13F Insight
DOSSIER · 13F Holders · Q2 2026
BWX

SPDR SERIES TRUST

167 institutions still hold SPDR SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A516·167 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$636M
visible holders
Holders
167
filers reporting
Concentration
26.62%
Cerity Partners OCIO LLC #1
top holder share
AI Holders Summary · Q2 2026

167 institutions reported BWX in Q2 2026. Cerity Partners OCIO LLC leads at 26.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Cerity Partners OCIO LLC
CIK 0001519611
$169M7.8M8.57%Q2 202602
CI INVESTMENTS INC.
CIK 0001163648
$96M4.4M0.31%Q2 202603
MORGAN STANLEY
CIK 0000895421
$75M3.4M0.00%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$64M2.9M0.01%Q1 202605
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$38M1.7M0.03%Q2 202606
Checchi Capital Advisers, LLC
CIK 0001598186
$31M1.4M1.41%Q2 202607
Creative Planning
CIK 0001540235
$27M1.3M0.02%Q2 202608
GOULD ASSET MANAGEMENT LLC /CA/
CIK 0001091961
$16M755K2.58%Q2 202609
TECTONIC ADVISORS LLC
CIK 0001859918
$16M745K0.78%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M697K0.00%Q2 202611
LEUTHOLD GROUP, LLC
CIK 0001170152
$12M531K1.16%Q2 202612
Walkner Condon Financial Advisors LLC
CIK 0001817494
$11M495K1.23%Q2 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M469K0.00%Q2 202614
CITIGROUP INC
CIK 0000831001
$10M467K0.00%Q2 202615
LPL Financial LLC
CIK 0001403438
$9M419K0.00%Q2 202616
Net Worth Advisory Group
CIK 0001791998
$8M384K2.10%Q2 202617
Financial Engines Advisors L.L.C.
CIK 0001420473
$8M360K0.01%Q2 202618
Ackerman Capital Advisors, LLC
CIK 0001699506
$7M320K1.40%Q2 202619
Cetera Investment Advisers
CIK 0001666741
$7M309K0.01%Q2 202620
Upper Left Wealth Management, LLC
CIK 0001911228
$7M307K3.68%Q2 2026
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