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Disclosery

SPDW SPDR INDEX SHS FDS

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COM (fund)

1,193 managers (1,208 13F filers) reported a position in SPDW shares at 2026-03-31, 658,238,534 shares in all. 94 filers opened a position and 49 filers sold out during the quarter.

Managers
1,193
13F filers
1,208
New
94
Added
474
Reduced
410
Sold out
49
Shares held by filers
658,238,534

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Planning133,821,065$6.11B4.14%+8,686,62813F-HRTimelineGroup
Financial Engines Advisors L.L.C.55,849,043$2.55B5.18%-1,368,15013F-HRTimeline
LPL Financial LLC38,025,802$1.74B0.46%+681,94013F-HRTimeline
Allworth Financial LP29,472,844$1.35B5.47%-317,99413F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co19,637,666$896M18.77%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,682,357$807M2.12%+2,161,80013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY16,480,575$752M0.05%+4,564,68713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,344,665$609M0.65%+13,236,50913F-HRTimelineGroup
TIAAgroup of 3 filers holding13,274,846$606M-320,522Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,365,464$519M+739,574Timeline
UBS Group AGgroup of 2 filers holding8,794,602$401M+398,296Timeline
Betterment LLC8,266,335$377M0.71%+851,63913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP7,886,187$360M0.01%-571,29613F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC6,371,313$291M2.46%+45,29613F-HRTimeline
Nearwater Capital Markets, Ltd6,039,200$276M6.5%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,726,102$261M0.37%+14,58913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,153,537$235M0.22%-141,00413F-HRTimelineGroup
Horizon Investments, LLC4,774,505$218M2.44%-31,15113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,665,294$213M0.02%-2,297,16913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,474,043$204M0.24%-185,00613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,407,055$201M0.29%-177,18113F-HRTimelineGroup
HighTower Advisors, LLC4,227,683$193M0.2%+268,17413F-HRTimeline
Advisory Alpha, LLC4,093,030$187M5.11%-190,95713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,988,098$182M0.06%+892,41613F-HRTimelineGroup
Stadion Money Management, LLC3,938,291$180M18.08%-467,73013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,875,058$177M1.76%-149,04113F-HRTimelineGroup
Strategies Wealth Advisors, LLC3,593,551$164M16.48%+27,21413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,118,182$142M0.03%+370,13013F-HR/ATimelineGroup
Clearstead Advisors, LLC3,100,372$142M1.29%+58,39113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,929,518$134M0.18%+1,002,63413F-HRTimelineGroup
VICUS CAPITAL2,876,162$131M9.65%+1,082,26713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,875,556$131M0.52%-46,75213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,666,364$122M0.07%+122,90313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,716,598$121M0.78%+131,17813F-HRTimelineGroup
JNBA Financial Advisors2,506,993$114M9.53%+249,54613F-HRTimeline
FLOW TRADERS U.S. LLC2,493,051$114M3.6%new13F-HRTimeline
AlphaCore Capital LLC2,448,660$112M2.65%-136,86213F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …2,352,670$107M0.08%new13F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC2,265,319$103M1.6%+79,38513F-HRTimelineGroup
Cetera Investment Advisers2,259,941$103M0.11%+108,54813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,254,946$103M0.09%-51,95613F-HRTimelineGroup
Independent Advisor Alliance2,236,073$102M1.1%+2,048,12313F-HRTimeline
GeoWealth Management, LLC2,225,192$102M3.66%-6,67813F-HRTimeline
Capital Asset Advisory Services LLC2,013,662$99.3M3.81%+31,05613F-HRTimeline
MML INVESTORS SERVICES, LLC2,154,387$98.3M0.27%+348,97213F-HRTimeline
McNamara Financial Services, Inc.2,096,149$95.7M18.11%-51,39113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC2,090,453$95.4M0.14%+856,35013F-HRTimelineGroup
Advocacy Wealth Management, LLC2,076,370$94.8M4.19%-23,06213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,055,459$93.8M3.01%+1,02313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,048,361$93.5M0.19%-180,25213F-HRTimelineGroup
Private Advisor Group, LLC2,028,656$92.6M0.43%+15,65313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,971,124$90M0.02%+199,88213F-HR/ATimelineGroup
Dakota Wealth Management1,957,231$89.3M1.94%+575,68313F-HR/ATimeline
CAPITOLIS LIQUID GLOBAL MARKETS LLCin group CAPITOLIS LIQUID GLOBAL MARKE…1,949,500$89M0.57%13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,912,258$87.3M0.67%+36,44713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,910,187$87.2M0.42%+34,70513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,972,288$87.2M0.01%+135,53113F-HR/ATimelineGroup
Peterson Wealth Advisors, LLC1,880,432$85.8M11.42%+252,52713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,839,191$84M0.02%-41,56613F-HRTimelineGroup
Schneider Downs Wealth Management Advis…1,804,741$82.4M9.08%+30,65013F-HRTimeline
AlphaStar Capital Management, LLC1,798,075$82.1M6.05%-171,60713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,785,054$81.5M0.64%+53,08413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,693,142$77.3M0.11%+71,53113F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding1,615,919$77.2M+167,358Timeline
Center for Financial Planning, Inc.1,611,462$73.6M7.68%+1,611,33813F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC1,592,493$72.7M1.13%-44,78913F-HRTimeline
HighPoint Advisor Group LLC1,551,434$70.8M2.97%+76,50313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding1,511,342$69M+45,212Timeline
ALLIANCEBERNSTEIN L.P.1,504,612$66.8M0.02%+214,47013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,456,505$66.5M0.12%-3,64413F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding1,420,774$64.9M+110,463Timeline
GREENLEAF TRUST1,414,453$64.6M0.63%+297,77213F-HRTimeline
Facet Wealth, Inc.1,388,924$63.4M1.1%+72,54813F-HRTimeline
Cambridge Investment Research Advisors,…1,387,965$63.4M0.16%-55,92113F-HRTimeline
TRUEFG, LLC1,378,289$62.9M16.68%-6,91913F-HRTimeline
Walkner Condon Financial Advisors LLC1,264,278$57.7M7.61%+140,39513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,258,025$57.4M-85,036Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,234,996$56.4M0.11%-1,45013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,218,725$55.6M<0.01%+669,96013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,187,270$54.7M0.12%-831,17313F-HRTimeline
Integrated Wealth Concepts LLC1,180,997$53.9M0.43%+240,84913F-HRTimeline
Lifeworks Advisors, LLC1,163,737$53.1M6.82%+23,10013F-HRTimeline
CGN Advisors LLC1,163,422$53.1M4.19%-22,45013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,156,018$52.8M2.56%-432,31713F-HRTimeline
Clearwater Capital Advisors, LLC1,126,738$51.4M4.15%+23,53913F-HRTimeline
TTP Investments, Inc.1,117,102$51M21.26%new13F-HRTimeline
Brio Consultants, LLC976,036$48M5.87%+3,75213F-HRTimeline
Global Strategic Investment Solutions, …1,002,460$45.8M4.5%-32,87813F-HRTimeline
Boston Standard Wealth Management, LLC959,770$44.5M7.29%-31,82213F-HRTimeline
Ballentine Partners, LLC891,786$40.7M0.57%+4,83413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding847,756$38.7M-292,589Timeline
TSG Advice Partners, LLC828,748$37.8M5.67%new13F-HRTimeline
MAI Capital Management826,336$37.7M0.21%+11,31213F-HRTimeline
IFP Advisors, Inc825,847$37.7M0.78%+31,25913F-HRTimeline
Aptus Capital Advisors, LLC812,605$37.1M0.31%+23,95913F-HRTimeline
KWB Wealth830,400$36.9M3.65%-69,31213F-HRTimeline
ProVise Management Group, LLC798,533$36.5M2.62%+10,22913F-HRTimeline
Garrett Wealth Advisory Group, LLC793,276$36.2M6.44%-18,07313F-HRTimeline
Beacon Pointe Advisors, LLC791,394$36.1M0.19%+133,34213F-HRTimeline
Farther Finance Advisors, LLC761,956$35.4M0.33%+318,09913F-HRTimeline
Geneos Wealth Management Inc.771,055$35.2M0.82%+15,73813F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC768,706$35.1M4.72%+5,68113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding767,758$35M-5,969Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.750,306$34.3M1.43%-29,72013F-HRTimelineGroup
First Heartland Consultants, Inc.733,830$33.5M2.57%+12,28213F-HRTimeline
Auour Investments LLC733,723$33.5M10.54%+10,94813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co732,220$33.4M0.01%-40,46013F-HRTimelineGroup
Apella Capital, LLC665,721$33M0.49%+17,49113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.721,334$32.9M12.42%-29,96913F-HRTimeline
Gibbs Wealth Management715,139$32.6M4.3%+399,62113F-HRTimeline
SigFig Wealth Management, LLC713,109$32.6M0.95%+48,57013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …708,441$32.3M1.75%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\707,910$32.3M0.04%+79,74413F-HRTimelineGroup
Higgins & Schmidt Wealth Strategies LLC673,462$30.7M14.04%-8,69613F-HRTimeline
ERn Financial, LLC655,788$29.9M5.63%-28,36513F-HRTimeline
Rinkey Investments651,963$29.8M7.61%-42,53113F-HRTimeline
Flagstone Financial Management651,133$29.7M7.38%-6,05813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp650,316$29.7M0.01%+20,67113F-HRTimelineGroup
Wealth Advisors of Iowa, LLC648,321$29.6M9.16%+48,97113F-HRTimeline
Procyon Advisors, LLC644,327$29.4M1.45%+114,70013F-HRTimeline
Compton Financial Group, LLC638,728$29.2M6.44%-115,16313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC636,000$29M7.83%+25,86613F-HRTimeline
Fiduciary Alliance LLC592,378$29M1.75%+42,28013F-HRTimeline
Second Line Capital, LLC584,407$28.6M5.42%-7,94513F-HRTimeline
Arax Advisory Partners613,126$28M0.79%+24,57613F-HRTimeline
N.E.W. Advisory Services LLC605,577$27.6M2.07%-1,05913F-HRTimeline
GM Advisory Group, LLC601,166$27.4M1.06%+56,90613F-HRTimeline
NewEdge Advisors, LLC600,975$27.4M0.1%-21,77813F-HR/ATimeline
Pure Financial Advisors, LLC600,699$27.4M0.39%+23,17913F-HRTimeline
Atlas Private Wealth Advisors590,506$27M6.35%-2,43513F-HRTimeline
JDM Financial Group LLC744,083$26.8M10.35%+89,65413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC582,238$26.6M<0.01%+26,52613F-HRTimelineGroup
Headland Capital, LLC580,365$26.5M7.46%+12,48413F-HRTimeline
Hobbs Group Advisors, LLC574,518$26.2M7.84%+17,41713F-HRTimeline
Astoria Portfolio Advisors LLC.533,502$25.9M5.52%+19,09913F-HRTimeline
Treasure Coast Financial Planning553,081$25.2M13%+4,35913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…526,476$24M0.49%-151,34313F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC523,769$23.9M0.95%+30,17013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC517,962$23.6M1.12%-6,21713F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP515,727$23.5M3.26%+74,45713F-HRTimeline
BRIGHTON SECURITIES CORP.505,524$23.1M11.12%-34,65213F-HRTimeline
JT Stratford LLC497,402$22.7M2.89%+97,07513F-HRTimeline
Henderson Brothers Financial Partners, …492,027$22.5M5.69%13F-HRTimeline
MONECO ADVISORS, LLC487,362$22.2M1.73%+137,75513F-HRTimeline
Merit Financial Group, LLC479,913$21.9M0.16%+16,34013F-HRTimeline
Tennessee Valley Asset Management Partn…461,791$21.1M2.78%+38,99913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding460,701$21M+21,353Timeline
Waverly Advisors, LLC459,812$21M0.16%-16,26813F-HRTimeline
Snowden Capital Advisors LLC458,502$20.9M0.56%+10,41613F-HRTimeline
FIDELITY D & D BANCORP INC457,984$20.9M8.38%+50,94313F-HRTimeline
Leicht Financial Planning & Wealth Mana…452,684$20.7M9.37%-5,99213F-HRTimeline
PROFFITT & GOODSON INC452,512$20.7M3.18%-75,11213F-HRTimeline
WRAPMANAGER INC437,340$20M6.94%+69,15313F-HRTimeline
Valmark Advisers, Inc.435,784$19.9M0.24%-3,66113F-HRTimeline
Values Added Financial LLC428,469$19.6M8.23%+29,89913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding423,145$19.3M+52,918Timeline
Atria Investments, Inc418,854$19.1M0.21%+22,20213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding415,069$18.9M+357,440Timeline
IAG Wealth Partners, LLC414,844$18.9M2.11%+38,30313F-HRTimeline
IHT Wealth Management, LLC406,494$18.6M0.43%+11,69213F-HRTimeline
INVENIO WEALTH PARTNERS LLC400,523$18.3M7.26%+67,24313F-HRTimeline
SEEDS INVESTOR LLC370,987$18.2M2.48%+21,47213F-HRTimeline
Portside Wealth Group, LLC398,503$18.2M2.47%+27,49713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC385,282$17.6M0.01%+129,31713F-HRTimelineGroup
Mason & Associates, LLC383,909$17.5M4.01%-16,21513F-HRTimeline
Empowered Funds, LLC382,988$17.5M0.11%+136,57113F-HR/ATimeline
Goodman Financial Corp380,754$17.4M2.99%-437,48513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS376,600$17.2M0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC365,956$16.7M0.61%+1,19813F-HRTimeline
Strategic Financial Partners, Ltd.365,369$16.7M7.2%+40,71313F-HRTimeline
Advyzon Investment Management, LLC365,049$16.7M1.49%-3,27813F-HRTimeline
Rodgers & Associates, LTD360,377$16.5M1.67%-6,29113F-HRTimeline
SCS Capital Management LLC349,934$16M0.17%+87213F-HRTimeline
Moss Adams Wealth Advisors LLC349,628$16M1.17%-11,75113F-HRTimeline
Sanctuary Advisors, LLC347,757$15.9M0.09%+35,94813F-HRTimeline
Summit Financial, LLC341,282$15.6M0.2%+238,78713F-HRTimeline
SCOTIA CAPITAL INC.337,621$15.4M0.06%+3,79813F-HRTimeline
RFG Advisory, LLC337,579$15.4M0.28%-74,53713F-HRTimeline
Cornerstone Wealth Management, LLC336,054$15.3M0.77%+46,77013F-HRTimeline
&PARTNERS334,773$15.3M0.08%+83,71013F-HRTimeline
ABOUND FINANCIAL, LLC334,411$15.3M6.67%-29,67613F-HRTimeline
Capital Investment Management, Inc.330,930$15.1M5.19%-35,61613F-HRTimeline
RESTON WEALTH MANAGEMENT LLC330,635$15.1M4.62%-597,82313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments328,991$15M0.89%-740,07213F-HRTimelineGroup
Probity Advisors, Inc.325,218$14.8M2.35%-6,43213F-HRTimeline
Millington Financial Advisors, LLC304,848$14.8M6.22%+13,14313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV322,109$14.7M0.02%+142,77013F-HRTimeline
Plante Moran Financial Advisors, LLC320,412$14.6M0.95%-29,18613F-HRTimeline
Macco Financial Group, Inc.318,789$14.6M11.02%+65,27813F-HRTimeline
Orion Porfolio Solutions, LLC316,393$14.4M0.12%-264,74813F-HRTimeline
Gradient Capital Advisors, LLC315,068$14.4M3.73%-6,93113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management314,238$14.3M0.16%+71,83713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.309,665$14.1M0.22%+48,67913F-HRTimeline
Signal Advisors Wealth, LLC306,971$14M0.96%+38,76613F-HRTimeline
Sanchez Wealth Management Group306,344$14M3.02%+3,84013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…303,236$13.8M0.25%+40,75013F-HRTimelineGroup
Certified Advisory Corp298,256$13.6M1.22%+13,61513F-HRTimeline
Navigation Group, LLC298,134$13.6M3.19%13F-HRTimeline
PECAUT & CO.295,863$13.5M4.39%+76,50613F-HRTimeline
Western Wealth Management, LLC295,301$13.5M0.51%+94,94513F-HR/ATimeline