13F Insight
DOSSIER · 13F Holders · Q1 2026
BWZ

SPDR SERIES TRUST

76 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 78464A334·76 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$207M
visible holders
Holders
76
filers reporting
Concentration
36.94%
RMG Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

76 institutions reported BWZ in Q1 2026. RMG Wealth Management LLC leads at 36.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RMG Wealth Management LLC
CIK 0001844731
$77M3.1M8.85%Q1 202602
Quent Capital, LLC
CIK 0001912338
$30M1.1M2.13%Q1 202603
Checchi Capital Advisers, LLC
CIK 0001598186
$17M641K0.87%Q1 202604
Cresset Asset Management, LLC
CIK 0001761013
$8M310K0.04%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M269K0.00%Q1 202606
LAM GROUP, INC.
CIK 0001961944
$7M264K3.51%Q2 202607
Walkner Condon Financial Advisors LLC
CIK 0001817494
$7M253K0.90%Q1 202608
IEQ CAPITAL, LLC
CIK 0001779789
$6M225K0.03%Q1 202609
BLVD Private Wealth, LLC
CIK 0002079537
$6M221K4.40%Q2 202610
ROYAL BANK OF CANADA
CIK 0001000275
$6M213K0.00%Q1 202611
UBS Group AG
CIK 0001610520
$5M193K0.00%Q1 202612
DMC Group, LLC
CIK 0001893403
$5M178K3.24%Q1 202613
MORGAN STANLEY
CIK 0000895421
$4M162K0.00%Q1 202614
Clarity Asset Management, Inc.
CIK 0001756759
$4M134K1.75%Q2 202615
Creative Planning
CIK 0001540235
$3M129K0.00%Q1 202616
CFG Wealth Management Services, Inc.
CIK 0002133547
$3M113K2.89%Q2 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M112K0.00%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M112K0.00%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$3M109K0.01%Q1 202620
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M109K0.00%Q1 2026
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