Who Owns SPDR SERIES TRUST (CWB)? -- Institutional Holders (2026-06-30)
602 institutions reported holding $3.69B of SPDR SERIES TRUST (CWB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($279.0M), ENVESTNET ASSET MANAGEMENT INC ($216.2M), Howard Capital Management Inc. ($214.9M), LPL Financial LLC ($175.6M), WELLS FARGO & COMPANY/MN ($164.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $279.0M | 2.6M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $216.2M | 2.0M | Added |
| 3 | Howard Capital Management Inc. | $214.9M | 2.0M | Added |
| 4 | LPL Financial LLC | $175.6M | 1.6M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $164.3M | 1.5M | Added |
| 6 | MORGAN STANLEY | $161.4M | 1.5M | Trimmed |
| 7 | Cetera Investment Advisers | $137.4M | 1.3M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $132.8M | 1.2M | Added |
| 9 | BESSEMER GROUP INC | $131.1M | 1.2M | Hold |
| 10 | AMERIPRISE FINANCIAL INC | $87.7M | 813,427 | Trimmed |
| 11 | ASSETMARK, INC | $80.1M | 743,030 | Trimmed |
| 12 | PNC Financial Services Group, Inc. | $79.4M | 736,701 | Trimmed |
| 13 | DEUTSCHE BANK AG\ | $73.8M | 684,479 | Hold |
| 14 | Goodman Advisory Group, LLC | $56.7M | 526,030 | Added |
| 15 | UBS Group AG | $52.8M | 489,822 | Added |
| 16 | BANK OF MONTREAL /CAN/ | $45.6M | 422,729 | Trimmed |
| 17 | Royal Bank of Canada | $42.0M | 389,739 | Added |
| 18 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $39.4M | 365,834 | Trimmed |
| 19 | One Wealth Map LLC | $38.2M | 388,508 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $38.2M | 354,204 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $30.8M | 285,367 | Added |
| 22 | Horizon Investments, LLC | $29.2M | 272,048 | New |
| 23 | POTOMAC FUND MANAGEMENT INC /ADV | $27.7M | 257,100 | New |
| 24 | GOLDMAN SACHS GROUP INC | $26.6M | 246,300 | Trimmed |
| 25 | River Wealth Advisors LLC | $25.7M | 238,819 | Added |
Source: SEC Form 13F filings · as of 2026-06-30