# SPDR INDEX SHS FDS (SPDW)

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

- Reporting holders: 70
- Reported value: $706.6M
- 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 |
|---|---|---|---|---|
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $108.4M | 2,158,701 | 1.5% | 32 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $103.1M | 2,053,612 | 12.0% | 32 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $71.3M | 1,419,786 | 1.2% | 6 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $47.6M | 948,310 | 6.8% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $41.0M | 817,426 | 0.3% | 15 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $40.4M | 804,423 | 1.0% | 32 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $38.7M | 769,786 | 2.6% | 13 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $33.0M | 657,308 | 7.9% | 7 |
| [BRIGHTON SECURITIES CORP.](https://holderbook.com/funds/14213-brighton-securities-corp/) | $26.8M | 534,162 | 11.2% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $24.0M | 480,245 | 0.3% | 21 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $13.9M | 276,043 | 2.8% | 32 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $13.7M | 272,413 | 4.8% | 20 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $13.6M | 270,470 | 3.1% | 29 |
| [Delta Wealth Advisors LLC](https://holderbook.com/funds/1970701-delta-wealth-advisors-llc/) | $13.1M | 260,918 | 9.0% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $13.0M | 258,304 | 2.3% | 27 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $10.6M | 210,736 | 7.5% | 12 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $10.0M | 198,997 | 7.6% | 8 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $9.5M | 188,815 | 6.8% | 23 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $9.1M | 181,758 | 0.6% | 25 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $6.7M | 132,709 | 0.2% | 16 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $6.3M | 125,500 | 1.0% | 26 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $5.5M | 110,375 | 0.4% | 28 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $5.0M | 100,103 | 1.2% | 29 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $4.0M | 80,007 | 0.4% | 24 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $3.3M | 64,948 | 3.1% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 70 | $706.6M |
| Q2 2026 | 1,236 | $32.8B |
| Q1 2026 | 1,202 | $30.3B |
| Q4 2025 | 1,162 | $27.1B |
| Q3 2025 | 1,071 | $24.3B |
| Q2 2025 | 1,050 | $21.8B |
| Q1 2025 | 994 | $18.8B |
| Q4 2024 | 973 | $17.2B |
| Q3 2024 | 894 | $17.2B |
| Q2 2024 | 877 | $16.1B |
| Q1 2024 | 853 | $16.3B |
| Q4 2023 | 844 | $14.8B |