Who Owns SPDR (DWX)? -- Institutional Holders (2026-06-30)

148 institutions reported holding $282.3M of SPDR (DWX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($40.6M), BANK OF AMERICA CORP /DE/ ($33.3M), UBS Group AG ($17.6M), WELLS FARGO & COMPANY/MN ($14.3M), Columbia River Financial Group, LLC ($13.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$40.6M884,037Added
2BANK OF AMERICA CORP /DE/$33.3M724,900Added
3UBS Group AG$17.6M382,023Trimmed
4WELLS FARGO & COMPANY/MN$14.3M312,212Trimmed
5Columbia River Financial Group, LLC$13.6M294,945Added
6Concord Wealth Partners$12.1M263,359Added
7Baker Avenue Asset Management, LP$11.8M255,937Trimmed
8Concord Asset Management, LLC/VA$11.6M251,768Added
9Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$10.2M221,483Added
10LPL Financial LLC$9.8M212,224Added
11OSAIC HOLDINGS, INC.$6.7M144,636Added
12Focus Partners Wealth$6.4M138,583Trimmed
13Allen Capital Group, LLC$6.4M138,398Trimmed
14MML INVESTORS SERVICES, LLC$5.5M119,072Added
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.5M98,768Added
16STIFEL FINANCIAL CORP$4.5M98,670Trimmed
17Royal Bank of Canada$4.5M97,165Trimmed
18ENVESTNET ASSET MANAGEMENT INC$3.9M84,134Added
19Mount Lucas Management LP$3.1M67,917Added
20Cetera Investment Advisers$3.1M67,907Added
21RAYMOND JAMES FINANCIAL INC$3.0M65,729Trimmed
22BIP Wealth, LLC$2.3M49,647New
23Private Advisor Group, LLC$2.1M46,166Added
24MERCER GLOBAL ADVISORS INC /ADV$2.1M45,764Trimmed
25JONES FINANCIAL COMPANIES LLLP$2.0M42,772Added

Source: SEC Form 13F filings · as of 2026-06-30