267 institutions reported holding $550.2M of SPDR INDEX SHS FDS (GWX) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($53.3M), ENVESTNET ASSET MANAGEMENT INC ($36.5M), Envestnet Portfolio Solutions, Inc. ($24.9M), BANK OF AMERICA CORP /DE/ ($24.5M), Cetera Investment Advisers ($23.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LPL Financial LLC | $53.3M | 1.3M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $36.5M | 865,403 | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $24.9M | 590,373 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $24.5M | 579,698 | Trimmed |
| 5 | Cetera Investment Advisers | $23.2M | 550,392 | Added |
| 6 | BRYN MAWR TRUST Co | $23.0M | 543,977 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $21.0M | 496,523 | Added |
| 8 | ASSETMARK, INC | $19.0M | 450,749 | Trimmed |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $17.7M | 419,358 | New |
| 10 | Cerity Partners LLC | $14.3M | 338,361 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $14.1M | 334,484 | Trimmed |
| 12 | Savant Capital, LLC | $14.0M | 330,421 | Added |
| 13 | Creative Planning | $11.6M | 274,350 | Trimmed |
| 14 | MORGAN STANLEY | $11.2M | 266,357 | Added |
| 15 | PARK AVENUE SECURITIES LLC | $10.0M | 237,625 | Added |
| 16 | N.E.W. Advisory Services LLC | $9.6M | 228,502 | Trimmed |
| 17 | COMMERCE BANK | $9.2M | 218,563 | Added |
| 18 | CX Institutional | $7.6M | 180,319 | Hold |
| 19 | FMR LLC | $6.9M | 163,638 | Added |
| 20 | UBS Group AG | $5.7M | 134,116 | Trimmed |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $5.4M | 128,876 | Added |
| 22 | RTD Financial Advisors, Inc. | $5.3M | 125,635 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $5.2M | 122,115 | Trimmed |
| 24 | MAI Capital Management | $4.6M | 109,993 | Added |
| 25 | Equitable Holdings, Inc. | $4.6M | 112,294 | Added |
Source: SEC Form 13F filings · as of 2026-03-31