CWB — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns CWB? 36 Institutions Hold $47.9M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (CWB)? 36 institutions reported holding $47.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Paladin Partners, LLC ($9.2M), Baron Financial Group, LLC ($7.2M), David J Yvars Group ($7.0M).

Rank	Institution	Value	Shares	Change
1	Paladin Partners, LLC	$9.2M	90,673	Added
2	Baron Financial Group, LLC	$7.2M	71,101	Trimmed
3	David J Yvars Group	$7.0M	69,141	Added
4	HF Advisory Group, LLC	$3.7M	36,344	Added
5	Aletheian Wealth Advisors LLC	$3.6M	35,612	Added
6	Farther Finance Advisors, LLC	$2.3M	23,116	Added
7	Montecito Bank & Trust	$2.1M	20,978	Added
8	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$1.9M	18,743	Hold
9	Worth Asset Management, LLC	$1.4M	14,317	Trimmed
10	GILPIN WEALTH MANAGEMENT, LLC	$1.4M	13,908	Trimmed
11	Insight Wealth Strategies, LLC	$1.2M	11,566	Added
12	Investors Research Corp	$1.2M	11,546	Trimmed
13	Lee-Kelleher Wealth Management	$961,210	9,500	Hold
14	ROCKLAND TRUST CO	$919,726	9,090	Hold
15	Retireful, LLC	$761,987	7,531	Added
16	RVW Wealth, LLC	$557,704	5,512	Hold
17	First Heartland Consultants, Inc.	$383,877	3,794	Trimmed
18	Galvin, Gaustad & Stein, LLC	$357,740	3,535	Trimmed
19	Breakwater Capital Group	$324,383	3,206	Trimmed
20	CoreCap Advisors, LLC	$321,752	3,180	Trimmed
21	Avidian Wealth Enterprises, LLC	$234,637	2,319	Trimmed
22	GK Wealth Management LLC	$152,609	1,509	New
23	EASTERN BANK	$151,770	1,500	Hold
24	CX Institutional	$139,000	1,373	Trimmed
25	Bullock Wealth Management Group	$95,933	949	Added

Source: SEC Form 13F filings · as of 2026-09-30