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

SPDR SERIES TRUST

142 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 78464A599·142 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$237M
visible holders
Holders
142
filers reporting
Concentration
26.51%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

142 institutions reported XSW in Q1 2026. CWM, LLC leads at 26.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$63M442K0.17%Q1 202602
MORGAN STANLEY
CIK 0000895421
$47M273K0.00%Q2 202603
Kingsview Wealth Management, LLC
CIK 0001791965
$19M109K0.23%Q2 202604
LPL Financial LLC
CIK 0001403438
$13M74K0.00%Q2 202605
McGuire Investment Group, LLC
CIK 0001756959
$11M66K1.00%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M66K0.00%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M57K0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M43K0.00%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$7M42K0.00%Q2 202610
UBS Group AG
CIK 0001610520
$7M39K0.00%Q2 202611
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$6M39K0.01%Q1 202612
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$5M31K0.30%Q2 202613
Belvedere Trading LLC
CIK 0001632341
$5M29K0.01%Q2 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M27K0.00%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$4M25K0.00%Q2 202616
Performa Ltd (US), LLC
CIK 0001650303
$4M22K0.61%Q2 202617
Northeast Financial Consultants Inc
CIK 0001599863
$4M19K0.15%Q2 202518
IEQ CAPITAL, LLC
CIK 0001779789
$4M21K0.02%Q2 202619
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$3M20K0.00%Q2 202620
CITADEL ADVISORS LLC
CIK 0001423053
$3M17K0.00%Q2 2026
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