Who Owns SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ)?Hedge Fund & Institutional Holders

$26.87-0.22 (-0.81%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.100027525275252e+173T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$25.07$25.87$26.66$27.46$28.26Sep 24Jun 25Mar 26

BWZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Quent Long Short Global Small Cap Fund, LPNew Position+1.0M+$27.5M
Quent Capital, LLCNew Position+1.0M+$27.5M
Checchi Capital Advisers, LLCNew Position+594K+$16.3M
Almanack Investment Partners, LLC.New Position+528K+$14.5M
Clarity Asset Management, Inc.New Position+262K+$7.2M
Walkner Condon Financial Advisors LLCNew Position+233K+$6.4M
Park Edge Advisors, LLCNew Position+216K+$5.9M
GOLDMAN SACHS GROUP INCNew Position+212K+$5.0M
DMC Group, LLCNew Position+165K+$4.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+116K+$3.0M
GTS SECURITIES LLCNew Position+98K+$2.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+96K+$2.0M
MASTER'S WEALTH MANAGEMENT INC.New Position+70K+$1.9M
AVALON CAPITAL MANAGEMENTNew Position+52K+$1.4M
LAM GROUP, INC.New Position+48K+$1.3M

BWZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Empowered Funds, LLCDecreased-181K-$9.2B
Cresset Asset Management, LLCDecreased-27K-$5.8B
UBS Group AGDecreased-19K-$5.7B
Cetera Investment AdvisersDecreased-577-$2.0B
BANK OF AMERICA CORP /DE/Decreased-13K-$1.6B
MML INVESTORS SERVICES, LLCDecreased-17K-$1.4B
WELLS FARGO & COMPANY/MNDecreased-9K-$1.2B
MERCER GLOBAL ADVISORS INC /ADVDecreased-9K-$1.2B
Transamerica Financial Advisors, LLCDecreased-2K-$991.9M
MORGAN STANLEYDecreased-7K-$794.5M
Lunt Capital Management, Inc.Decreased-324-$641.5M
LPL Financial LLCDecreased-945-$427.5M
Caldwell Trust CoDecreased-14K-$405.6M
SYNOVUS FINANCIAL CORPClosed Position-12K-$341.4M
AMERIPRISE FINANCIAL INCClosed Position-10K-$281.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.1,148,611$31.0M0.05%Share
2Quent Capital, LLC1,004,228$27.5M1.99%Share
3Quent Long Short Global Small Cap Fund, LP1,004,228$27.5M2.23%Share
4Financial Management Professionals, Inc.864,501$23.7M2.44%Share
5Checchi Capital Advisers, LLC594,355$16.3M0.83%Share
6Almanack Investment Partners, LLC.527,796$14.5M2.46%Share
7Clarity Asset Management, Inc.262,143$7.2M3.95%Share
8Walkner Condon Financial Advisors LLC233,213$6.4M0.89%Share
9JANE STREET GROUP, LLC232,529$6.0M0.00%Share
10IEQ CAPITAL, LLC224,699$6.0M0.02%Share
11Park Edge Advisors, LLC216,156$5.9M1.34%Share
12UBS Group AG186,732$5.1M0.00%Share
13GOLDMAN SACHS GROUP INC212,022$5.0M0.00%Share
14DMC Group, LLC165,469$4.5M3.03%Share
15Cresset Asset Management, LLC181,659$4.0M0.02%Share
16ROYAL BANK OF CANADA175,847$4.0M0.00%Share
17Empowered Funds, LLC149,268$4.0M0.03%Share
18Rockefeller Capital Management L.P.134,759$3.0M0.01%Share
19Creative Planning124,634$3.0M0.00%Share
20ENVESTNET ASSET MANAGEMENT INC116,221$3.0M0.00%Share
21Patriot Financial Group Insurance Agency, LLC92,991$2.5M0.30%Share
22COMMONWEALTH EQUITY SERVICES, LLC95,904$2.0M0.00%Share
23Quantinno Capital Management LP99,925$2.0M0.00%Share
24OSAIC HOLDINGS, INC.89,526$2.0M0.00%Share
25GTS SECURITIES LLC97,567$2.0M0.07%Share
26STUDIO INVESTMENT MANAGEMENT LLC70,522$1.9M0.35%Share
27MASTER'S WEALTH MANAGEMENT INC.69,756$1.9M0.69%Share
28AVALON CAPITAL MANAGEMENT51,535$1.4M0.34%Share
29LAM GROUP, INC.48,025$1.3M0.75%Share
30SUSQUEHANNA INTERNATIONAL GROUP, LLP50,184$1.0M0.00%Share
31Cetera Investment Advisers69,614$1.0M0.00%Share
32Transamerica Financial Advisors, LLC33,766$925K0.08%Share
33Cerity Partners OCIO LLC30,245$829K0.05%Share
34Legacy Wealth Asset Management, LLC28,614$784K0.19%Share
35Belpointe Asset Management LLC26,722$732K0.03%Share
36Trademark Financial Management, LLC23,252$637K0.35%Share
37Lunt Capital Management, Inc.22,757$623K0.23%Share
38SATOVSKY ASSET MANAGEMENT LLC20,162$552K0.11%Share
39Palisades Hudson Asset Management, L.P.20,069$550K0.21%Share
40FIDUCIARY FINANCIAL GROUP, LLC14,018$384K0.05%Share
41Ethos Financial Group, LLC14,008$383K0.03%Share
42Empirical Asset Management, LLC13,529$370K0.10%Share
43Martin Capital Partners, LLC10,395$285K0.11%Share
44ONE PLUS ONE WEALTH MANAGEMENT, LLC9,718$266K0.12%Share
45LFA - Lugano Financial Advisors SA6,457$176K0.09%Share
46COMERICA BANK4,290$117K0.00%Share
47Inlight Wealth Management, LLC3,189$87K0.03%Share
48Allworth Financial LP1,818$49K0.00%Share
49MONTAG A & ASSOCIATES INC1,696$46K0.00%Share
50COMERICA BANK1,336$36K0.00%Share

BWZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$234.7M+27
Q3 202545$113.7B-25
Q2 202570$290.1B+30
Q1 202540$109.7B+2
Q4 202438$315.8B+9
Q3 202429$35.1T+2
Q2 202427$49.2T-1
Q1 202428$59.8T—

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As of Q4 2025, 50 institutional investors hold BWZ (SPDR Bloomberg Short Term International Treasury Bond ETF). The largest holder is OSAIC HOLDINGS, INC. with $31.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own BWZ?

As of Q4 2025, 50 institutional investors report holding BWZ (SPDR Bloomberg Short Term International Treasury Bond ETF) in their 13F filings.

Who is the largest institutional holder of BWZ?

The largest institutional holder of BWZ is OSAIC HOLDINGS, INC. with $31.0M in shares.

Is institutional ownership of BWZ increasing or decreasing?

This quarter, 15 institutions opened new positions in BWZ and 2 closed their positions.