Who Owns SPDR SERIES TRUST (XTN)? -- Institutional Holders (2026-03-31)
98 institutions reported holding $162.1M of SPDR SERIES TRUST (XTN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Phoenix Financial Ltd. ($89.4M), ELEMENT POINTE ADVISORS, LLC ($20.8M), WELLS FARGO & COMPANY/MN ($6.4M), MORGAN STANLEY ($6.1M), BNP PARIBAS FINANCIAL MARKETS ($3.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Phoenix Financial Ltd. | $89.4M | 960,785 | New |
| 2 | ELEMENT POINTE ADVISORS, LLC | $20.8M | 223,948 | New |
| 3 | WELLS FARGO & COMPANY/MN | $6.4M | 68,601 | Added |
| 4 | MORGAN STANLEY | $6.1M | 65,432 | Trimmed |
| 5 | BNP PARIBAS FINANCIAL MARKETS | $3.7M | 40,000 | Added |
| 6 | LPL Financial LLC | $3.3M | 35,560 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $2.6M | 27,835 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $2.5M | 26,828 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $2.2M | 23,681 | Added |
| 10 | Royal Bank of Canada | $2.1M | 22,117 | Added |
| 11 | Cetera Investment Advisers | $1.9M | 19,963 | Added |
| 12 | STIFEL FINANCIAL CORP | $1.6M | 17,656 | Added |
| 13 | HOLLENCREST CAPITAL MANAGEMENT | $1.5M | 16,000 | Hold |
| 14 | TRUST CO OF OKLAHOMA | $1.5M | 15,857 | Trimmed |
| 15 | UBS Group AG | $1.4M | 14,672 | Trimmed |
| 16 | JANE STREET GROUP, LLC | $1.2M | 12,466 | New |
| 17 | RAYMOND JAMES FINANCIAL INC | $990,763 | 10,653 | Trimmed |
| 18 | Nilsine Partners, LLC | $925,113 | 8,835 | Trimmed |
| 19 | FSA WEALTH PARTNERS, INC. | $893,544 | 9,608 | New |
| 20 | Garden State Investment Advisory Services LLC | $887,685 | 9,545 | New |
| 21 | Rockefeller Capital Management L.P. | $885,272 | 9,518 | Added |
| 22 | Syntegra Private Wealth Group, LLC | $803,520 | 8,640 | Trimmed |
| 23 | PNC Financial Services Group, Inc. | $563,992 | 6,064 | Trimmed |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $524,985 | 5,645 | Trimmed |
| 25 | Gryphon Financial Partners LLC | $446,400 | 4,800 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31