SPDW — Spdr Index Shs Fds 机构持仓 · 2026年Q3

Name: 谁持有 SPDW？74 家机构、7.1 亿美元（2026年Q3）
Creator: ko.io

谁持有 Spdr Index Shs Fds（SPDW）？2026年Q3（报告期截至 2026-09-30）共有 74 家机构在 SEC 13F 申报中报告持有，合计 7.07 亿美元。前几大持有机构：Gradient Investments LLC（1.08 亿美元）、Peterson Wealth Advisors, LLC（1.03 亿美元）、Confluence Investment Management LLC（7,130.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30