Who Owns SPDR SERIES TRUST (BWX)? -- Institutional Holders (2026-03-31)
181 institutions reported holding $870.3M of SPDR SERIES TRUST (BWX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Cerity Partners OCIO LLC ($155.6M), CI INVESTMENTS INC. ($143.0M), MORGAN STANLEY ($70.8M), JANE STREET GROUP, LLC ($64.0M), MANUFACTURERS LIFE INSURANCE COMPANY, THE ($56.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cerity Partners OCIO LLC | $155.6M | 7.1M | Trimmed |
| 2 | CI INVESTMENTS INC. | $143.0M | 6.5M | New |
| 3 | MORGAN STANLEY | $70.8M | 3.2M | Added |
| 4 | JANE STREET GROUP, LLC | $64.0M | 2.9M | Added |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $56.1M | 2.6M | Trimmed |
| 6 | Checchi Capital Advisers, LLC | $31.5M | 1.4M | Trimmed |
| 7 | Creative Planning | $29.6M | 1.4M | Added |
| 8 | STATE STREET CORP | $24.1M | 1.1M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $19.0M | 867,715 | Trimmed |
| 10 | LEUTHOLD GROUP, LLC | $18.2M | 829,138 | Trimmed |
| 11 | TECTONIC ADVISORS LLC | $16.3M | 744,825 | Added |
| 12 | GOULD ASSET MANAGEMENT LLC /CA/ | $15.9M | 723,388 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $11.7M | 533,238 | Added |
| 14 | Walkner Condon Financial Advisors LLC | $10.7M | 485,825 | Added |
| 15 | LPL Financial LLC | $9.8M | 448,054 | Added |
| 16 | CITIGROUP INC | $9.8M | 445,393 | Trimmed |
| 17 | FLC Capital Advisors | $9.5M | 431,181 | Trimmed |
| 18 | Net Worth Advisory Group | $8.6M | 391,402 | Added |
| 19 | WealthShield Partners, LLC | $8.5M | 388,551 | Added |
| 20 | Financial Engines Advisors L.L.C. | $8.2M | 374,015 | Trimmed |
| 21 | JPMORGAN CHASE & CO | $7.6M | 351,145 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $7.5M | 342,680 | Added |
| 23 | Cetera Investment Advisers | $7.1M | 321,487 | Trimmed |
| 24 | Ackerman Capital Advisors, LLC | $7.0M | 321,009 | Added |
| 25 | Upper Left Wealth Management, LLC | $6.9M | 312,496 | Added |
Source: SEC Form 13F filings · as of 2026-03-31