13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BWX

SPDR SERIES TRUST

169 institutions still hold SPDR SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A516·169 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.5%
vs prior quarter
13F value held
$722M
62.0% inst. owned
of float
Holders
169
+114 QoQ
filers reporting
Activity
+83 / −25
+755 added · −769 reduced
this quarter
Concentration
21.56%
Cerity Partners OCIO LLC #1
top holder share
AI Holders Summary · Q1 2026

169 institutions reported BWX in Q1 2026. Cerity Partners OCIO LLC leads at 21.6% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Cerity Partners OCIO LLC
CIK 0001519611
$156M7.1M9.33%Q1 202602
CI INVESTMENTS INC.
CIK 0001163648
$143M6.5M0.69%Q1 202603
MORGAN STANLEY
CIK 0000895421
$71M3.2M0.00%Q1 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$64M2.9M0.01%Q1 202605
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$56M2.6M0.05%Q1 202606
Checchi Capital Advisers, LLC
CIK 0001598186
$31M1.4M1.59%Q1 202607
Creative Planning
CIK 0001540235
$30M1.4M0.02%Q1 202608
STATE STREET CORP
CIK 0000093751
$24M1.1M0.00%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$19M868K0.01%Q1 202610
LEUTHOLD GROUP, LLC
CIK 0001170152
$19M833K2.03%Q4 202511
TECTONIC ADVISORS LLC
CIK 0001859918
$16M745K0.86%Q1 202612
GOULD ASSET MANAGEMENT LLC /CA/
CIK 0001091961
$16M723K2.76%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M533K0.00%Q1 202614
Walkner Condon Financial Advisors LLC
CIK 0001817494
$11M486K1.41%Q1 202615
LPL Financial LLC
CIK 0001403438
$10M448K0.00%Q1 202616
CITIGROUP INC
CIK 0000831001
$10M445K0.00%Q1 202617
FLC Capital Advisors
CIK 0001713697
$9M431K1.69%Q1 202618
Net Worth Advisory Group
CIK 0001791998
$9M391K1.78%Q1 202619
WealthShield Partners, LLC
CIK 0001729303
$9M389K0.95%Q1 202620
Financial Engines Advisors L.L.C.
CIK 0001420473
$8M374K0.02%Q1 2026
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