RWO — Spdr Index Shs Fds Institutional Holders · Q3 2026
Who owns Spdr Index Shs Fds (RWO)? 8 institutions reported holding $10.31M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($6.6M), Boltwood Capital Management ($1.8M), Sincerus Advisory, LLC ($792,569).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $6.6M | 141,835 | Trimmed |
| 2 | Boltwood Capital Management | $1.8M | 39,785 | Added |
| 3 | Sincerus Advisory, LLC | $792,569 | 17,081 | Added |
| 4 | Apella Capital, LLC | $568,753 | 12,437 | Trimmed |
| 5 | FC Advisory LLC | $349,742 | 7,538 | Added |
| 6 | CoreCap Advisors, LLC | $119,248 | 2,570 | Trimmed |
| 7 | FIRST COMMUNITY TRUST NA | $41,760 | 900 | Hold |
| 8 | Farther Finance Advisors, LLC | $13,549 | 292 | Added |
Source: SEC Form 13F filings · as of 2026-09-30