SPDR SERIES TRUST

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BWX·78464A516·US·etf·Unknown - Unknown

BLOOMBERG INTL T

BWX (SPDR SERIES TRUST) is held by 53 institutional investors as of Q1 2026. Largest holders: CI INVESTMENTS INC. ($143M), MORGAN STANLEY ($70.8M), JANE STREET GROUP, LLC ($64M). Net institutional sentiment: Mixed.

53

Holders

Avg rating(12 Elite)

$516.1M

Total Value

40% (61)

Fund Consensus

23 buying - 34 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how BWX's score breaks down across 4 SEC sources

Holder Quality

12

★★★★★

Elite

20

★★★★

Strong

19

★★★

Solid

9

★★

Below

1

★

Weak

Held by 53 funds

12 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (53)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CI INVESTMENTS INC.	New	6.5M	$143M	0.7%	-3.02%	59
MORGAN STANLEY	Increased	3.2M(+4.2%)	$70.8M	0.0%	+1.46%	31
JANE STREET GROUP, LLC	Increased	2.9M(+535.7%)	$64M	0.0%	-2.87%	48
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	2.6M(-7.3%)	$56.1M	0.0%	-0.24%	0
Creative Planning	Increased	1.4M(+22.8%)	$29.6M	0.0%	-7.48%	35
STATE STREET CORP	Increased	1.1M(+7580.3%)	$24.1M	0.0%	-3.05%	46
ENVESTNET ASSET MANAGEMENT INC	Decreased	867,715(-6.3%)	$19M	0.0%	-2.59%	0
BANK OF AMERICA CORP /DE/	Increased	533,238(+17.8%)	$11.7M	0.0%	-0.68%	33
LPL Financial LLC	Increased	448,054(+5.1%)	$9.8M	0.0%	-3.86%	29
CITIGROUP INC	Decreased	445,393(-0.1%)	$9.8M	0.0%	-5.13%	0
Financial Engines Advisors L.L.C.	Decreased	374,015(-5.8%)	$8.2M	0.0%	+2.50%	0
JPMORGAN CHASE & CO	Increased	351,145(+1333.9%)	$7.6M	0.0%	-3.00%	44
AMERIPRISE FINANCIAL INC	Increased	342,680(+52.2%)	$7.5M	0.0%	-1.18%	38
Cetera Investment Advisers	Decreased	321,487(-0.8%)	$7.1M	0.0%	+1.61%	0
MML INVESTORS SERVICES, LLC	Increased	280,786(+23.6%)	$6.2M	0.0%	-1.51%	33
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	241,827(-0.4%)	$5.3M	0.0%	-5.48%	0
ASSETMARK, INC	Increased	206,597(+3.0%)	$4.5M	0.0%	-5.15%	28
WELLS FARGO & COMPANY/MN	Decreased	191,278(-7.2%)	$4.2M	0.0%	+3.49%	0
MACKENZIE FINANCIAL CORP	Unchanged	173,005	$3.8M	0.0%	-12.20%	0
JONES FINANCIAL COMPANIES LLLP	Increased	115,208(+26.9%)	$2.5M	0.0%	-3.24%	32

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer