Who Owns SPDR SERIES TRUST (XES)? -- Institutional Holders (2026-06-30)
116 institutions reported holding $236.1M of SPDR SERIES TRUST (XES) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($48.0M), New Harbor Financial Group, LLC ($41.6M), TWO SIGMA INVESTMENTS, LP ($20.9M), LPL Financial LLC ($14.3M), GOLDMAN SACHS GROUP INC ($11.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $48.0M | 428,664 | Added |
| 2 | New Harbor Financial Group, LLC | $41.6M | 371,274 | Added |
| 3 | TWO SIGMA INVESTMENTS, LP | $20.9M | 186,390 | Added |
| 4 | LPL Financial LLC | $14.3M | 127,277 | Added |
| 5 | GOLDMAN SACHS GROUP INC | $11.4M | 101,414 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $8.8M | 78,827 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $8.4M | 74,647 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.9M | 70,147 | Added |
| 9 | Trek Financial, LLC | $7.2M | 64,015 | Added |
| 10 | Black Swift Group, LLC | $7.1M | 62,955 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $5.5M | 49,100 | Added |
| 12 | UBS Group AG | $5.3M | 46,842 | Added |
| 13 | HighTower Advisors, LLC | $4.9M | 44,131 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $4.9M | 43,363 | Trimmed |
| 15 | Tower Research Capital LLC (TRC) | $4.5M | 39,769 | New |
| 16 | D. E. Shaw & Co., Inc. | $3.6M | 32,556 | Added |
| 17 | Royal Bank of Canada | $3.5M | 30,808 | Added |
| 18 | FLOW TRADERS U.S. LLC | $3.1M | 27,344 | Added |
| 19 | Cetera Investment Advisers | $2.4M | 21,222 | Trimmed |
| 20 | BLAIR WILLIAM & CO/IL | $2.1M | 19,166 | Added |
| 21 | BCS Private Wealth Management, Inc. | $2.1M | 18,400 | Hold |
| 22 | MERIDIAN INVESTMENT COUNSEL INC. | $1.7M | 15,295 | Trimmed |
| 23 | JANE STREET GROUP, LLC | $1.7M | 15,171 | Added |
| 24 | Invst, LLC | $1.6M | 14,676 | Trimmed |
| 25 | STIFEL FINANCIAL CORP | $1.1M | 9,731 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30