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

SPDR SERIES TRUST

74 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 78464A334·74 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$160M
visible holders
Holders
74
filers reporting
Concentration
19.51%
Quent Capital, LLC #1
top holder share
AI Holders Summary · Q2 2026

74 institutions reported BWZ in Q2 2026. Quent Capital, LLC leads at 19.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Quent Capital, LLC
CIK 0001912338
$31M1.2M1.91%Q2 202602
GOLDMAN SACHS GROUP INC
CIK 0000886982
$23M860K0.00%Q2 202603
Checchi Capital Advisers, LLC
CIK 0001598186
$17M618K0.75%Q2 202604
Cresset Asset Management, LLC
CIK 0001761013
$8M304K0.03%Q2 202605
Walkner Condon Financial Advisors LLC
CIK 0001817494
$7M274K0.84%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M269K0.00%Q1 202607
LAM GROUP, INC.
CIK 0001961944
$7M264K3.51%Q2 202608
UBS Group AG
CIK 0001610520
$7M263K0.00%Q2 202609
Empowered Funds, LLC
CIK 0001592828
$6M236K0.03%Q2 202610
BLVD Private Wealth, LLC
CIK 0002079537
$6M232K4.63%Q3 202611
IEQ CAPITAL, LLC
CIK 0001779789
$6M225K0.03%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$6M215K0.00%Q2 202613
DMC Group, LLC
CIK 0001893403
$5M199K3.65%Q2 202614
MORGAN STANLEY
CIK 0000895421
$4M162K0.00%Q2 202615
Creative Planning
CIK 0001540235
$4M136K0.00%Q2 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M124K0.00%Q2 202617
CFG Wealth Management Services, Inc.
CIK 0002133547
$3M113K2.89%Q2 202618
Patriot Financial Group Insurance Agency, LLC
CIK 0001694883
$3M104K0.27%Q3 202619
Quantinno Capital Management LP
CIK 0001759654
$3M100K0.00%Q2 202620
LPL Financial LLC
CIK 0001403438
$3M100K0.00%Q2 2026
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