Who Owns SPDR SERIES TRUST (XSW)? -- Institutional Holders (2026-03-31)
136 institutions reported holding $226.4M of SPDR SERIES TRUST (XSW) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($62.9M), MORGAN STANLEY ($34.8M), Kingsview Wealth Management, LLC ($15.3M), LPL Financial LLC ($14.3M), McGuire Investment Group, LLC ($9.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CWM, LLC | $62.9M | 442,316 | New |
| 2 | MORGAN STANLEY | $34.8M | 244,439 | Added |
| 3 | Kingsview Wealth Management, LLC | $15.3M | 107,185 | New |
| 4 | LPL Financial LLC | $14.3M | 100,465 | Trimmed |
| 5 | McGuire Investment Group, LLC | $9.4M | 66,286 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $9.3M | 65,439 | Trimmed |
| 7 | UBS Group AG | $5.8M | 40,944 | Added |
| 8 | Thrivent Financial for Lutherans | $5.6M | 39,439 | New |
| 9 | Fifth Third Securities, Inc. | $4.3M | 30,499 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.9M | 27,563 | Trimmed |
| 11 | Performa Ltd (US), LLC | $3.8M | 27,000 | New |
| 12 | Royal Bank of Canada | $3.5M | 24,558 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $3.3M | 23,460 | Trimmed |
| 14 | Belvedere Trading LLC | $3.3M | 23,299 | Added |
| 15 | IEQ CAPITAL, LLC | $3.0M | 20,844 | Added |
| 16 | Tandem Financial, LLC | $2.8M | 19,355 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $2.2M | 15,492 | Trimmed |
| 18 | Essex LLC | $2.2M | 15,356 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $1.9M | 13,555 | Trimmed |
| 20 | Miracle Mile Advisors, LLC | $1.9M | 13,471 | Added |
| 21 | HighTower Advisors, LLC | $1.9M | 13,309 | Added |
| 22 | Rockefeller Capital Management L.P. | $1.8M | 12,763 | Added |
| 23 | JPMORGAN CHASE & CO | $1.7M | 11,911 | Trimmed |
| 24 | JANE STREET GROUP, LLC | $1.5M | 10,309 | New |
| 25 | GOLDMAN SACHS GROUP INC | $1.5M | 10,266 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31