SPDR INDEX SHS FDS (SPDW)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
70
Reporting holders
$706.6M
Reported value
0.0%
Calls
0.0%
Puts
-1,166
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $108.4M | 2,158,701 | 1.55% | 32q | -3.2%-$3.6M |
| Peterson Wealth Advisors, LLC | $103.1M | 2,053,612 | 11.96% | 32q | +4.1%+$4.0M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $71.3M | 1,419,786 | 1.19% | 6q | -4.2%-$3.2M |
| Boston Standard Wealth Management, LLC | $47.6M | 948,310 | 6.84% | 32q | HELD |
| Farther Finance Advisors, LLC | $41.0M | 817,426 | 0.29% | 15q | +6.0%+$2.3M |
| SigFig Wealth Management, LLC | $40.4M | 804,423 | 1.01% | 32q | +6.3%+$2.4M |
| First Heartland Consultants, Inc. | $38.7M | 769,786 | 2.57% | 13q | +3.6%+$1.3M |
| RFG - Bristol Wealth Advisors, LLC | $33.0M | 657,308 | 7.86% | 7q | +4.4%+$1.4M |
| BRIGHTON SECURITIES CORP. | $26.8M | 534,162 | 11.22% | 8q | +3.5%+$910.8K |
| Apella Capital, LLC | $24.0M | 480,245 | 0.30% | 21q | -24.3%-$7.7M |
| WALLER FINANCIAL PLANNING GROUP, INC | $13.9M | 276,043 | 2.81% | 32q | HELD |
| Montz Harcus Wealth Management LLC | $13.7M | 272,413 | 4.79% | 20q | +6.2%+$801.2K |
| Boltwood Capital Management | $13.6M | 270,470 | 3.06% | 29q | -1.1%-$149.9K |
| Delta Wealth Advisors LLC | $13.1M | 260,918 | 9.00% | 11q | +1.3%+$170.4K |
| Rosenberg Matthew Hamilton | $13.0M | 258,304 | 2.32% | 27q | HELD |
| Partnership Wealth Management, LLC | $10.6M | 210,736 | 7.55% | 12q | -3.4%-$369.3K |
| LEGACY SOLUTIONS, LLC | $10.0M | 198,997 | 7.63% | 8q | +1.0%+$99.2K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $9.5M | 188,815 | 6.80% | 23q | -4.1%-$407.3K |
| YHB Investment Advisors, Inc. | $9.1M | 181,758 | 0.58% | 25q | HELD |
| Venture Visionary Partners LLC | $6.7M | 132,709 | 0.17% | 16q | +25.3%+$1.3M |
| Balefire, LLC | $6.3M | 125,500 | 0.99% | 26q | +24.4%+$1.2M |
| Heartwood Wealth Advisors LLC | $5.5M | 110,375 | 0.44% | 28q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $5.0M | 100,103 | 1.18% | 29q | -0.7%-$33.4K |
| ECLECTIC ASSOCIATES INC /ADV | $4.0M | 80,007 | 0.45% | 24q | -7.2%-$310.8K |
| PUFF WEALTH MANAGEMENT, LLC | $3.3M | 64,948 | 3.08% | 7q | -24.8%-$1.1M |
| Gainplan LLC | $3.1M | 61,557 | 1.20% | 28q | +10.9%+$303.2K |
| Baron Financial Group, LLC | $3.1M | 60,992 | 1.49% | 17q | HELD |
| McNaughton Wealth Management, LLC | $2.3M | 45,086 | 0.79% | 28q | +3.2%+$70.7K |
| Wedmont Private Capital | $2.2M | 43,372 | 0.05% | 14q | -10.9%-$262.3K |
| Legacy Private Trust Co. | $2.1M | 41,977 | 0.12% | 32q | HELD |
| Bill Few Associates, Inc. | $2.1M | 40,834 | 0.42% | 12q | +1.0%+$19.4K |
| Roan Capital Partners | $2.0M | 39,070 | 1.44% | 3q | +3.1%+$58.7K |
| Ridgewood Investments LLC | $1.7M | 34,007 | 0.63% | 9q | -6.9%-$126.0K |
| CoreCap Advisors, LLC | $1.3M | 25,541 | 0.04% | 19q | -2.7%-$35.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.2M | 24,010 | 0.81% | 4q | HELD |
| Pacifica Partners Inc. | $1.1M | 21,116 | 0.32% | 28q | +12.7%+$118.5K |
| TLWM | $909.9K | 18,121 | 0.14% | 30q | +1.4%+$12.2K |
| Leverty Financial Group, LLC | $847.0K | 16,870 | 0.15% | 12q | -3.7%-$32.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $840.0K | 16,730 | 0.16% | 23q | -10.7%-$101.0K |
| Acropolis Investment Management, LLC | $799.5K | 15,923 | 0.03% | 16q | -50.3%-$809.7K |
| CogentBlue Wealth Advisors, LLC | $749.3K | 14,923 | 0.70% | 8q | -0.9%-$7.0K |
| Aletheian Wealth Advisors LLC | $729.3K | 14,524 | 0.29% | 19q | HELD |
| FELL CAPITAL MANAGEMENT /ADV | $686.8K | 13,679 | 0.59% | 4q | +4.8%+$31.7K |
| CYPRESS FINANCIAL PLANNING LLC | $682.3K | 13,588 | 0.18% | 11q | +3.9%+$25.3K |
| Cassilly Financial Group LLC | $595.0K | 11,850 | 0.40% | 4q | -53.6%-$686.6K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $551.6K | 10,986 | 0.36% | 4q | -1.4%-$7.6K |
| Plan A Wealth LLC | $508.8K | 10,134 | 0.18% | 8q | -13.0%-$76.0K |
| Trust Co | $488.8K | 9,735 | 0.04% | 4q | +120.7%+$267.3K |
| Valeo Financial Advisors, LLC | $468.1K | 18,713 | 0.01% | 11q | +4.0%+$18.0K |
| MJT & Associates Financial Advisory Group, Inc. | $453.4K | 9,031 | 0.29% | 7q | HELD |
| Veery Capital, LLC | $435.2K | 8,668 | 0.12% | 12q | HELD |
| ROCKLAND TRUST CO | $410.3K | 8,171 | 0.02% | new | NEW |
| FINANCIAL MANAGEMENT NETWORK INC | $359.2K | 7,108 | 0.05% | 2q | -48.1%-$332.6K |
| Castle Rock Wealth Management, LLC | $341.7K | 6,759 | 0.06% | 5q | +0.5%+$1.8K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $335.2K | 6,676 | 0.24% | 4q | -13.2%-$50.9K |
| Midwest Financial Partners Investments, Inc. | $314.8K | 6,270 | 0.12% | 4q | HELD |
| DIVERSIFIED MANAGEMENT INC | $314.2K | 6,258 | 0.05% | 4q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $269.5K | 5,367 | 0.03% | 4q | HELD |
| Castleview Partners, LLC | $264.9K | 5,276 | 0.12% | 5q | +11.4%+$27.2K |
| Intelligence Driven Advisers, LLC | $218.0K | 4,342 | 0.04% | 2q | HELD |
| Emergent Wealth Advisors, LLC | $208.0K | 4,143 | 0.11% | 2q | HELD |
| Planning Strategies Inc. | $148.1K | 2,949 | 0.09% | 2q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $61.8K | 1,231 | 0.00% | 23q | -9.5%-$6.5K |
| Wealth Enhancement Trust Services, Inc. | $52.6K | 1,047 | 0.01% | 4q | -50.4%-$53.4K |
| GK Wealth Management LLC | $39.6K | 789 | 0.02% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $27.3K | 544 | 0.00% | 5q | HELD |
| Horizons Wealth Management | $25.0K | 498 | 0.02% | 13q | HELD |
| Davis Capital Management | $20.3K | 404 | 0.01% | 11q | HELD |
| MassMutual Private Wealth & Trust, FSB | $13.0K | 259 | 0.00% | 9q | HELD |
| Bullock Wealth Management Group | $3.4K | 68 | 0.00% | 11q | HELD |
| CX Institutional | $222 | 4,430 | 0.01% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 70 | $706.6M | 14,085,051 | 2 | 23 | 23 | 0.0% |
| Q2 2026 | 1,236 | $32.8B | 650,484,195 | 91 | 490 | 367 | 0.1% |
| Q1 2026 | 1,202 | $30.3B | 662,691,262 | 95 | 440 | 363 | 0.0% |
| Q4 2025 | 1,162 | $27.1B | 610,730,047 | 68 | 472 | 286 | 0.0% |
| Q3 2025 | 1,071 | $24.3B | 568,673,225 | 81 | 403 | 307 | 0.0% |
| Q2 2025 | 1,050 | $21.8B | 539,754,822 | 92 | 413 | 347 | 0.0% |
| Q1 2025 | 994 | $18.8B | 514,985,736 | 76 | 355 | 334 | 0.0% |
| Q4 2024 | 973 | $17.2B | 502,850,882 | 63 | 403 | 256 | 0.0% |
| Q3 2024 | 894 | $17.2B | 458,970,340 | 59 | 324 | 297 | 0.0% |
| Q2 2024 | 877 | $16.1B | 458,830,674 | 54 | 389 | 231 | 0.0% |
| Q1 2024 | 853 | $16.3B | 454,232,521 | 55 | 310 | 288 | 0.0% |
| Q4 2023 | 844 | $14.8B | 437,065,994 | 77 | 303 | 260 | 0.0% |
| Q3 2023 | 755 | $12.9B | 416,627,910 | 57 | 288 | 244 | 0.0% |
| Q2 2023 | 735 | $12.8B | 392,997,328 | 54 | 288 | 254 | 0.0% |
| Q1 2023 | 709 | $12.0B | 374,431,703 | 70 | 242 | 262 | 0.0% |
| Q4 2022 | 688 | $10.0B | 340,980,100 | 70 | 255 | 217 | 0.0% |
| Q3 2022 | 620 | $7.6B | 295,507,731 | 48 | 265 | 190 | 0.0% |
| Q2 2022 | 641 | $8.0B | 278,493,072 | 55 | 274 | 196 | 0.0% |
| Q1 2022 | 638 | $9.3B | 272,814,613 | 43 | 303 | 171 | 0.0% |
| Q4 2021 | 648 | $9.1B | 248,981,114 | 44 | 302 | 123 | 0.0% |
| Q3 2021 | 547 | $8.0B | 220,986,832 | 25 | 270 | 125 | 0.0% |
| Q2 2021 | 556 | $7.7B | 209,907,350 | 47 | 262 | 140 | 0.0% |
| Q1 2021 | 530 | $6.9B | 196,080,806 | 58 | 212 | 156 | 0.0% |
| Q4 2020 | 484 | $5.8B | 172,386,984 | 49 | 188 | 134 | 0.0% |
| Q3 2020 | 413 | $5.1B | 173,600,595 | 37 | 161 | 136 | 0.0% |
| Q2 2020 | 408 | $4.8B | 174,987,069 | 55 | 172 | 136 | 0.0% |
| Q1 2020 | 394 | $3.2B | 131,160,095 | 46 | 174 | 134 | 0.0% |
| Q4 2019 | 409 | $3.3B | 106,013,074 | 50 | 168 | 91 | 0.0% |
| Q3 2019 | 321 | $2.5B | 85,404,885 | 45 | 162 | 78 | 0.0% |
| Q2 2019 | 307 | $2.7B | 91,921,009 | 31 | 149 | 79 | 0.0% |
| Q1 2019 | 298 | $2.9B | 99,086,908 | 30 | 163 | 64 | 0.0% |
| Q4 2018 | 288 | $2.1B | 79,416,321 | 2 | 9 | 5 | 0.0% |