Who Owns SPDR SERIES TRUST (XSW)? -- Institutional Holders (2026-06-30)
143 institutions reported holding $212.4M of SPDR SERIES TRUST (XSW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($46.9M), Kingsview Wealth Management, LLC ($18.7M), LPL Financial LLC ($12.8M), McGuire Investment Group, LLC ($11.4M), WELLS FARGO & COMPANY/MN ($11.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $46.9M | 272,871 | Added |
| 2 | Kingsview Wealth Management, LLC | $18.7M | 108,897 | Added |
| 3 | LPL Financial LLC | $12.8M | 74,426 | Trimmed |
| 4 | McGuire Investment Group, LLC | $11.4M | 66,496 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $11.3M | 65,753 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $9.8M | 57,257 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $7.5M | 43,389 | Trimmed |
| 8 | JPMORGAN CHASE & CO | $7.2M | 42,363 | Added |
| 9 | UBS Group AG | $6.7M | 39,017 | Trimmed |
| 10 | Fifth Third Securities, Inc. | $5.3M | 30,962 | Added |
| 11 | Belvedere Trading LLC | $5.0M | 29,123 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $4.7M | 27,245 | Added |
| 13 | Royal Bank of Canada | $4.3M | 25,120 | Added |
| 14 | Performa Ltd (US), LLC | $3.8M | 22,000 | Trimmed |
| 15 | IEQ CAPITAL, LLC | $3.6M | 20,844 | Hold |
| 16 | BNP PARIBAS FINANCIAL MARKETS | $3.4M | 19,700 | Added |
| 17 | CITADEL ADVISORS LLC | $2.9M | 16,600 | Added |
| 18 | Rockefeller Capital Management L.P. | $2.5M | 14,618 | Added |
| 19 | Essex LLC | $2.5M | 14,537 | Trimmed |
| 20 | HighTower Advisors, LLC | $2.4M | 13,929 | Added |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 12,766 | Added |
| 22 | Tower Research Capital LLC (TRC) | $2.0M | 11,905 | New |
| 23 | STIFEL FINANCIAL CORP | $2.0M | 11,388 | Trimmed |
| 24 | Arax Advisory Partners | $1.8M | 10,274 | Added |
| 25 | OSAIC HOLDINGS, INC. | $1.7M | 10,112 | Added |
Source: SEC Form 13F filings · as of 2026-06-30