CWB — Spdr Series Trust 机构持仓 · 2026年Q3

Name: 谁持有 CWB？36 家机构、4,792 万美元（2026年Q3）
Creator: ko.io

谁持有 Spdr Series Trust（CWB）？2026年Q3（报告期截至 2026-09-30）共有 36 家机构在 SEC 13F 申报中报告持有，合计 4,791.84 万美元。前几大持有机构：Paladin Partners, LLC（920.00 万美元）、Baron Financial Group, LLC（720.00 万美元）、David J Yvars Group（700.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30