Who Owns SPDR SERIES TRUST (BWX)? -- Institutional Holders (2026-06-30)
178 institutions reported holding $704.3M of SPDR SERIES TRUST (BWX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cerity Partners OCIO LLC ($169.4M), CI INVESTMENTS INC. ($96.2M), MORGAN STANLEY ($74.7M), MANUFACTURERS LIFE INSURANCE COMPANY, THE ($37.7M), Checchi Capital Advisers, LLC ($31.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cerity Partners OCIO LLC | $169.4M | 7.8M | Added |
| 2 | CI INVESTMENTS INC. | $96.2M | 4.4M | Trimmed |
| 3 | MORGAN STANLEY | $74.7M | 3.4M | Added |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $37.7M | 1.7M | Trimmed |
| 5 | Checchi Capital Advisers, LLC | $31.4M | 1.4M | Added |
| 6 | Creative Planning | $27.2M | 1.3M | Trimmed |
| 7 | JANE STREET GROUP, LLC | $21.7M | 1.0M | Trimmed |
| 8 | GOULD ASSET MANAGEMENT LLC /CA/ | $16.4M | 755,142 | Added |
| 9 | TECTONIC ADVISORS LLC | $16.1M | 744,825 | Hold |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $15.1M | 697,184 | Trimmed |
| 11 | LEUTHOLD GROUP, LLC | $11.5M | 531,295 | Trimmed |
| 12 | Walkner Condon Financial Advisors LLC | $10.7M | 494,885 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $10.2M | 469,476 | Trimmed |
| 14 | CITIGROUP INC | $10.1M | 466,784 | Added |
| 15 | LPL Financial LLC | $9.1M | 419,399 | Trimmed |
| 16 | Net Worth Advisory Group | $8.3M | 384,335 | Trimmed |
| 17 | Financial Engines Advisors L.L.C. | $7.8M | 360,232 | Trimmed |
| 18 | Ackerman Capital Advisors, LLC | $6.9M | 320,396 | Trimmed |
| 19 | Cetera Investment Advisers | $6.7M | 308,639 | Trimmed |
| 20 | Upper Left Wealth Management, LLC | $6.6M | 306,718 | Trimmed |
| 21 | AMERIPRISE FINANCIAL INC | $6.5M | 302,158 | Trimmed |
| 22 | PNC Financial Services Group, Inc. | $5.2M | 239,631 | Trimmed |
| 23 | NewSquare Capital LLC | $5.1M | 235,237 | Added |
| 24 | ASSETMARK, INC | $5.1M | 233,512 | Added |
| 25 | ALLIANCEBERNSTEIN L.P. | $4.8M | 219,917 | New |
Source: SEC Form 13F filings · as of 2026-06-30