SPDR SERIES TRUST (CWB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
552
Reporting holders
$3.5B
Reported value
0.9%
Held as options
+37
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $279.0M | 2,588,077 | 0.02% | 31q | -2.5%-$7.1M |
| ENVESTNET ASSET MANAGEMENT INC | $216.2M | 2,004,950 | 0.05% | 31q | +346.2%+$167.7M |
| Howard Capital Management, LLC | $214.9M | 1,993,096 | 2.56% | 13q | +33341.2%+$214.3M |
| LPL Financial LLC | $175.6M | 1,628,253 | 0.04% | 31q | +30.2%+$40.8M |
| WELLS FARGO & COMPANY/MN | $164.3M | 1,524,239 | 0.03% | 31q | -49.0%-$157.7M |
| MORGAN STANLEY | $161.4M | 1,496,947 | 0.01% | 35q | -7.1%-$12.3M |
| Cetera Investment Advisers | $137.4M | 1,274,155 | 0.13% | 31q | +949.4%+$124.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $132.8M | 1,231,810 | 0.07% | 31q | +9.6%+$11.6M |
| AMERIPRISE FINANCIAL INC | $87.7M | 813,427 | 0.02% | 31q | -51.7%-$93.7M |
| ASSETMARK, INC | $80.1M | 743,030 | 0.14% | 31q | -11.9%-$10.8M |
| PNC Financial Services Group, Inc. | $79.4M | 736,701 | 0.04% | 31q | -2.3%-$1.9M |
| DEUTSCHE BANK AG\ | $73.8M | 684,479 | 0.02% | 34q | HELD |
| Goodman Advisory Group, LLC | $56.7M | 526,030 | 13.04% | 5q | +0.6%+$339.4K |
| UBS Group AG | $52.8M | 489,822 | 0.01% | 31q | +0.6%+$331.3K |
| River Wealth Advisors LLC | $47.5M | 475,955 | 2.60% | 31q | +100.7%+$23.8M |
| BANK OF MONTREAL /CAN/ | $45.6M | 422,729 | 0.02% | 31q | -3.5%-$1.6M |
| ROYAL BANK OF CANADA | $42.0M | 389,739 | 0.01% | 31q | +1.5%+$612.1K |
| New York Life Investment Management LLC | $39.4M | 365,834 | 0.28% | 17q | -2.3%-$933.7K |
| One Wealth Map LLC | $38.2M | 388,508 | 17.37% | 25q | +4.6%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $38.2M | 354,204 | 0.01% | 7q | +14.0%+$4.7M |
| Horizon Investments, LLC | $29.2M | 272,048 | 0.32% | new | NEW |
| POTOMAC FUND MANAGEMENT INC /ADV | $27.7M | 257,100 | 0.70% | new | NEW |
| GOLDMAN SACHS GROUP INC | $26.6M | 246,300 | 0.00% | 31q | -44.8%-$21.6M |
| FIL Ltd | $23.9M | 221,301 | 0.02% | 10q | +2454.8%+$22.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $22.7M | 210,502 | 0.03% | 31q | -1.7%-$392.8K |
| Wealth Watch Advisors, INC | $22.2M | 206,138 | 7.21% | new | NEW |
| Estate Counselors, LLC | $22.2M | 205,995 | 1.91% | 4q | -10.5%-$2.6M |
| Jefferies Financial Group Inc. | $21.6M | options only | 0.14% | new | OPTIONS |
| STIFEL FINANCIAL CORP | $21.1M | 195,723 | 0.02% | 31q | HELD |
| DV Trading LLC | $20.0M | 185,314 | 0.66% | 2q | +732.3%+$17.6M |
| TRUIST FINANCIAL CORP | $19.8M | 183,756 | 0.02% | 27q | -12.3%-$2.8M |
| XML Financial, LLC | $19.6M | 181,451 | 1.42% | 27q | -2.7%-$546.9K |
| Advyzon Investment Management, LLC | $18.3M | 170,089 | 1.33% | 5q | +51.4%+$6.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.3M | 173,886 | 0.03% | 12q | +11.2%+$1.8M |
| Orion Porfolio Solutions, LLC | $18.1M | 167,842 | 0.14% | 8q | +6174.5%+$17.8M |
| ALLIANCEBERNSTEIN L.P. | $18.1M | 197,512 | 0.01% | 22q | -15.6%-$3.3M |
| Waldron Private Wealth LLC | $18.0M | 167,023 | 0.62% | 31q | -7.5%-$1.5M |
| OSAIC HOLDINGS, INC. | $17.3M | 160,012 | 0.02% | 26q | +7.6%+$1.2M |
| GUGGENHEIM CAPITAL LLC | $15.7M | 145,164 | 0.10% | 31q | -14.4%-$2.6M |
| Lifestyle Asset Management, Inc. | $14.9M | 137,965 | 4.00% | new | NEW |
| AMG National Trust Bank | $14.4M | 133,948 | 0.30% | 24q | HELD |
| CAPSTONE INVESTMENT ADVISORS, LLC | $14.1M | 130,601 | 0.03% | new | NEW |
| Modera Wealth Management, LLC | $14.1M | 130,573 | 0.15% | 31q | -0.6%-$88.0K |
| OPPENHEIMER & CO INC | $14.0M | 129,764 | 0.15% | 31q | -1.8%-$253.7K |
| Aegis Wealth Management, Inc. | $13.1M | 121,883 | 8.48% | 3q | +1279.1%+$12.2M |
| HUNTINGTON NATIONAL BANK | $13.1M | 121,472 | 0.06% | 31q | -6.4%-$893.7K |
| William Mack & Associates, Inc. | $12.9M | 119,630 | 4.55% | 7q | +0.6%+$82.1K |
| Kingsview Wealth Management, LLC | $12.7M | 117,874 | 0.15% | 2q | -9.7%-$1.4M |
| MML INVESTORS SERVICES, LLC | $12.2M | 112,862 | 0.02% | 31q | +18.0%+$1.9M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $12.2M | 112,765 | 0.13% | new | NEW |
| Financial & Tax Architects, LLC | $11.6M | 107,263 | 2.44% | 2q | +2.1%+$234.5K |
| Paulson Wealth Management Inc. | $10.7M | 99,629 | 2.28% | 29q | -0.7%-$75.8K |
| NTV Asset Management LLC | $10.5M | 97,663 | 1.03% | 31q | HELD |
| Strategic Investment Advisors / MI | $10.1M | 93,235 | 0.61% | 4q | -11.9%-$1.4M |
| Paladin Partners, LLC | $9.5M | 88,414 | 6.30% | new | FIRST |
| Anderson Financial Strategies, LLC | $9.5M | 91,417 | 4.93% | 7q | -5.2%-$524.8K |
| TD Asset Management Inc | $9.5M | 87,800 | 0.01% | 2q | +215.8%+$6.5M |
| Steward Partners Investment Advisory, LLC | $9.4M | 87,183 | 0.05% | 31q | -4.9%-$486.3K |
| Windsor Capital Management, LLC | $8.7M | 80,797 | 2.26% | 31q | -6.5%-$608.2K |
| Advisors Preferred, LLC | $8.7M | 83,103 | 1.34% | 8q | -33.6%-$4.4M |
| NOMURA ASSET MANAGEMENT CO LTD | $8.6M | 79,482 | 0.02% | 19q | +5.9%+$477.2K |
| CITIGROUP INC | $8.2M | 76,433 | 0.00% | 31q | +13.8%+$1.0M |
| NorthCoast Asset Management LLC | $8.2M | 75,853 | 0.18% | 4q | +2.1%+$171.2K |
| WIN ADVISORS, INC | $8.1M | 74,914 | 2.88% | 2q | -22.4%-$2.3M |
| PRUDENTIAL FINANCIAL INC | $8.0M | 74,053 | 0.01% | 13q | -10.6%-$946.3K |
| Discipline Wealth Solutions, LLC | $7.8M | 72,762 | 0.68% | 4q | -8.8%-$758.2K |
| Baron Financial Group, LLC | $7.7M | 71,576 | 3.68% | 24q | -1.1%-$87.3K |
| Ameritas Advisory Services, LLC | $7.6M | 70,636 | 0.15% | 7q | +957.9%+$6.9M |
| Finward Bancorp | $7.6M | 70,187 | 5.74% | 7q | HELD |
| US BANCORP \DE\ | $7.5M | 69,683 | 0.01% | 31q | +5.1%+$364.8K |
| J. M. Brown & Associates Inc. | $7.5M | 69,628 | 4.30% | new | FIRST |
| Riggs Asset Managment Co. Inc. | $7.4M | 68,917 | 1.33% | 23q | +1.2%+$91.5K |
| Petix & Botte Co | $7.4M | 68,652 | 1.49% | 26q | -3.4%-$263.1K |
| SYKON CAPITAL LLC | $7.4M | 68,474 | 2.27% | 5q | +157.8%+$4.5M |
| NewEdge Advisors, LLC | $7.3M | 67,355 | 0.02% | 31q | +947.0%+$6.6M |
| HMS Capital Management, LLC | $7.1M | 65,653 | 2.65% | 6q | -1.7%-$120.0K |
| David J Yvars Group | $7.0M | 65,077 | 3.31% | 23q | +4.0%+$270.2K |
| Private Advisor Group, LLC | $6.8M | 62,798 | 0.03% | 31q | -3.4%-$240.1K |
| Cooper Capital Advisors LLC | $6.7M | 62,491 | 2.92% | new | NEW |
| Mirae Asset Global Investments Co., Ltd. | $6.7M | 61,924 | 0.01% | 31q | -49.5%-$6.5M |
| TRUE Private Wealth Advisors | $6.6M | 61,307 | 0.57% | 27q | +169.2%+$4.2M |
| Ausdal Financial Partners, Inc. | $6.6M | 61,032 | 0.26% | 31q | +96.9%+$3.2M |
| World Investment Advisors | $6.3M | 60,443 | 0.10% | 31q | +278.3%+$4.6M |
| Creative Planning | $6.2M | 57,353 | 0.00% | 31q | -13.4%-$956.9K |
| Indivisible Partners | $6.1M | 56,752 | 0.35% | 3q | +28.7%+$1.4M |
| Concurrent Investment Advisors, LLC | $6.1M | 56,719 | 0.05% | 6q | +8.3%+$469.8K |
| HighTower Advisors, LLC | $6.1M | 56,264 | 0.01% | 31q | +1.0%+$62.1K |
| Bank of New York Mellon Corp | $6.0M | 55,574 | 0.00% | new | NEW |
| Florin Court Capital LLP | $5.9M | 54,395 | 9.58% | 8q | +169.3%+$3.7M |
| Guardian Capital, LLC | $5.8M | 54,212 | 4.78% | 3q | +21.3%+$1.0M |
| Sterling Investment Advisors, Ltd. | $5.8M | 53,987 | 0.97% | 31q | -0.7%-$40.3K |
| Rockefeller Capital Management L.P. | $5.7M | 53,234 | 0.01% | 31q | -1.6%-$92.3K |
| Hershey Financial Advisers, LLC | $5.7M | 53,167 | 4.12% | 3q | +4.5%+$246.2K |
| Brindle & Bay Financial Advisors, LLC | $5.6M | 52,032 | 2.81% | 3q | -8.1%-$491.8K |
| NewSquare Capital LLC | $5.5M | 51,420 | 0.41% | 2q | HELD |
| Elevation Capital Advisory, LLC | $5.5M | 51,236 | 2.13% | 5q | +320.3%+$4.2M |
| Allworth Financial LP | $5.4M | 50,490 | 0.02% | 18q | -1.5%-$83.1K |
| Sage Capital Management, LLC | $5.4M | 50,263 | 2.12% | 11q | +1.2%+$65.0K |
| Galvin, Gaustad & Stein, LLC | $5.3M | 49,280 | 0.39% | 3q | +39.0%+$1.5M |
| Disciplined Investments, LLC | $5.1M | 46,892 | 0.82% | 27q | +95.5%+$2.5M |
Showing the largest 100 of 568 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 | 552 | $3.5B | 32,511,276 | 72 | 135 | 182 | 0.9% |
| Q1 2026 | 515 | $2.6B | 28,114,332 | 54 | 127 | 177 | 0.1% |
| Q4 2025 | 496 | $2.9B | 32,766,425 | 37 | 123 | 140 | 0.1% |
| Q3 2025 | 470 | $3.0B | 33,492,431 | 60 | 114 | 138 | 0.2% |
| Q2 2025 | 449 | $2.5B | 30,221,598 | 37 | 98 | 170 | 0.3% |
| Q1 2025 | 444 | $2.5B | 31,632,811 | 33 | 99 | 161 | 2.7% |
| Q4 2024 | 494 | $2.8B | 35,991,124 | 59 | 128 | 130 | 0.0% |
| Q3 2024 | 433 | $2.0B | 26,498,155 | 51 | 91 | 152 | 0.0% |
| Q2 2024 | 410 | $1.8B | 25,496,596 | 25 | 81 | 164 | 0.1% |
| Q1 2024 | 430 | $2.3B | 31,501,463 | 43 | 102 | 141 | 0.1% |
| Q4 2023 | 425 | $2.2B | 30,516,230 | 43 | 74 | 172 | 0.2% |
| Q3 2023 | 426 | $2.7B | 40,657,000 | 34 | 93 | 168 | 0.1% |
| Q2 2023 | 435 | $2.8B | 40,043,952 | 63 | 94 | 160 | 0.1% |
| Q1 2023 | 389 | $1.9B | 28,406,411 | 34 | 86 | 156 | 0.1% |
| Q4 2022 | 401 | $2.3B | 36,288,091 | 37 | 95 | 150 | 0.3% |
| Q3 2022 | 457 | $2.4B | 37,261,729 | 48 | 111 | 152 | 1.5% |
| Q2 2022 | 454 | $2.3B | 33,755,421 | 33 | 92 | 202 | 1.4% |
| Q1 2022 | 488 | $3.0B | 39,048,092 | 34 | 119 | 209 | 1.0% |
| Q4 2021 | 523 | $4.2B | 49,125,183 | 42 | 151 | 172 | 2.2% |
| Q3 2021 | 496 | $4.7B | 49,498,301 | 41 | 161 | 144 | 10.2% |
| Q2 2021 | 499 | $4.4B | 50,497,911 | 43 | 161 | 164 | 0.8% |
| Q1 2021 | 485 | $3.9B | 46,759,501 | 58 | 143 | 169 | 1.1% |
| Q4 2020 | 482 | $4.1B | 48,621,465 | 65 | 142 | 148 | 0.9% |
| Q3 2020 | 402 | $2.9B | 42,528,438 | 43 | 111 | 156 | 0.1% |
| Q2 2020 | 390 | $2.9B | 44,206,863 | 70 | 109 | 139 | 7.7% |
| Q1 2020 | 367 | $2.0B | 42,371,409 | 47 | 94 | 162 | 0.5% |
| Q4 2019 | 409 | $2.5B | 45,502,709 | 47 | 147 | 92 | 0.4% |
| Q3 2019 | 340 | $2.2B | 41,051,305 | 31 | 127 | 110 | 0.5% |
| Q2 2019 | 342 | $2.1B | 39,157,614 | 36 | 114 | 129 | 0.1% |
| Q1 2019 | 357 | $2.2B | 42,611,362 | 42 | 114 | 123 | 0.1% |
| Q4 2018 | 334 | $2.2B | 46,035,432 | 6 | 7 | 10 | 0.1% |