SPDR SERIES TRUST (BWX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
150
Reporting holders
$697.9M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cerity Partners OCIO LLC | $169.4M | 7,812,961 | 8.57% | 9q | +10.2%+$15.7M |
| CI INVESTMENTS INC. | $96.2M | 4,435,253 | 0.31% | 2q | -31.9%-$45.1M |
| MORGAN STANLEY | $74.7M | 3,443,678 | 0.00% | 35q | +6.8%+$4.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $37.7M | 1,740,387 | 0.03% | 24q | -31.9%-$17.7M |
| Checchi Capital Advisers, LLC | $31.4M | 1,446,266 | 1.41% | 31q | +0.9%+$271.6K |
| Creative Planning | $27.2M | 1,256,828 | 0.02% | 31q | -7.0%-$2.0M |
| JANE STREET GROUP, LLC | $21.7M | 1,000,518 | 0.00% | 10q | -65.7%-$41.6M |
| GOULD ASSET MANAGEMENT LLC /CA/ | $16.4M | 755,142 | 2.58% | 4q | +4.4%+$688.4K |
| TECTONIC ADVISORS LLC | $16.1M | 744,825 | 0.78% | 23q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $15.1M | 697,184 | 0.00% | 31q | -19.7%-$3.7M |
| LEUTHOLD GROUP, LLC | $11.5M | 531,295 | 1.16% | 31q | -35.9%-$6.5M |
| Walkner Condon Financial Advisors LLC | $10.7M | 494,885 | 1.23% | 24q | +1.9%+$196.4K |
| BANK OF AMERICA CORP /DE/ | $10.2M | 469,476 | 0.00% | 31q | -12.0%-$1.4M |
| CITIGROUP INC | $10.1M | 466,784 | 0.00% | 31q | +4.8%+$463.8K |
| LPL Financial LLC | $9.1M | 419,399 | 0.00% | 31q | -6.4%-$621.2K |
| Net Worth Advisory Group | $8.3M | 384,335 | 2.10% | 8q | -1.8%-$153.2K |
| Financial Engines Advisors L.L.C. | $7.8M | 360,232 | 0.01% | 19q | -3.7%-$298.8K |
| Ackerman Capital Advisors, LLC | $6.9M | 320,396 | 1.40% | 7q | HELD |
| Cetera Investment Advisers | $6.7M | 308,639 | 0.01% | 23q | -4.0%-$278.5K |
| Upper Left Wealth Management, LLC | $6.6M | 306,718 | 3.68% | 19q | -1.8%-$125.3K |
| AMERIPRISE FINANCIAL INC | $6.5M | 302,158 | 0.00% | 31q | -55.9%-$8.3M |
| PNC Financial Services Group, Inc. | $5.2M | 239,631 | 0.00% | 31q | -0.9%-$47.6K |
| NewSquare Capital LLC | $5.1M | 235,237 | 0.38% | 4q | +7.4%+$352.6K |
| ASSETMARK, INC | $5.1M | 233,512 | 0.01% | 31q | +13.0%+$583.5K |
| ALLIANCEBERNSTEIN L.P. | $4.8M | 219,917 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $4.4M | 203,525 | 0.01% | 31q | -27.5%-$1.7M |
| MACKENZIE FINANCIAL CORP | $3.8M | 173,005 | 0.00% | 31q | HELD |
| Baron Financial Group, LLC | $3.6M | 164,521 | 1.70% | 24q | +10.5%+$338.9K |
| JONES FINANCIAL COMPANIES LLLP | $3.3M | 153,742 | 0.00% | 31q | +33.4%+$837.3K |
| WELLS FARGO & COMPANY/MN | $3.1M | 144,539 | 0.00% | 31q | -62.2%-$5.2M |
| UBS Group AG | $3.0M | 140,360 | 0.00% | 31q | +40.3%+$873.9K |
| Foundations Investment Advisors, LLC | $2.8M | 131,343 | 0.03% | 4q | +15.8%+$389.2K |
| Cerity Partners LLC | $2.6M | 121,120 | 0.00% | 11q | +24.1%+$510.2K |
| Redhawk Wealth Advisors, Inc. | $2.5M | 113,499 | 0.24% | 2q | +19.0%+$392.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 107,906 | 0.00% | 4q | +557.6%+$2.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.3M | 104,177 | 0.00% | 8q | +97.2%+$1.1M |
| Quent Capital, LLC | $2.2M | 102,400 | 0.14% | 19q | -1.4%-$31.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 93,520 | 0.00% | 31q | -15.0%-$357.7K |
| Farther Finance Advisors, LLC | $2.0M | 92,550 | 0.02% | 7q | +789.0%+$1.8M |
| OSAIC HOLDINGS, INC. | $1.8M | 82,586 | 0.00% | 26q | -5.6%-$106.8K |
| Auour Investments LLC | $1.7M | 79,757 | 0.50% | 13q | +4.0%+$66.7K |
| Main Street Financial Solutions, LLC | $1.7M | 79,487 | 0.11% | 2q | +2.9%+$49.0K |
| CFG Wealth Management Services, Inc. | $1.7M | 74,567 | 1.58% | 3q | HELD |
| Convergence Financial, LLC | $1.5M | 70,836 | 0.12% | 10q | -12.1%-$211.3K |
| ROYAL BANK OF CANADA | $1.4M | 65,940 | 0.00% | 31q | +7.8%+$103.2K |
| Smartleaf Asset Management LLC | $1.4M | 62,479 | 0.04% | 6q | HELD |
| Envestnet Portfolio Solutions, Inc. | $1.2M | 55,618 | 0.01% | 12q | -2.3%-$29.0K |
| Pure Financial Advisors, LLC | $1.1M | 50,436 | 0.01% | 31q | HELD |
| Tennessee Valley Asset Management Partners | $978.8K | 45,147 | 0.11% | 11q | +15.0%+$127.4K |
| STATE STREET CORP | $927.4K | 42,776 | 0.00% | 31q | -96.1%-$22.8M |
| AMG National Trust Bank | $912.8K | 42,105 | 0.02% | 2q | +4.1%+$36.1K |
| Pathstone Holdings, LLC | $906.4K | 41,806 | 0.00% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $887.4K | 40,929 | 0.00% | 7q | -52.1%-$963.9K |
| Family CFO Inc | $776.9K | 35,835 | 0.30% | 2q | -0.8%-$6.2K |
| Legacy Wealth Asset Management, LLC | $763.4K | 35,211 | 0.17% | 23q | +4.3%+$31.5K |
| Fifth Third Securities, Inc. | $737.2K | 34,004 | 0.04% | 12q | +55.9%+$264.3K |
| Csenge Advisory Group | $685.3K | 31,609 | 0.03% | 7q | +93.3%+$330.8K |
| Vontobel Holding Ltd. | $675.2K | 31,145 | 0.00% | 16q | +13.5%+$80.5K |
| PRINCIPAL SECURITIES, INC. | $662.6K | 30,565 | 0.01% | 11q | +13.1%+$76.8K |
| RFG Advisory, LLC | $650.9K | 30,022 | 0.01% | 5q | +30.2%+$150.9K |
| JPMORGAN CHASE & CO | $592.5K | 27,241 | 0.00% | 31q | -92.2%-$7.0M |
| Cresset Asset Management, LLC | $562.1K | 25,926 | 0.00% | 5q | -8.7%-$53.4K |
| OceanIQ Capital, LLC | $558.8K | 25,600 | 0.34% | new | FIRST |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $557.7K | 25,725 | 0.03% | 31q | HELD |
| Coppell Advisory Solutions LLC | $548.2K | 54 | 0.05% | new | NEW |
| Concurrent Investment Advisors, LLC | $544.2K | 25,100 | 0.00% | 3q | +4.7%+$24.6K |
| ECLECTIC ASSOCIATES INC /ADV | $534.6K | 24,658 | 0.06% | 23q | -25.5%-$183.1K |
| RPg Family Wealth Advisory, LLC | $524.7K | 24,202 | 0.05% | 10q | +97.5%+$259.0K |
| CITADEL ADVISORS LLC | $503.8K | 23,240 | 0.00% | 6q | HELD |
| Destination Wealth Management | $479.4K | 22,112 | 0.01% | 3q | +92.7%+$230.7K |
| Atria Investments, Inc | $473.9K | 21,859 | 0.00% | 3q | -5.1%-$25.2K |
| First Heartland Consultants, Inc. | $458.5K | 21,150 | 0.03% | 3q | -5.0%-$24.3K |
| FIFTH THIRD BANCORP | $431.0K | 19,879 | 0.00% | 2q | +9.3%+$36.8K |
| SATOVSKY ASSET MANAGEMENT LLC | $427.1K | 19,698 | 0.07% | 5q | +0.6%+$2.6K |
| CARDIFF PARK ADVISORS, LLC | $399.7K | 18,435 | 0.03% | 19q | HELD |
| Focus Partners Wealth | $383.6K | 17,693 | 0.00% | 2q | +163.3%+$237.9K |
| FIDUCIARY FINANCIAL GROUP, LLC | $373.8K | 17,240 | 0.04% | 5q | -37.6%-$225.4K |
| Proactive Wealth Strategies LLC | $371.0K | 17,115 | 0.06% | 2q | +0.6%+$2.3K |
| Snowden Capital Advisors LLC | $354.6K | 16,357 | 0.01% | 42q | -0.9%-$3.3K |
| Mason Investment Advisory Services, Inc. | $346.8K | 15,995 | 0.01% | new | NEW |
| FSM Wealth Advisors, LLC | $318.7K | 14,700 | 0.03% | 6q | HELD |
| Kestra Advisory Services, LLC | $298.2K | 13,755 | 0.00% | 24q | -30.6%-$131.5K |
| Mariner, LLC | $275.5K | 12,708 | 0.00% | 2q | +24.7%+$54.6K |
| Comprehensive Money Management Services LLC | $265.0K | 12,225 | 0.17% | 2q | +25.8%+$54.4K |
| 4Thought Financial Group Inc. | $262.3K | 12,099 | 0.12% | 22q | +3.6%+$9.1K |
| Post Resch Tallon Group Inc. | $258.9K | 11,943 | 0.18% | 7q | -1.8%-$4.8K |
| World Investment Advisors | $256.1K | 11,673 | 0.00% | 3q | HELD |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $253.1K | 11,676 | 0.17% | 2q | HELD |
| Risk Paradigm Group, LLC | $250.8K | 11,569 | 0.20% | 3q | -1.3%-$3.4K |
| Summit Financial, LLC | $249.3K | 11,499 | 0.00% | 5q | -4.6%-$12.1K |
| Fisher Asset Management, LLC | $245.0K | 11,299 | 0.00% | new | NEW |
| CHOREO, LLC | $238.1K | 10,984 | 0.00% | 5q | -29.9%-$101.4K |
| Prime Capital Investment Advisors, LLC | $233.3K | 10,760 | 0.00% | 4q | +2.6%+$5.9K |
| Realta Investment Advisors | $219.3K | 10,114 | 0.07% | 10q | -2.4%-$5.3K |
| Ausdal Financial Partners, Inc. | $217.1K | 10,015 | 0.01% | 4q | -11.8%-$29.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216.3K | 10,019 | 0.00% | new | NEW |
| EP Wealth Advisors, LLC | $124.5K | 5,742 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $81.8K | 3,771 | 0.00% | 4q | +828.8%+$73.0K |
| FRANKLIN RESOURCES INC | $68.7K | 3,170 | 0.00% | 3q | -8.7%-$6.5K |
| Purpose Unlimited Inc. | $61.4K | 2,794 | 0.00% | 3q | HELD |
Showing the largest 100 of 158 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 150 | $697.9M | 32,184,859 | 18 | 47 | 49 | 0.0% |
| Q1 2026 | 155 | $876.0M | 39,844,599 | 22 | 56 | 49 | 0.0% |
| Q4 2025 | 158 | $681.6M | 30,235,737 | 23 | 55 | 48 | 0.0% |
| Q3 2025 | 146 | $821.9M | 35,447,234 | 20 | 51 | 42 | 0.0% |
| Q2 2025 | 144 | $926.0M | 39,420,744 | 32 | 55 | 32 | 0.0% |
| Q1 2025 | 123 | $567.7M | 25,967,382 | 18 | 37 | 39 | 0.0% |
| Q4 2024 | 123 | $531.9M | 24,966,582 | 16 | 40 | 36 | 0.0% |
| Q3 2024 | 116 | $602.1M | 25,782,423 | 18 | 34 | 33 | 0.0% |
| Q2 2024 | 115 | $579.5M | 27,036,589 | 12 | 43 | 28 | 0.0% |
| Q1 2024 | 119 | $664.9M | 29,899,485 | 17 | 32 | 38 | 0.0% |
| Q4 2023 | 123 | $693.2M | 29,907,983 | 20 | 38 | 34 | 0.0% |
| Q3 2023 | 115 | $583.5M | 27,464,008 | 11 | 33 | 39 | 0.0% |
| Q2 2023 | 113 | $706.1M | 31,298,638 | 15 | 25 | 42 | 0.0% |
| Q1 2023 | 114 | $767.7M | 33,205,083 | 18 | 30 | 39 | 0.0% |
| Q4 2022 | 113 | $688.2M | 30,669,322 | 30 | 35 | 31 | 0.0% |
| Q3 2022 | 126 | $493.1M | 23,657,155 | 17 | 37 | 46 | 0.0% |
| Q2 2022 | 126 | $472.8M | 20,386,612 | 11 | 41 | 45 | 0.0% |
| Q1 2022 | 140 | $447.2M | 17,125,925 | 12 | 38 | 52 | 0.0% |
| Q4 2021 | 152 | $555.4M | 19,666,005 | 11 | 50 | 39 | 0.0% |
| Q3 2021 | 140 | $574.6M | 19,999,863 | 10 | 45 | 39 | 0.0% |
| Q2 2021 | 141 | $524.4M | 17,884,706 | 13 | 40 | 48 | 0.0% |
| Q1 2021 | 148 | $537.4M | 18,443,762 | 18 | 50 | 45 | 0.0% |
| Q4 2020 | 157 | $566.6M | 18,142,538 | 23 | 38 | 47 | 0.0% |
| Q3 2020 | 146 | $513.7M | 17,306,535 | 25 | 40 | 34 | 0.0% |
| Q2 2020 | 129 | $387.9M | 13,414,974 | 13 | 34 | 52 | 0.0% |
| Q1 2020 | 145 | $507.1M | 18,239,066 | 23 | 31 | 60 | 0.0% |
| Q4 2019 | 144 | $580.6M | 20,152,468 | 18 | 43 | 46 | 0.0% |
| Q3 2019 | 139 | $637.4M | 22,208,621 | 13 | 42 | 58 | 0.0% |
| Q2 2019 | 147 | $678.3M | 23,463,432 | 18 | 38 | 60 | 0.0% |
| Q1 2019 | 155 | $647.5M | 23,210,531 | 18 | 41 | 59 | 0.1% |
| Q4 2018 | 162 | $625.6M | 22,646,444 | 4 | 4 | 5 | 0.1% |