SPDR SERIES TRUST - BWX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$704.4M
QoQ value delta ($000)
+$193K (+0.03%)
Implied price effect (QoQ)
-0.0%
Shares
Total shares
32,460,981
QoQ shares delta
+9,125 (+0.03%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 1 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Cerity Partners OCIO LLC 169,384 7,812,961 8.57%
CI INVESTMENTS INC. 96,156 4,435,253 0.31%
MORGAN STANLEY 74,658 3,443,678 0.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 37,731 1,740,387 0.03%
Checchi Capital Advisers, LLC 31,355 1,446,266 1.41%
Creative Planning 27,248 1,256,828 0.02%
JANE STREET GROUP, LLC 21,691 1,000,518 0.0%
GOULD ASSET MANAGEMENT LLC /CA/ 16,371 755,142 2.58%
TECTONIC ADVISORS LLC 16,147 744,825 0.78%
ENVESTNET ASSET MANAGEMENT INC 15,114 697,184 0.0%
LEUTHOLD GROUP, LLC 11,518 531,295 1.16%
Walkner Condon Financial Advisors LLC 10,729 494,885 1.23%
BANK OF AMERICA CORP /DE/ 10,178 469,476 0.0%
CITIGROUP INC 10,119 466,784 0.0%
LPL Financial LLC 9,092 419,399 0.0%
Net Worth Advisory Group 8,332 384,335 2.1%
Financial Engines Advisors L.L.C. 7,809 360,232 0.01%
Ackerman Capital Advisors, LLC 6,946 320,396 1.4%
Cetera Investment Advisers 6,691 308,639 0.01%
Upper Left Wealth Management, LLC 6,649 306,718 3.68%
AMERIPRISE FINANCIAL INC 6,545 302,158 0.0%
PNC FINANCIAL SERVICES GROUP, INC. 5,195 239,631 0.0%
NewSquare Capital LLC 5,099 235,237 0.38%
ASSETMARK, INC 5,062 233,512 0.01%
ALLIANCEBERNSTEIN L.P. 4,827 219,917 0.0%