Who Owns SPDR SERIES TRUST (XES)? -- Institutional Holders (2026-03-31)
104 institutions reported holding $197.7M of SPDR SERIES TRUST (XES) in SEC 13F filings for 2026-03-31. Largest institutional holders: New Harbor Financial Group, LLC ($42.6M), MORGAN STANLEY ($28.2M), GOLDMAN SACHS GROUP INC ($13.5M), RAYMOND JAMES FINANCIAL INC ($11.3M), WELLS FARGO & COMPANY/MN ($9.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | New Harbor Financial Group, LLC | $42.6M | 366,483 | Added |
| 2 | MORGAN STANLEY | $28.2M | 242,470 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $13.5M | 116,248 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $11.3M | 97,417 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $9.1M | 77,948 | Added |
| 6 | Black Swift Group, LLC | $8.0M | 68,620 | Trimmed |
| 7 | TWO SIGMA INVESTMENTS, LP | $7.9M | 68,190 | New |
| 8 | LPL Financial LLC | $7.8M | 67,142 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.8M | 67,111 | Added |
| 10 | Robertson Stephens Wealth Management, LLC | $5.3M | 45,922 | New |
| 11 | BANK OF AMERICA CORP /DE/ | $5.2M | 44,615 | Trimmed |
| 12 | HighTower Advisors, LLC | $5.1M | 44,063 | New |
| 13 | VICUS CAPITAL | $4.2M | 36,361 | New |
| 14 | CWM, LLC | $3.6M | 30,519 | Added |
| 15 | Trek Financial, LLC | $3.2M | 27,668 | Added |
| 16 | Cetera Investment Advisers | $2.6M | 22,617 | Trimmed |
| 17 | MERIDIAN INVESTMENT COUNSEL INC. | $2.3M | 19,775 | Added |
| 18 | CITADEL ADVISORS LLC | $2.2M | 18,900 | Added |
| 19 | BCS Private Wealth Management, Inc. | $2.1M | 18,400 | Added |
| 20 | FLOW TRADERS U.S. LLC | $2.1M | 18,143 | Trimmed |
| 21 | UBS Group AG | $2.1M | 18,140 | Added |
| 22 | Quadrature Capital Ltd | $2.1M | 17,705 | New |
| 23 | Invst, LLC | $1.8M | 15,572 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $1.3M | 11,062 | Added |
| 25 | Royal Bank of Canada | $1.2M | 10,319 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31