Who Owns BWZ?
SPDR Bloomberg Short Term International Treasury Bond ETF — Institutional Ownership & 13F Holdings
$27.32
-0.01 (-0.05%)
Market Cap
$356.9M
Shares Outstanding
11,536,284
Institutional Holders
40
Total Inst. Value
$100.5M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
9
Closed Positions
7
Increased
13
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Quent Capital, LLC | $22.6M | 861,505 |
| 2 | Financial Management Professionals, Inc. | $20.5M | 780,670 |
| 3 | Checchi Capital Advisers, LLC | $18.3M | 697,614 |
| 4 | MASTER'S WEALTH MANAGEMENT INC. | $7.7M | 293,600 |
| 5 | AVALON CAPITAL MANAGEMENTNew | $5.7M | 216,859 |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $5.5M | 210,206 |
| 7 | Walkner Condon Financial Advisors LLC | $4.2M | 159,085 |
| 8 | ROYAL BANK OF CANADA | $3.6M | 136,026 |
| 9 | Quantinno Capital Management LPNew | $2.6M | 99,925 |
| 10 | Cetera Investment AdvisersNew | $1.9M | 73,600 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Quent Capital, LLC | +58K | $22.6M |
| Financial Management Professionals, Inc. | +767K | $20.5M |
| MASTER'S WEALTH MANAGEMENT INC. | +7K | $7.7M |
| AVALON CAPITAL MANAGEMENTNew | +217K | $5.7M |
| ROYAL BANK OF CANADA | +8K | $3.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -55K | $9K |
| MERCER GLOBAL ADVISORS INC /ADV | -32K | $5.5M |
| Checchi Capital Advisers, LLC | -7K | $18.3M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -6K | $63K |
| Walkner Condon Financial Advisors LLC | -6K | $4.2M |
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Frequently Asked Questions
How many institutional investors hold BWZ?
As of Q1 2025, 40 institutional investors report holding BWZ (SPDR Bloomberg Short Term International Treasury Bond ETF) in their 13F filings.
Which hedge fund owns the most BWZ?
The largest institutional holder of BWZ is Quent Capital, LLC with $22.6M in shares.
Are institutions buying or selling BWZ?
This quarter, 9 institutions opened new positions in BWZ and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.