# SPDR SERIES TRUST (CWB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CWB/

- Reporting holders: 32
- Reported value: $47.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $9.2M | 90,673 | 5.6% | 2 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $7.2M | 71,101 | 3.5% | 25 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $7.0M | 69,141 | 3.2% | 24 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $3.7M | 36,344 | 1.1% | 16 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $3.6M | 35,612 | 1.4% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.3M | 23,116 | 0.0% | 14 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $2.1M | 20,978 | 0.3% | 31 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $1.9M | 18,743 | 0.1% | 20 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $1.4M | 14,317 | 0.4% | 6 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $1.4M | 13,908 | 1.0% | 4 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $1.2M | 11,566 | 0.1% | 32 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.2M | 11,546 | 0.2% | 30 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $961.2K | 9,500 | 0.5% | 8 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $919.7K | 9,090 | 0.0% | 17 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $762.0K | 7,531 | 0.7% | 7 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $557.7K | 5,512 | 0.0% | 26 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $383.9K | 3,794 | 0.0% | 7 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $357.7K | 3,535 | 0.0% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $324.4K | 3,206 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $321.8K | 3,180 | 0.0% | 19 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $234.6K | 2,319 | 0.0% | 22 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $152.6K | 1,509 | 0.1% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $151.8K | 1,500 | 0.0% | 9 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $95.9K | 949 | 0.0% | 11 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $82.3K | 813 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $47.8M |
| Q2 2026 | 571 | $4.0B |
| Q1 2026 | 528 | $2.7B |
| Q4 2025 | 511 | $3.1B |
| Q3 2025 | 488 | $3.2B |
| Q2 2025 | 470 | $2.7B |
| Q1 2025 | 470 | $2.7B |
| Q4 2024 | 520 | $3.9B |
| Q3 2024 | 458 | $2.2B |
| Q2 2024 | 441 | $2.0B |
| Q1 2024 | 465 | $2.5B |
| Q4 2023 | 460 | $2.4B |