TRUST1,116,681$49.6M0.45%+1,013,33613F-HRTimeline
Clearwater Capital Advisors, LLC1,103,199$49M4.08%-4,84013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments1,069,063$47.5M2.81%+327,43613F-HRTimelineGroup
Global Strategic Investment Solutions, …1,035,338$46M4.49%-15,89613F-HRTimeline
Boston Standard Wealth Management, LLC991,592$44M7.27%+11,04413F-HRTimeline
Global Retirement Partners, LLC977,517$43.4M0.77%+44,90213F-HRTimeline
Brio Consultants, LLC972,284$43.2M5.61%+33,34613F-HRTimeline
Integrated Wealth Concepts LLC940,148$41.8M0.5%-146,53313F-HRTimeline
RESTON WEALTH MANAGEMENT LLC928,458$41.2M12.61%+23,88213F-HRTimeline
Select Equity Group, L.P.907,211$40.3M0.19%new13F-HRTimeline
KWB Wealth899,712$40M3.78%-58,25413F-HRTimeline
Ballentine Partners, LLC886,952$39.4M0.55%-1413F-HRTimeline
Goodman Financial Corp818,239$36.3M6.88%+11,70013F-HRTimeline
MAI Capital Management815,024$36.2M0.21%+1,72313F-HRTimeline
Garrett Wealth Advisory Group, LLC811,349$36M6.81%+19,18313F-HRTimeline
Austin Private Wealth, LLC798,373$35.5M2.66%+152,66913F-HRTimeline
IFP Advisors, Inc794,588$35.3M0.79%-12,20913F-HRTimeline
Aptus Capital Advisors, LLC788,646$35M0.3%+143,21913F-HRTimeline
ProVise Management Group, LLC788,304$35M2.49%+4,89513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.780,026$34.6M1.49%-21,43613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding773,727$34.4M+172,720Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co772,680$34.3M0.01%-49,02513F-HRTimelineGroup
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC763,025$33.9M5.46%+1,52413F-HRTimeline
Geneos Wealth Management Inc.755,317$33.5M0.82%+31,90113F-HRTimeline
Compton Financial Group, LLC753,891$33.5M7.58%+30,83713F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.751,303$33.4M12.6%+78,81513F-HRTimeline
Auour Investments LLC722,775$32.1M10.21%+64,31113F-HRTimeline
First Heartland Consultants, Inc.721,548$32M2.43%+148,26013F-HRTimeline
Rinkey Investments694,494$30.8M7.83%-30,40713F-HRTimeline
ERn Financial, LLC684,153$30.4M5.71%+6,10313F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC682,158$30.3M14.35%+20,68113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…677,819$30.1M0.61%-28,79113F-HRTimelineGroup
SigFig Wealth Management, LLC664,539$29.6M0.88%+34,99213F-HRTimeline
Beacon Pointe Advisors, LLC658,052$29.2M0.21%+250,39113F-HRTimeline
Flagstone Financial Management657,191$29.2M7.49%-6,34413F-HRTimeline
Apella Capital, LLC648,230$28.8M0.57%+46,16713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp629,645$28M<0.01%-2,546,84013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\628,166$27.9M0.03%-338,06213F-HRTimelineGroup
NewEdge Advisors, LLC622,753$27.7M0.1%+65,41913F-HRTimeline
RFG - Bristol Wealth Advisors, LLC610,134$27.1M7.55%+2,43813F-HRTimeline
N.E.W. Advisory Services LLC606,636$26.9M1.99%+109,02413F-HRTimeline
Wealth Advisors of Iowa, LLC599,350$26.6M8.74%+498,07913F-HRTimeline
Ausdal Financial Partners, Inc.596,228$26.5M1.23%+23,98913F-HRTimeline
Atlas Private Wealth Advisors592,941$26.3M6.15%+45,89613F-HRTimeline
Second Line Capital, LLC592,352$26.3M5.41%+8,95413F-HRTimeline
Arax Advisory Partners588,550$26.1M0.76%new13F-HRTimeline
Orion Porfolio Solutions, LLC581,141$25.8M0.19%+49,06613F-HRTimeline
Pure Financial Advisors, LLC577,520$25.6M0.38%-11,02713F-HRTimeline
Astoria Portfolio Advisors LLC.514,403$25.3M5.75%+93,86513F-HRTimeline
Headland Capital, LLC567,881$25.2M7.02%+6,06713F-HRTimeline
Hobbs Group Advisors, LLC557,101$24.7M7.47%-4,88213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC555,712$24.7M<0.01%+33,26513F-HR/ATimelineGroup
Fiduciary Alliance LLC550,098$24.4M1.6%+38,18113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.548,765$24.4M<0.01%+254,75413F-HRTimelineGroup
Treasure Coast Financial Planning548,722$24.4M12.94%+1,64213F-HRTimeline
GM Advisory Group, LLC544,260$24.2M0.95%+171,85513F-HRTimeline
BRIGHTON SECURITIES CORP.540,176$24M11.84%+19,15913F-HRTimeline
Procyon Advisors, LLC529,627$23.5M1.17%+13,72813F-HRTimeline
PROFFITT & GOODSON INC527,624$23.4M3.27%-11,17013F-HRTimeline
JDM Financial Group LLC654,429$23.4M9.07%+107,71913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC524,179$23.3M1.12%+414,54513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC493,599$21.9M0.85%+17,36613F-HRTimelineGroup
Waverly Advisors, LLC476,080$21.1M0.17%+40,28513F-HRTimeline
Merit Financial Group, LLC463,573$20.6M0.17%+218,84713F-HRTimeline
Leicht Financial Planning & Wealth Mana…458,676$20.4M9.11%-3,88513F-HRTimeline
Snowden Capital Advisors LLC448,086$19.9M0.51%+19,31813F-HRTimeline
Farther Finance Advisors, LLC443,857$19.7M0.21%+33,92413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP441,270$19.6M2.66%+70,82613F-HRTimeline
Valmark Advisers, Inc.439,445$19.5M0.24%-3,13613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding439,348$19.5M+40,473Timeline
Tennessee Valley Asset Management Partn…422,792$18.8M2.43%+23,19713F-HRTimeline
RFG Advisory, LLC412,116$18.3M0.34%-5,58913F-HRTimeline
FIDELITY D & D BANCORP INC407,041$18.1M7.81%-22,12113F-HRTimeline
JT Stratford LLC400,327$17.8M2.28%-175,95413F-HRTimeline
Mason & Associates, LLC400,124$17.8M4.04%-2,31013F-HRTimeline
Values Added Financial LLC398,570$17.7M7.47%+3,69213F-HRTimeline
Atria Investments, Inc396,652$17.6M0.2%-10,47713F-HRTimeline
IHT Wealth Management, LLC394,802$17.6M0.43%-6,35013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM384,000$17.1M1.48%013F-HRTimelineGroup
Palatine Hill Wealth Management, LLC376,695$16.7M13.49%13F-HRTimeline
IAG Wealth Partners, LLC376,541$16.7M1.94%+7,80613F-HRTimeline
Strategic Financial Planning, Inc.371,396$16.5M9.38%+3,71513F-HRTimeline
Portside Wealth Group, LLC371,006$16.5M2.23%+40,37513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding370,227$16.4M+47,887Timeline
Advyzon Investment Management, LLC368,327$16.4M1.9%+26,11913F-HRTimeline
WRAPMANAGER INC368,187$16.4M5.53%-11,11713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …367,438$16.3M0.98%+21,21313F-HRTimeline
Rodgers & Associates, LTD366,668$16.3M1.65%+4,31113F-HRTimeline
Capital Investment Management, Inc.366,546$16.3M5.69%13F-HRTimeline
Belpointe Asset Management LLC364,758$16.2M0.59%+114,09713F-HRTimeline
ABOUND FINANCIAL, LLC364,087$16.2M6.26%-21,66813F-HR/ATimeline
Moss Adams Wealth Advisors LLC361,379$16M1.16%-22,79113F-HRTimeline
MONECO ADVISORS, LLC349,607$15.5M1.23%+57,32013F-HRTimeline
Plante Moran Financial Advisors, LLC349,598$15.5M0.98%-8,48613F-HRTimeline
SEEDS INVESTOR LLC349,515$15.5M2.98%+38,55213F-HRTimeline
SCS Capital Management LLC349,062$15.5M0.16%013F-HRTimeline
COMERICA BANK342,022$15.2M0.06%-5,55013F-HRTimeline
SCOTIA CAPITAL INC.333,823$14.8M0.06%+22,87513F-HRTimeline
INVENIO WEALTH PARTNERS LLC333,280$14.8M5.5%-15,19513F-HRTimeline
Probity Advisors, Inc.331,650$14.7M2.36%+9,80713F-HRTimeline
Gibbs Wealth Management315,518$14.5M3.5%-12,42213F-HRTimeline
Strategic Financial Partners, Ltd.324,656$14.4M6.24%+5,49413F-HRTimeline
Gradient Capital Advisors, LLC321,999$14.3M3.69%-12,84213F-HRTimeline
Millington Financial Advisors, LLC291,705$14M6.18%+85,38813F-HRTimeline
Sanctuary Advisors, LLC311,809$13.8M0.08%-5,95613F-HRTimeline
O'Connor Financial Group LLC290,400$13.6M5.41%-2,60913F-HRTimeline
Sanchez Wealth Management Group302,504$13.4M2.87%+108,25613F-HRTimeline
Aspire Private Capital, LLC300,216$13.3M2.97%+72,37713F-HRTimeline
DORVAL Corp300,148$13.3M4.26%+3,01513F-HRTimeline
Clear Retirement Advice LLC279,687$13.3M10.32%13F-HRTimeline
Partners in Financial Planning290,406$12.9M2.18%+3,87913F-HRTimeline
Cornerstone Wealth Management, LLC289,284$12.8M0.67%+23,08613F-HRTimeline
Aquire Wealth Advisors, LLC288,204$12.8M3.33%-10,11813F-HRTimeline
Cascade Financial Partners, LLC287,779$12.8M1.3%-2,31313F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC287,155$12.8M2.83%-605,04013F-HRTimeline
Certified Advisory Corp284,641$12.6M1.15%-47,39813F-HRTimeline
Sage Advisory Services, Ltd.Co.283,259$12.6M6.85%+92,65113F-HRTimeline
Roble, Belko & Company, Inc276,274$12.3M1.61%+1,49013F-HRTimeline
Boltwood Capital Management275,270$12.2M3.18%-1,35513F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC274,991$12.2M5.56%-2,02013F-HRTimeline
FMR LLCin group FMR LLC271,428$12.1M<0.01%+19,46713F-HRTimelineGroup
Tortoise Investment Management, LLC270,291$12M1.05%+24,01013F-HRTimeline
Signal Advisors Wealth, LLC268,205$11.9M0.95%+57,38213F-HRTimeline
Vestmark Advisory Solutions, Inc.267,380$11.9M0.16%+117,34713F-HRTimeline