Who Owns SPDR SERIES TRUST (XPH)? -- Institutional Holders (2026-03-31)
92 institutions reported holding $238.1M of SPDR SERIES TRUST (XPH) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($43.9M), CWM, LLC ($39.3M), WELLS FARGO & COMPANY/MN ($21.9M), Kingsview Wealth Management, LLC ($16.0M), MORGAN STANLEY ($15.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $43.9M | 811,939 | Added |
| 2 | CWM, LLC | $39.3M | 726,555 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $21.9M | 404,311 | Added |
| 4 | Kingsview Wealth Management, LLC | $16.0M | 295,265 | New |
| 5 | MORGAN STANLEY | $15.6M | 287,588 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 271,248 | Added |
| 7 | FIRST CITIZENS BANK & TRUST CO | $10.1M | 187,397 | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $9.3M | 171,479 | Trimmed |
| 9 | LPL Financial LLC | $7.9M | 146,259 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M | 88,634 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $3.8M | 69,668 | Added |
| 12 | Cetera Investment Advisers | $3.1M | 57,323 | Trimmed |
| 13 | Private Advisor Group, LLC | $3.0M | 55,777 | New |
| 14 | TWO SIGMA INVESTMENTS, LP | $2.7M | 50,700 | Added |
| 15 | CITIGROUP INC | $2.7M | 49,388 | Trimmed |
| 16 | UBS Group AG | $2.6M | 48,911 | Added |
| 17 | Wharton Business Group, LLC | $2.5M | 46,395 | Hold |
| 18 | SVB WEALTH LLC | $2.5M | 45,668 | Added |
| 19 | Clark Capital Management Group, Inc. | $2.3M | 43,322 | Trimmed |
| 20 | CITADEL ADVISORS LLC | $2.2M | 40,874 | Trimmed |
| 21 | Royal Bank of Canada | $2.2M | 40,649 | Added |
| 22 | JANE STREET GROUP, LLC | $2.1M | 38,006 | Added |
| 23 | GTS SECURITIES LLC | $1.8M | 33,053 | Added |
| 24 | Baird Financial Group, Inc. | $1.6M | 29,049 | Trimmed |
| 25 | MAI Capital Management | $1.5M | 28,513 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31