SPDR SER TR (BWX) is held by 56 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is CI INVESTMENTS INC. as of Q2 2026.

Are institutions buying or selling BWX?

In Q2 2026, 24 institutions opened or increased positions in SPDR SER TR while 32 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on BWX?

HoldingsIntel scores SPDR SER TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for BWX. In Q2 2026, the institutional leg showed net outflows: 24 buying versus 32 selling.

How many hedge funds hold BWX?

56 institutional investors report holding SPDR SER TR (BWX) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into BWX?

As of Q2 2026, tracked institutions in SPDR SER TR show 24 buyers versus 32 sellers — net outflows.

SPDR SER TR

BWX·78464A516·US·ETF

Holders

(10 Elite)

$378.1M

Total Value

43% (56)

Consensus

24 buying - 32 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 56 funds

10 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BWX.

Checking access…

	Action
CI INVESTMENTS INC.	Decreased	4.4M(-31.9%)	$96.2M	0.3%	-2.57%	0
MORGAN STANLEY	Increased	3.4M(+6.8%)	$74.7M	0.0%	-0.43%	32
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	1.7M(-31.9%)	$37.7M	0.0%	-2.07%	0
Creative Planning	Decreased	1.3M(-7.0%)	$27.2M	0.0%	-8.76%	0
JANE STREET GROUP, LLC	Decreased	1M(-65.7%)	$21.7M	0.0%	-2.76%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	697,184(-19.6%)	$15.1M	0.0%	-4.23%	0
BANK OF AMERICA CORP /DE/	Decreased	469,476(-12.0%)	$10.2M	0.0%	-2.17%	0
CITIGROUP INC	Increased	466,784(+4.8%)	$10.1M	0.0%	-7.12%	29
LPL Financial LLC	Decreased	419,399(-6.4%)	$9.1M	0.0%	-5.48%	0
Financial Engines Advisors L.L.C.	Decreased	360,232(-3.7%)	$7.8M	0.0%	+0.76%	0
Cetera Investment Advisers	Decreased	308,639(-4.0%)	$6.7M	0.0%	-0.17%	0
AMERIPRISE FINANCIAL INC	Decreased	302,158(-11.8%)	$6.5M	0.0%	-2.33%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	239,631(-0.9%)	$5.2M	0.0%	-7.31%	0
ASSETMARK, INC	Increased	233,512(+13.0%)	$5.1M	0.0%	-6.16%	30
ALLIANCEBERNSTEIN L.P.	New	219,917	$4.8M	0.0%	-1.75%	37
MML INVESTORS SERVICES, LLC	Decreased	203,525(-27.5%)	$4.4M	0.0%	-2.79%	0
MACKENZIE FINANCIAL CORP	Unchanged	173,005	$3.8M	0.0%	-3.62%	0
JONES FINANCIAL COMPANIES LLLP	Increased	153,742(+33.5%)	$3.3M	0.0%	-3.93%	34
WELLS FARGO & COMPANY/MN	Decreased	144,539(-24.4%)	$3.1M	0.0%	+1.71%	0
UBS Group AG	Increased	140,360(+40.3%)	$3M	0.0%	-6.26%	35

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

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