BWX SPDR SERIES TRUST: institutional ownership and insider trading

168 funds reported holding $712M of SPDR SERIES TRUST in their latest 13F filings; in Q2 2026 funds net sold $150M, with 17 new positions and 20 funds selling out.

Famous investors holding BWX

Largest institutional holders of BWX

  1. Cerity Partners OCIO LLC — $169M
  2. CI INVESTMENTS INC. — $96.2M
  3. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $74.7M
  4. MANUFACTURERS LIFE INSURANCE COMPANY, THE — $37.7M
  5. Checchi Capital Advisers, LLC — $31.4M
  6. Creative Planning — $27.2M
  7. JANE STREET GROUP, LLC — $21.7M
  8. GOULD ASSET MANAGEMENT LLC /CA/ — $16.4M
  9. TECTONIC ADVISORS LLC — $15.8M
  10. ENVESTNET ASSET MANAGEMENT INC — $15.1M

All BWX 13F holders