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Disclosery

SPDW SPDR INDEX SHS FDS

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Filings received so far for Q3 2026: 71 13F filers report a position in SPDW shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Gradient Investments LLCin group Gradient Investments LLC2,158,701$108M1.55%-71,94713F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,053,612$103M11.96%+80,24513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC1,419,786$71.3M1.19%-62,98713F-HRTimeline
Boston Standard Wealth Management, LLC948,310$47.6M6.84%+2,17313F-HRTimeline
Farther Finance Advisors, LLC817,426$41M0.29%+46,04313F-HRTimeline
SigFig Wealth Management, LLC804,423$40.4M1.01%+47,92913F-HRTimeline
First Heartland Consultants, Inc.769,786$38.7M2.57%+26,60513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC657,308$33M7.86%+27,67313F-HRTimeline
BRIGHTON SECURITIES CORP.534,162$26.8M11.22%+18,13913F-HRTimeline
Apella Capital, LLC480,245$24M0.3%-153,74513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC276,043$13.9M2.81%-75013F-HRTimeline
Montz Harcus Wealth Management LLC272,413$13.7M4.79%+15,95713F-HRTimeline
Boltwood Capital Management270,470$13.6M3.06%-2,98513F-HRTimeline
Delta Wealth Advisors LLC260,918$13.1M9%+3,39413F-HRTimeline
Rosenberg Matthew Hamilton258,304$13M2.32%-1,01713F-HRTimeline
Partnership Wealth Management, LLC210,736$10.6M7.55%-7,35613F-HRTimeline
LEGACY SOLUTIONS, LLC198,997$9.99M7.63%+1,97613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.188,815$9.48M6.8%-8,11213F-HRTimeline
YHB Investment Advisors, Inc.181,758$9.13M0.58%+24913F-HRTimeline
Venture Visionary Partners LLC132,709$6.66M0.17%+26,77413F-HRTimeline
Balefire, LLC125,500$6.3M0.99%+24,61813F-HRTimeline
Heartwood Wealth Advisors LLC110,375$5.54M0.44%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC100,103$5.03M1.18%-66613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV80,007$4.02M0.45%-6,19013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC64,948$3.26M3.08%-21,41213F-HRTimeline
Gainplan LLC61,557$3.09M1.2%+6,03813F-HRTimeline
Baron Financial Group, LLC60,992$3.06M1.49%+23513F-HRTimeline
McNaughton Wealth Management, LLC45,086$2.26M0.79%+1,40813F-HRTimeline
Wedmont Private Capital43,372$2.15M0.05%-5,28213F-HRTimeline
Legacy Private Trust Co.41,977$2.11M0.12%-13813F-HRTimeline
Bill Few Associates, Inc.40,834$2.05M0.43%+38613F-HRTimeline
Roan Capital Partners39,070$1.96M1.44%+1,16913F-HRTimeline
Ridgewood Investments LLC34,007$1.71M0.63%-2,50913F-HRTimeline
CoreCap Advisors, LLC25,541$1.28M0.04%-69713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC24,010$1.21M0.82%-6513F-HRTimeline
Pacifica Partners Inc.21,116$1.05M0.32%+2,37513F-HRTimeline
TLWM18,121$910K0.14%+24213F-HRTimeline
Leverty Financial Group, LLC16,870$847K0.15%-64813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC16,730$840K0.17%-2,01113F-HRTimeline
Acropolis Investment Management, LLC15,923$799K0.03%013F-HRTimeline
CogentBlue Wealth Advisors, LLC14,923$749K0.7%-13913F-HRTimeline
Aletheian Wealth Advisors LLC14,524$729K0.29%-113F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV13,679$687K0.59%+63213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC13,588$682K0.18%+50413F-HRTimeline
Cassilly Financial Group LLC11,850$595K0.4%-91213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…10,986$552K0.36%-15213F-HRTimeline
Plan A Wealth LLC10,134$509K0.18%-1,51313F-HRTimeline
Trust Co9,735$489K0.04%+5,32413F-HRTimeline
Valeo Financial Advisors, LLC18,713$468K0.01%+71913F-HRTimeline
MJT & Associates Financial Advisory Gro…9,031$453K0.29%013F-HRTimeline
Veery Capital, LLC8,668$435K0.12%-4113F-HRTimeline
ROCKLAND TRUST CO8,171$410K0.02%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,108$359K0.05%-6,58113F-HRTimeline
Castle Rock Wealth Management, LLC6,759$342K0.06%+3513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…6,676$335K0.24%-1,01313F-HRTimeline
Midwest Financial Partners Investments,…6,270$315K0.12%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,258$314K0.05%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,367$269K0.03%013F-HRTimeline
Castleview Partners, LLC5,276$265K0.12%+54113F-HRTimeline
CX Institutional4,430$222K0.01%013F-HRTimeline
Intelligence Driven Advisers, LLC4,342$218K0.04%013F-HRTimeline
Emergent Wealth Advisors, LLC4,143$208K0.11%013F-HRTimeline
Planning Strategies Inc.2,949$148K0.09%+113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,231$61.8K<0.01%-12913F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.1,047$52.6K0.01%013F-HRTimeline
GK Wealth Management LLC789$39.6K0.02%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP544$27.3K<0.01%013F-HRTimeline
Horizons Wealth Management498$25K0.02%13F-HRTimeline
Davis Capital Management404$20.3K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB259$13K<0.01%013F-HRTimeline
Bullock Wealth Management Group68$3.41K<0.01%013F-HRTimeline