BWZ institutional holders

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding73
Shares held6,971,981
Reported value$186.5m
Quarter flows9 new, 27 added, 22 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Quent Capital, LLC1,163,836$31.1m1.9%
GOLDMAN SACHS GROUP INC859,973$23.0m0.0%
Checchi Capital Advisers, LLC618,247$16.5m0.7%
Cresset Asset Management, LLC304,464$8.1m0.0%
Walkner Condon Financial Advisors LLC274,306$7.3m0.8%
LAM GROUP, INC.264,206$7.1m3.5%
UBS Group AG262,757$7.0m0.0%
Empowered Funds, LLC236,428$6.3m0.0%
IEQ CAPITAL, LLC224,699$6.0m0.0%
BLVD Private Wealth, LLC221,479$5.9m4.4%
ROYAL BANK OF CANADA214,513$5.7m0.0%
DMC Group, LLC199,152$5.3m3.7%
MORGAN STANLEY162,110$4.3m0.0%
Creative Planning136,069$3.6m0.0%
Clarity Asset Management, Inc.133,731$3.6m1.8%
ENVESTNET ASSET MANAGEMENT INC123,852$3.3m0.0%
CFG Wealth Management Services, Inc.113,466$3.1m2.9%
Patriot Financial Group Insurance Agency, LLC102,347$2.7m0.3%
Quantinno Capital Management LP99,925$2.7m0.0%
LPL Financial LLC99,563$2.7m0.0%
COMMONWEALTH EQUITY SERVICES, LLC99,478$2.7m0.0%
EVERGREEN CAPITAL MANAGEMENT LLC86,641$2.3m0.0%
OSAIC HOLDINGS, INC.85,508$2.3m0.0%
STUDIO INVESTMENT MANAGEMENT LLC76,055$2.0m0.3%
BANK OF AMERICA CORP /DE/67,162$1.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BWZ"). BWZ price history · All 13F data

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