Who Owns SPDR SERIES TRUST (BWZ)? -- Institutional Holders (2026-03-31)
84 institutions reported holding $289.3M of SPDR SERIES TRUST (BWZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: RMG Wealth Management LLC ($76.6M), Quent Capital, LLC ($30.0M), Financial Management Professionals, Inc. ($24.7M), Checchi Capital Advisers, LLC ($17.3M), Matthew Goff Investment Advisor, LLC ($14.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | RMG Wealth Management LLC | $76.6M | 3.1M | New |
| 2 | Quent Capital, LLC | $30.0M | 1.1M | Added |
| 3 | Financial Management Professionals, Inc. | $24.7M | 915,870 | Added |
| 4 | Checchi Capital Advisers, LLC | $17.3M | 640,878 | Added |
| 5 | Matthew Goff Investment Advisor, LLC | $14.1M | 564,750 | New |
| 6 | Cresset Asset Management, LLC | $8.3M | 309,760 | Added |
| 7 | JANE STREET GROUP, LLC | $7.3M | 269,336 | Added |
| 8 | Walkner Condon Financial Advisors LLC | $6.8M | 252,567 | Added |
| 9 | EVERGREEN CAPITAL MANAGEMENT LLC | $6.2M | 230,760 | New |
| 10 | IEQ CAPITAL, LLC | $6.0M | 224,699 | Hold |
| 11 | LAM GROUP, INC. | $5.9M | 219,600 | Added |
| 12 | Royal Bank of Canada | $5.7M | 212,871 | Added |
| 13 | BLVD Private Wealth, LLC | $5.6M | 207,973 | New |
| 14 | UBS Group AG | $5.2M | 192,990 | Added |
| 15 | Patriot Financial Group Insurance Agency, LLC | $5.2M | 191,424 | Added |
| 16 | DMC Group, LLC | $4.8M | 178,056 | Added |
| 17 | Clarity Asset Management, Inc. | $4.8M | 176,725 | Trimmed |
| 18 | MORGAN STANLEY | $4.3M | 161,573 | Added |
| 19 | Creative Planning | $3.5M | 128,810 | Added |
| 20 | CFG Wealth Management Services, Inc. | $3.1M | 113,466 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 112,377 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $3.0M | 112,322 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $2.9M | 109,413 | Trimmed |
| 24 | AMERIPRISE FINANCIAL INC | $2.9M | 109,288 | New |
| 25 | Quantinno Capital Management LP | $2.7M | 101,032 | Added |
Source: SEC Form 13F filings · as of 2026-03-31