BWX — Spdr Series Trust Institutional Holders · Q3 2026
Who owns Spdr Series Trust (BWX)? 9 institutions reported holding $14.84M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($9.5M), Baron Financial Group, LLC ($3.8M), First Heartland Consultants, Inc. ($486,462).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $9.5M | 448,827 | Added |
| 2 | Baron Financial Group, LLC | $3.8M | 177,376 | Added |
| 3 | First Heartland Consultants, Inc. | $486,462 | 22,968 | Added |
| 4 | ECLECTIC ASSOCIATES INC /ADV | $394,526 | 18,627 | Trimmed |
| 5 | Post Resch Tallon Group Inc. | $249,776 | 11,793 | Trimmed |
| 6 | CAMELOT TECHNOLOGY ADVISORS, INC. | $248,064 | 11,712 | Added |
| 7 | EASTERN BANK | $193,268 | 9,125 | New |
| 8 | CoreCap Advisors, LLC | $8,387 | 396 | Hold |
| 9 | Legacy Wealth Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30