SPDW — Spdr Index Shs Fds Institutional Holders · Q3 2026

Name: Who Owns SPDW? 74 Institutions Hold $707M (Q3 2026)
Creator: ko.io

Who owns Spdr Index Shs Fds (SPDW)? 74 institutions reported holding $706.81M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($108.4M), Peterson Wealth Advisors, LLC ($103.1M), Confluence Investment Management LLC ($71.3M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$108.4M	2.2M	Trimmed
2	Peterson Wealth Advisors, LLC	$103.1M	2.1M	Added
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	$71.3M	1.4M	Trimmed
4	Boston Standard Wealth Management, LLC	$47.6M	948,310	Added
5	Farther Finance Advisors, LLC	$41.0M	817,426	Added
6	SigFig Wealth Management, LLC	$40.4M	804,423	Added
7	First Heartland Consultants, Inc.	$38.7M	769,786	Added
8	RFG - Bristol Wealth Advisors, LLC	$33.0M	657,308	Added
9	BRIGHTON SECURITIES CORP.	$26.8M	534,162	Added
10	Apella Capital, LLC	$24.0M	480,245	Trimmed
11	WALLER FINANCIAL PLANNING GROUP, INC	$13.9M	276,043	Trimmed
12	Montz Harcus Wealth Management LLC	$13.7M	272,413	Added
13	Boltwood Capital Management	$13.6M	270,470	Trimmed
14	Delta Wealth Advisors LLC	$13.1M	260,918	Added
15	Rosenberg Matthew Hamilton	$13.0M	258,304	Trimmed
16	Partnership Wealth Management, LLC	$10.6M	210,736	Trimmed
17	LEGACY SOLUTIONS, LLC	$10.0M	198,997	Added
18	INTEGRATED CAPITAL MANAGEMENT, INC.	$9.5M	188,815	Trimmed
19	YHB Investment Advisors, Inc.	$9.1M	181,758	Added
20	Venture Visionary Partners LLC	$6.7M	132,709	Added
21	Balefire, LLC	$6.3M	125,500	Added
22	Heartwood Wealth Advisors LLC	$5.5M	110,375	Hold
23	COLTON GROOME FINANCIAL ADVISORS, LLC	$5.0M	100,103	Trimmed
24	ECLECTIC ASSOCIATES INC /ADV	$4.0M	80,007	Trimmed
25	PUFF WEALTH MANAGEMENT, LLC	$3.3M	64,948	Trimmed

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