# SPDR SERIES TRUST (BWX)

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

- Reporting holders: 8
- Reported value: $14.8M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.5M | 448,827 | 0.1% | 8 |
| [Baron Financial Group, LLC](https://holderbook.com/funds/1832093-baron-financial-group-llc/) | $3.8M | 177,376 | 1.8% | 25 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $486.5K | 22,968 | 0.0% | 4 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $394.5K | 18,627 | 0.0% | 24 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $249.8K | 11,793 | 0.2% | 8 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $248.1K | 11,712 | 0.2% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $193.3K | 9,125 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.4K | 396 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $14.8M |
| Q2 2026 | 157 | $760.9M |
| Q1 2026 | 161 | $883.7M |
| Q4 2025 | 164 | $684.3M |
| Q3 2025 | 151 | $834.6M |
| Q2 2025 | 153 | $945.8M |
| Q1 2025 | 128 | $573.3M |
| Q4 2024 | 132 | $538.4M |
| Q3 2024 | 125 | $608.2M |
| Q2 2024 | 125 | $585.3M |
| Q1 2024 | 127 | $672.7M |
| Q4 2023 | 137 | $705.4M |