31 tracked 13F filers disclose a position in SPBW as of the latest SEC 13F filings, a combined $52.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $12.1M | 446K | ▲+18% Added · +69K sh | Q1 2026 | |
| 2 | ALLIANZ SE | $7.5M | 277K | ▼−18% Reduced · −60K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $6.8M | 236K | ▲+31% Added · +56K sh | Q2 2026 | |
| 4 | INDEPENDENT FINANCIAL GROUP, LLC | $5.5M | 193K | ▲+17% Added · +28K sh | Q2 2026 | |
| 5 | EVOLUTION WEALTH MANAGEMENT INC. | $4.2M | 145K | ▲+16% Added · +20K sh | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | $3.7M | 129K | ▲+12% Added · +14K sh | Q2 2026 | |
| 7 | HUNTINGTON NATIONAL BANK | $2.3M | 80K | ▼−1.2% Reduced · −969 sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $1.3M | 47K | ▲+26% Added · +10K sh | Q1 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $973K | 36K | ▲New +36K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $813K | 30K | ▲New +30K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $809K | 30K | ▲+38% Added · +8K sh | Q1 2026 | |
| 12 | CENTAURUS FINANCIAL, INC. | $841K | 29K | ▲+25% Added · +6K sh | Q2 2026 | |
| 13 | Compound Planning, Inc. | $601K | 21K | —Held | Q2 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $566K | 21K | ▲+38% Added · +6K sh | Q1 2026 | |
| 15 | Castle Rock Wealth Management, LLC | $574K | 20K | ▼−0.5% Reduced · −101 sh | Q2 2026 | |
| 16 | CreativeOne Wealth, LLC | $507K | 18K | ▲+4.3% Added · +726 sh | Q2 2026 | |
| 17 | BridgePort Financial Solutions, LLC | $426K | 15K | ▲+25% Added · +3K sh | Q2 2026 | |
| 18 | Mosley Wealth Management | $378K | 13K | ▲13× Added · +12K sh | Q2 2026 | |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $312K | 11K | ▲+19% Added · +2K sh | Q2 2026 | |
| 20 | Diversify Advisory Services, LLC | $312K | 11K | ▲New +11K sh | Q2 2026 | |
| 21 | Carmel Capital Partners, LLC | $281K | 10K | ▲New +10K sh | Q2 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $249K | 9K | ▲New +9K sh | Q1 2026 | |
| 23 | Strategic Financial Concepts, LLC | $240K | 8K | —Held | Q2 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $231K | 8K | ▼−9.4% Reduced · −841 sh | Q2 2026 | |
| 25 | Patriot Financial Group Insurance Agency, LLC | $216K | 8K | ▼−50% Reduced · −8K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in SPBW and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $1.6B |
| NVIDIA CORPNVDA | 13 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $612.6M |
| TESLA INCTSLA | 13 funds | $223.0M |
| APPLE INCAAPL | 12 funds | $924.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $871.6M |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $737.3M |
| AMAZON.COM INCAMZN | 12 funds | $515.4M |
| MICROSOFT CORPMSFT | 12 funds | $478.4M |
| ALPHABET INC-CL AGOOGL | 12 funds | $406.8M |
| ALPHABET INC-CL CGOOG | 12 funds | $380.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 12 funds | $257.8M |
Ranked by how many of SPBW's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| OCTWmc | 83 funds | $353.0M |
| JANWmc | 79 funds | $246.4M |
| DECWmc | 76 funds | $137.6M |
| JUNWmc | 71 funds | $137.3M |
| JULWmc | 66 funds | $205.0M |
| MAYWUS LAGCP B20 MAY | 65 funds | $136.6M |
| APRWmc | 59 funds | $142.1M |
| FEBWmc | 58 funds | $90.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SPBW
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SPBW/capital-change-brief"
Use Arkolith's capital_change_brief for SPBW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SPBW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.