Who Owns SPDR (GWX)? -- Institutional Holders (2026-06-30)

283 institutions reported holding $607.0M of SPDR (GWX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($59.2M), ENVESTNET ASSET MANAGEMENT INC ($40.7M), Savant Capital, LLC ($28.2M), Envestnet Portfolio Solutions, Inc. ($27.7M), OSAIC HOLDINGS, INC. ($27.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$59.2M1.4MAdded
2ENVESTNET ASSET MANAGEMENT INC$40.7M930,697Added
3Savant Capital, LLC$28.2M656,349Added
4Envestnet Portfolio Solutions, Inc.$27.7M633,085Added
5OSAIC HOLDINGS, INC.$27.2M622,405Added
6Cetera Investment Advisers$25.4M581,318Added
7BANK OF AMERICA CORP /DE/$24.1M550,651Trimmed
8BRYN MAWR TRUST Co$22.0M503,359Trimmed
9TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$19.9M455,686Added
10ASSETMARK, INC$19.4M442,806Trimmed
11Cerity Partners LLC$14.8M338,835Added
12WELLS FARGO & COMPANY/MN$14.5M330,645Trimmed
13MORGAN STANLEY$11.7M266,311Trimmed
14Creative Planning$11.3M259,010Trimmed
15COMMERCE BANK$10.4M238,197Added
16PARK AVENUE SECURITIES LLC$10.3M235,610Trimmed
17N.E.W. Advisory Services LLC$9.8M223,623Trimmed
18FMR LLC$7.7M175,443Added
19JANE STREET GROUP, LLC$7.2M163,857New
20Cambridge Investment Research Advisors, Inc.$6.8M155,342Added
21UBS Group AG$6.0M137,293Added
22RTD Financial Advisors, Inc.$5.5M124,894Trimmed
23EP Wealth Advisors, LLC$5.3M121,785New
24MAI Capital Management$5.2M119,445Added
25Equitable Holdings, Inc.$4.9M111,608Trimmed

Source: SEC Form 13F filings · as of 2026-06-30