Who Owns SPDR INDEX SHS FDS (GWX)? -- Institutional Holders (2026-06-30)
281 institutions reported holding $607.0M of SPDR INDEX SHS FDS (GWX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($59.2M), ENVESTNET ASSET MANAGEMENT INC ($40.7M), Savant Capital, LLC ($28.2M), Envestnet Portfolio Solutions, Inc. ($27.7M), OSAIC HOLDINGS, INC. ($27.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $59.2M | 1.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $40.7M | 930,697 | Added |
| 3 | Savant Capital, LLC | $28.2M | 656,349 | Added |
| 4 | Envestnet Portfolio Solutions, Inc. | $27.7M | 633,085 | Added |
| 5 | OSAIC HOLDINGS, INC. | $27.2M | 622,405 | Added |
| 6 | Cetera Investment Advisers | $25.4M | 581,318 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $24.1M | 550,651 | Trimmed |
| 8 | BRYN MAWR TRUST Co | $22.0M | 503,359 | Trimmed |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $19.9M | 455,686 | Added |
| 10 | ASSETMARK, INC | $19.4M | 442,806 | Trimmed |
| 11 | Cerity Partners LLC | $14.8M | 338,835 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $14.5M | 330,645 | Trimmed |
| 13 | MORGAN STANLEY | $11.7M | 266,311 | Trimmed |
| 14 | Creative Planning | $11.3M | 259,010 | Trimmed |
| 15 | COMMERCE BANK | $10.4M | 238,197 | Added |
| 16 | PARK AVENUE SECURITIES LLC | $10.3M | 235,610 | Trimmed |
| 17 | N.E.W. Advisory Services LLC | $9.8M | 223,623 | Trimmed |
| 18 | FMR LLC | $7.7M | 175,443 | Added |
| 19 | JANE STREET GROUP, LLC | $7.2M | 163,857 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $6.8M | 155,342 | Added |
| 21 | UBS Group AG | $6.0M | 137,293 | Added |
| 22 | RTD Financial Advisors, Inc. | $5.5M | 124,894 | Trimmed |
| 23 | EP Wealth Advisors, LLC | $5.3M | 121,785 | New |
| 24 | MAI Capital Management | $5.2M | 119,445 | Added |
| 25 | Equitable Holdings, Inc. | $4.9M | 111,608 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30