Who Owns SPDR SERIES TRUST (RWR)? -- Institutional Holders (2026-06-30)

304 institutions reported holding $1.59B of SPDR SERIES TRUST (RWR) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHERN TRUST CORP ($267.1M), Sixth Street Partners Management Company, L.P. ($265.7M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($265.7M), LPL Financial LLC ($54.9M), MASON STREET ADVISORS, LLC ($51.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1NORTHERN TRUST CORP$267.1M2.4MAdded
2Sixth Street Partners Management Company, L.P.$265.7M2.4MNew
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC$265.7M2.4MAdded
4LPL Financial LLC$54.9M485,751Added
5MASON STREET ADVISORS, LLC$51.2M453,255Added
6WELLS FARGO & COMPANY/MN$50.7M449,175Added
7MORGAN STANLEY$40.3M357,038Trimmed
8ENVESTNET ASSET MANAGEMENT INC$38.4M340,210Added
9JPMORGAN CHASE & CO$33.9M295,260Trimmed
10BANK OF AMERICA CORP /DE/$32.2M285,236Added
11UBS Group AG$31.1M275,552Trimmed
12McMill Wealth Management$27.0M307,264Added
13AMERIPRISE FINANCIAL INC$26.0M220,354Trimmed
14BlackRock, Inc.$24.6M217,830Added
15TRUIST FINANCIAL CORP$24.4M215,885Trimmed
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.2M143,087Added
17Private Advisor Group, LLC$16.0M141,935Added
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.7M130,287Trimmed
19EVERGREEN CAPITAL MANAGEMENT LLC$13.4M118,883Added
20Frederick Financial Consultants, LLC$12.4M110,070Added
21PATTON FUND MANAGEMENT, INC.$12.1M107,494Trimmed
22CAPITAL ADVISORS INC/OK$10.6M93,985New
23Piedmont Capital Management, LLC$10.5M92,691Trimmed
24Creative Planning$10.4M92,156Trimmed
25St. Clair Advisors, LLC$9.8M86,445Trimmed

Source: SEC Form 13F filings · as of 2026-06-30