Who Owns SPDR SERIES TRUST (BWZ)? -- Institutional Holders (2026-06-30)
84 institutions reported holding $186.5M of SPDR SERIES TRUST (BWZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Quent Capital, LLC ($31.1M), GOLDMAN SACHS GROUP INC ($23.0M), Checchi Capital Advisers, LLC ($16.5M), Cresset Asset Management, LLC ($8.1M), Walkner Condon Financial Advisors LLC ($7.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Quent Capital, LLC | $31.1M | 1.2M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $23.0M | 859,973 | New |
| 3 | Checchi Capital Advisers, LLC | $16.5M | 618,247 | Trimmed |
| 4 | Cresset Asset Management, LLC | $8.1M | 304,464 | Trimmed |
| 5 | Walkner Condon Financial Advisors LLC | $7.3M | 274,306 | Added |
| 6 | LAM GROUP, INC. | $7.1M | 264,206 | Added |
| 7 | UBS Group AG | $7.0M | 262,757 | Added |
| 8 | Empowered Funds, LLC | $6.3M | 236,428 | New |
| 9 | IEQ CAPITAL, LLC | $6.0M | 224,699 | Hold |
| 10 | BLVD Private Wealth, LLC | $5.9M | 221,479 | Added |
| 11 | Royal Bank of Canada | $5.7M | 214,513 | Added |
| 12 | DMC Group, LLC | $5.3M | 199,152 | Added |
| 13 | MORGAN STANLEY | $4.3M | 162,110 | Added |
| 14 | Creative Planning | $3.6M | 136,069 | Added |
| 15 | Clarity Asset Management, Inc. | $3.6M | 133,731 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $3.3M | 123,852 | Added |
| 17 | CFG Wealth Management Services, Inc. | $3.1M | 113,466 | Hold |
| 18 | Patriot Financial Group Insurance Agency, LLC | $2.7M | 102,347 | Trimmed |
| 19 | Quantinno Capital Management LP | $2.7M | 99,925 | Trimmed |
| 20 | LPL Financial LLC | $2.7M | 99,563 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 99,478 | Added |
| 22 | EVERGREEN CAPITAL MANAGEMENT LLC | $2.3M | 86,641 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $2.3M | 85,508 | Trimmed |
| 24 | STUDIO INVESTMENT MANAGEMENT LLC | $2.0M | 76,055 | Added |
| 25 | BANK OF AMERICA CORP /DE/ | $1.8M | 67,162 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30