SPDR SERIES TRUST (BWZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
71
Reporting holders
$186.0M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | $31.1M | 1,163,836 | 1.91% | 19q | +4.3%+$1.3M |
| GOLDMAN SACHS GROUP INC | $23.0M | 859,973 | 0.00% | new | NEW |
| Checchi Capital Advisers, LLC | $16.5M | 618,247 | 0.75% | 24q | -3.5%-$605.4K |
| Cresset Asset Management, LLC | $8.1M | 304,464 | 0.03% | 5q | -1.7%-$141.7K |
| Walkner Condon Financial Advisors LLC | $7.3M | 274,306 | 0.84% | 24q | +8.6%+$581.3K |
| LAM GROUP, INC. | $7.1M | 264,206 | 3.51% | 3q | +20.3%+$1.2M |
| UBS Group AG | $7.0M | 262,757 | 0.00% | 31q | +36.2%+$1.9M |
| Empowered Funds, LLC | $6.3M | 236,428 | 0.03% | new | NEW |
| IEQ CAPITAL, LLC | $6.0M | 224,699 | 0.03% | 5q | HELD |
| BLVD Private Wealth, LLC | $5.9M | 221,479 | 4.40% | 2q | +6.5%+$361.3K |
| ROYAL BANK OF CANADA | $5.7M | 214,513 | 0.00% | 31q | +0.8%+$43.9K |
| DMC Group, LLC | $5.3M | 199,152 | 3.65% | 5q | +11.8%+$564.3K |
| MORGAN STANLEY | $4.3M | 162,110 | 0.00% | 35q | HELD |
| Creative Planning | $3.6M | 136,069 | 0.00% | 23q | +5.6%+$194.2K |
| Clarity Asset Management, Inc. | $3.6M | 133,731 | 1.75% | 5q | -24.3%-$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $3.3M | 123,852 | 0.00% | 31q | +10.2%+$307.0K |
| CFG Wealth Management Services, Inc. | $3.1M | 113,466 | 2.89% | 3q | HELD |
| Patriot Financial Group Insurance Agency, LLC | $2.7M | 102,347 | 0.28% | 5q | -46.5%-$2.4M |
| Quantinno Capital Management LP | $2.7M | 99,925 | 0.00% | 6q | -1.1%-$29.6K |
| LPL Financial LLC | $2.7M | 99,563 | 0.00% | 5q | +699.3%+$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 99,478 | 0.00% | 31q | +1.3%+$33.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $2.3M | 86,641 | 0.04% | 2q | -62.5%-$3.9M |
| OSAIC HOLDINGS, INC. | $2.3M | 85,508 | 0.00% | 26q | -23.9%-$717.3K |
| STUDIO INVESTMENT MANAGEMENT LLC | $2.0M | 76,055 | 0.34% | 6q | +4.9%+$94.8K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 67,162 | 0.00% | 31q | -24.8%-$591.8K |
| Rockefeller Capital Management L.P. | $1.8M | 66,365 | 0.00% | 5q | -39.3%-$1.2M |
| Cetera Investment Advisers | $1.6M | 60,278 | 0.00% | 6q | -8.8%-$155.6K |
| MML INVESTORS SERVICES, LLC | $1.3M | 48,070 | 0.00% | 31q | +43.1%+$387.2K |
| Park Edge Advisors, LLC | $1.3M | 47,048 | 0.27% | 3q | -0.8%-$10.5K |
| MASTER'S WEALTH MANAGEMENT INC. | $1.2M | 46,424 | 0.37% | 7q | -16.8%-$251.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $928.4K | 34,706 | 0.00% | 30q | +81.4%+$416.6K |
| Legacy Wealth Asset Management, LLC | $818.1K | 30,582 | 0.18% | 23q | +3.0%+$24.2K |
| WELLS FARGO & COMPANY/MN | $799.0K | 29,870 | 0.00% | 31q | -57.8%-$1.1M |
| Cerity Partners OCIO LLC | $705.4K | 26,371 | 0.04% | 3q | -18.5%-$160.4K |
| Belpointe Asset Management LLC | $697.6K | 26,079 | 0.02% | 5q | -6.4%-$47.3K |
| NerdWallet Wealth Partners, LLC | $626.5K | 23,421 | 0.22% | 2q | +15.7%+$85.2K |
| Lunt Capital Management, Inc. | $615.8K | 23,020 | 0.23% | 13q | +0.9%+$5.8K |
| DF DENT & CO INC | $596.5K | 22,300 | 0.01% | 6q | HELD |
| CITADEL ADVISORS LLC | $579.4K | 21,658 | 0.00% | 2q | -41.0%-$402.0K |
| SATOVSKY ASSET MANAGEMENT LLC | $544.0K | 20,335 | 0.09% | 5q | +0.5%+$2.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $498.9K | 18,649 | 0.02% | 29q | +17.5%+$74.5K |
| Haverford Trust Co | $493.2K | 18,439 | 0.00% | 5q | HELD |
| Empirical Asset Management, LLC | $492.1K | 18,397 | 0.11% | 3q | +24.8%+$97.7K |
| HighTower Advisors, LLC | $467.5K | 17,477 | 0.00% | new | NEW |
| Pinnacle Financial Partners, Inc. | $424.9K | 15,884 | 0.00% | 3q | HELD |
| Financial Management Professionals, Inc. | $394.0K | 14,726 | 0.04% | 14q | -98.4%-$24.1M |
| Purpose Unlimited Inc. | $367.1K | 13,505 | 0.01% | 3q | -4.0%-$15.4K |
| FIDUCIARY FINANCIAL GROUP, LLC | $328.5K | 12,282 | 0.04% | 4q | HELD |
| Csenge Advisory Group | $296.1K | 11,071 | 0.01% | 2q | +42.8%+$88.7K |
| Destination Wealth Management | $275.2K | 10,287 | 0.01% | new | NEW |
| Martin Capital Partners, LLC | $257.7K | 9,632 | 0.09% | 31q | -2.0%-$5.3K |
| Cerity Partners LLC | $212.7K | 7,950 | 0.00% | 5q | HELD |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $207.3K | 7,748 | 0.11% | new | NEW |
| LFA - Lugano Financial Advisors SA | $183.6K | 7,271 | 0.11% | 18q | HELD |
| FIFTH THIRD BANCORP | $133.5K | 4,991 | 0.00% | 2q | -7.1%-$10.2K |
| Allworth Financial LP | $72.5K | 2,710 | 0.00% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $27.7K | 1,036 | 0.00% | 7q | HELD |
| ASSETMARK, INC | $11.8K | 440 | 0.00% | 24q | +3.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.8K | 368 | 0.00% | 4q | +0.5% |
| CARDIFF PARK ADVISORS, LLC | $8.7K | 325 | 0.00% | 19q | HELD |
| Transamerica Financial Advisors, LLC | $8.4K | 314 | 0.00% | 5q | -56.2%-$10.8K |
| Integrated Wealth Concepts LLC | $8.2K | 308 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $4.5K | 168 | 0.00% | 9q | HELD |
| Elevated Capital Advisors, LLC | $4.2K | 158 | 0.00% | 3q | HELD |
| Caldwell Trust Co | $3.3K | 125 | 0.00% | 27q | HELD |
| FMR LLC | $3.0K | 113 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $3.0K | 111 | 0.00% | 6q | +12.1% |
| Farther Finance Advisors, LLC | $2.1K | 79 | 0.00% | 8q | HELD |
| Palisades Hudson Asset Management, L.P. | $569 | 21,259 | 0.20% | 31q | +5.7% |
| HRT FINANCIAL LP | $253 | 9,489 | 0.00% | 2q | +17.2% |
| Janney Montgomery Scott LLC | $201 | 7,519 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $187 | 8 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $54 | 2 | 0.00% | 15q | HELD |
| EASTERN BANK | $27 | 1 | 0.00% | 8q | HELD |
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 | 71 | $186.0M | 6,951,069 | 7 | 24 | 21 | 0.0% |
| Q1 2026 | 72 | $292.1M | 11,106,577 | 11 | 29 | 17 | 0.0% |
| Q4 2025 | 72 | $253.1M | 9,235,576 | 10 | 20 | 22 | 0.0% |
| Q3 2025 | 64 | $238.5M | 8,574,971 | 7 | 24 | 20 | 0.0% |
| Q2 2025 | 72 | $349.2M | 12,440,210 | 34 | 21 | 4 | 0.0% |
| Q1 2025 | 37 | $111.1M | 4,232,432 | 7 | 10 | 8 | 0.0% |
| Q4 2024 | 38 | $81.3M | 3,210,634 | 6 | 7 | 17 | 0.0% |
| Q3 2024 | 35 | $79.9M | 2,902,645 | 6 | 10 | 9 | 0.0% |
| Q2 2024 | 30 | $104.6M | 4,077,884 | 3 | 10 | 7 | 0.0% |
| Q1 2024 | 33 | $95.2M | 3,610,539 | 4 | 9 | 11 | 0.0% |
| Q4 2023 | 30 | $93.8M | 3,425,060 | 5 | 7 | 12 | 0.0% |
| Q3 2023 | 29 | $84.4M | 3,276,541 | 1 | 7 | 13 | 0.0% |
| Q2 2023 | 34 | $100.4M | 3,757,440 | 2 | 10 | 10 | 0.0% |
| Q1 2023 | 38 | $90.8M | 3,327,793 | 3 | 11 | 11 | 0.0% |
| Q4 2022 | 42 | $115.7M | 4,272,605 | 6 | 9 | 14 | 0.0% |
| Q3 2022 | 43 | $130.6M | 5,241,762 | 2 | 12 | 13 | 0.0% |
| Q2 2022 | 48 | $159.8M | 5,941,850 | 4 | 14 | 19 | 0.0% |
| Q1 2022 | 48 | $165.4M | 5,697,244 | 2 | 19 | 14 | 0.0% |
| Q4 2021 | 49 | $151.0M | 4,968,990 | 3 | 15 | 13 | 0.0% |
| Q3 2021 | 42 | $161.7M | 5,201,933 | 3 | 19 | 8 | 0.0% |
| Q2 2021 | 43 | $164.6M | 5,185,885 | 6 | 23 | 5 | 0.0% |
| Q1 2021 | 41 | $156.2M | 4,955,846 | 5 | 19 | 10 | 0.0% |
| Q4 2020 | 44 | $166.7M | 5,083,109 | 7 | 14 | 12 | 0.0% |
| Q3 2020 | 39 | $167.7M | 5,341,598 | 6 | 16 | 9 | 0.0% |
| Q2 2020 | 37 | $152.8M | 5,006,642 | 5 | 12 | 13 | 0.0% |
| Q1 2020 | 38 | $120.7M | 4,069,141 | 3 | 17 | 8 | 0.0% |
| Q4 2019 | 40 | $169.8M | 5,500,706 | 9 | 13 | 9 | 0.0% |
| Q3 2019 | 32 | $179.7M | 5,931,883 | 4 | 12 | 7 | 0.0% |
| Q2 2019 | 39 | $174.7M | 5,621,617 | 2 | 9 | 12 | 0.0% |
| Q1 2019 | 48 | $174.1M | 5,699,439 | 6 | 12 | 16 | 0.0% |
| Q4 2018 | 47 | $193.2M | 6,293,644 | 2 | 1 | 1 | 0.0% |