Who Owns SPDR SERIES TRUST (XES)? -- Institutional Holders (2026-06-30)
39 institutions reported holding $49.1M of SPDR SERIES TRUST (XES) in SEC 13F filings for 2026-06-30. Largest institutional holders: New Harbor Financial Group, LLC ($41.6M), BCS Private Wealth Management, Inc. ($2.1M), MERIDIAN INVESTMENT COUNSEL INC. ($1.7M), Financial Management Professionals, Inc. ($992,580), ENVESTNET ASSET MANAGEMENT INC ($847,476). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | New Harbor Financial Group, LLC | $41.6M | 371,274 | Added |
| 2 | BCS Private Wealth Management, Inc. | $2.1M | 18,400 | Hold |
| 3 | MERIDIAN INVESTMENT COUNSEL INC. | $1.7M | 15,295 | Trimmed |
| 4 | Financial Management Professionals, Inc. | $992,580 | 8,856 | New |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $847,476 | 7,561 | Added |
| 6 | Keystone Financial Group | $367,985 | 3,283 | Trimmed |
| 7 | Concurrent Investment Advisors, LLC | $254,422 | 2,270 | New |
| 8 | Trademark Financial Management, LLC | $242,093 | 2,160 | Trimmed |
| 9 | Corecam Pte. Ltd. | $224,160 | 2,000 | Hold |
| 10 | Capital Investment Advisory Services, LLC | $210,710 | 1,880 | Hold |
| 11 | TRUIST FINANCIAL CORP | $205,218 | 1,831 | Added |
| 12 | WHITTIER TRUST CO | $67,312 | 637 | Hold |
| 13 | Farther Finance Advisors, LLC | $49,894 | 445 | Added |
| 14 | Provident Wealth Management, LLC | $44,832 | 400 | Hold |
| 15 | Spire Wealth Management | $39,236 | 350 | Trimmed |
| 16 | PRIVATE TRUST CO NA | $24,658 | 220 | Trimmed |
| 17 | DUNCKER STREETT & CO INC | $22,416 | 200 | Hold |
| 18 | Register Financial Advisors LLC | $19,390 | 173 | Hold |
| 19 | NBC SECURITIES, INC. | $17,932 | 160 | Added |
| 20 | CoreCap Advisors, LLC | $15,019 | 134 | Hold |
| 21 | Lodestone Wealth Management LLC | $11,270 | 101 | Added |
| 22 | Caldwell Trust Co | $7,846 | 70 | New |
| 23 | 1 NORTH WEALTH SERVICES LLC | $6,164 | 55 | Trimmed |
| 24 | PHILLIPS FINANCIAL MANAGEMENT, LLC | $5,604 | 50 | Hold |
| 25 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4,754 | 44 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30