GWX — Spdr Index Shs Fds Institutional Holders · Q3 2026
Who owns Spdr Index Shs Fds (GWX)? 14 institutions reported holding $10.64M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RTD Financial Advisors, Inc. ($5.5M), Roan Capital Partners ($1.5M), Balefire, LLC ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RTD Financial Advisors, Inc. | $5.5M | 120,797 | Trimmed |
| 2 | Roan Capital Partners | $1.5M | 33,529 | Added |
| 3 | Balefire, LLC | $1.3M | 27,855 | Added |
| 4 | CAMELOT TECHNOLOGY ADVISORS, INC. | $767,358 | 16,839 | Hold |
| 5 | Boston Standard Wealth Management, LLC | $407,822 | 8,949 | Trimmed |
| 6 | ECLECTIC ASSOCIATES INC /ADV | $325,712 | 7,148 | Hold |
| 7 | Apeiron RIA LLC | $245,151 | 5,400 | Added |
| 8 | Apella Capital, LLC | $226,002 | 4,969 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $200,620 | 4,395 | Added |
| 10 | CoreCap Advisors, LLC | $72,046 | 1,581 | Trimmed |
| 11 | GAMMA Investing LLC | $46,800 | 1,027 | Hold |
| 12 | GK Wealth Management LLC | $21,912 | 481 | New |
| 13 | ATWOOD & PALMER INC | $21,008 | 461 | New |
| 14 | Hickory Point Bank & Trust | $4,557 | 100 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30