Who Owns SPDR SERIES TRUST (CWB)? -- Institutional Holders (2026-03-31)
562 institutions reported holding $2.52B of SPDR SERIES TRUST (CWB) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($242.9M), MORGAN STANLEY ($147.5M), WELLS FARGO & COMPANY/MN ($136.7M), LPL Financial LLC ($114.4M), BESSEMER GROUP INC ($111.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $242.9M | 2.7M | Added |
| 2 | MORGAN STANLEY | $147.5M | 1.6M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $136.7M | 1.5M | Added |
| 4 | LPL Financial LLC | $114.4M | 1.3M | Trimmed |
| 5 | BESSEMER GROUP INC | $111.3M | 1.2M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $102.9M | 1.1M | Added |
| 7 | ASSETMARK, INC | $77.1M | 842,982 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $77.0M | 841,207 | Added |
| 9 | PNC Financial Services Group, Inc. | $69.0M | 753,977 | Trimmed |
| 10 | DEUTSCHE BANK AG\ | $62.6M | 684,479 | Trimmed |
| 11 | Goodman Advisory Group, LLC | $47.9M | 522,882 | Trimmed |
| 12 | UBS Group AG | $44.5M | 486,749 | Added |
| 13 | JANE STREET GROUP, LLC | $41.6M | 454,925 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $41.1M | 449,359 | Trimmed |
| 15 | GOLDMAN SACHS GROUP INC | $40.9M | 446,402 | Trimmed |
| 16 | BANK OF MONTREAL /CAN/ | $40.1M | 437,880 | Trimmed |
| 17 | One Wealth Map LLC | $37.8M | 371,488 | Trimmed |
| 18 | Royal Bank of Canada | $35.1M | 384,062 | Trimmed |
| 19 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $34.3M | 374,494 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $28.4M | 310,778 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $24.2M | 264,377 | Trimmed |
| 22 | River Wealth Advisors LLC | $21.7M | 237,136 | Added |
| 23 | Estate Counselors, LLC | $21.1M | 230,144 | Added |
| 24 | ALLIANCEBERNSTEIN L.P. | $20.9M | 233,908 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $19.6M | 214,145 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31