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

$3.100000027525e+282T

% of Float Held

—

QoQ Change in Holders

+14 / -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 Capital, LLCNew Position+1.0M+$27.5B
Checchi Capital Advisers, LLCNew Position+594K+$16.3B
Clarity Asset Management, Inc.New Position+262K+$7.2B
Walkner Condon Financial Advisors LLCNew Position+233K+$6.4B
Park Edge Advisors, LLCNew Position+216K+$5.9B
GOLDMAN SACHS GROUP INCNew Position+212K+$5.0B
DMC Group, LLCNew Position+165K+$4.5B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+96K+$2.0B
MASTER'S WEALTH MANAGEMENT INC.New Position+70K+$1.9B
AVALON CAPITAL MANAGEMENTNew Position+52K+$1.4B
LAM GROUP, INC.New Position+48K+$1.3B
Cerity Partners OCIO LLCNew Position+30K+$829.0M
Belpointe Asset Management LLCNew Position+27K+$732.0M
Trademark Financial Management, LLCNew Position+23K+$637.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+33K+$510.2M

BWZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Empowered Funds, LLCDecreased-181K-$9.2B
Cetera Investment AdvisersDecreased-577-$2.0B
Cresset Asset Management, LLCDecreased-27K-$1.8B
MML INVESTORS SERVICES, LLCDecreased-17K-$1.4B
WELLS FARGO & COMPANY/MNDecreased-9K-$1.2B
MERCER GLOBAL ADVISORS INC /ADVDecreased-9K-$1.2B
UBS Group AGDecreased-19K-$602.0M
LPL Financial LLCDecreased-945-$427.5M
Caldwell Trust CoDecreased-14K-$402.6M
SYNOVUS FINANCIAL CORPClosed Position-12K-$341.4M
AMERIPRISE FINANCIAL INCClosed Position-10K-$281.8M
ASSETMARK, INCDecreased-902-$25.9M
Lunt Capital Management, Inc.Decreased-324-$19.1M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-348-$10.1M
BANK OF AMERICA CORP /DE/Decreased-13K-$1.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.1,148,611$31.0B0.05%Share
2Quent Capital, LLC1,004,228$27.5B1.99%Share
3Checchi Capital Advisers, LLC594,355$16.3B0.83%Share
4Clarity Asset Management, Inc.262,143$7.2B3.95%Share
5Walkner Condon Financial Advisors LLC233,213$6.4B0.89%Share
6Park Edge Advisors, LLC216,156$5.9B1.34%Share
7UBS Group AG186,732$5.1B0.00%Share
8GOLDMAN SACHS GROUP INC212,022$5.0B0.00%Share
9DMC Group, LLC165,469$4.5B3.03%Share
10ROYAL BANK OF CANADA175,847$4.0B0.00%Share
11Cresset Asset Management, LLC181,659$4.0B0.02%Share
12Rockefeller Capital Management L.P.134,759$3.0B0.01%Share
13OSAIC HOLDINGS, INC.89,526$2.0B0.00%Share
14COMMONWEALTH EQUITY SERVICES, LLC95,904$2.0B0.00%Share
15STUDIO INVESTMENT MANAGEMENT LLC70,522$1.9B0.35%Share
16MASTER'S WEALTH MANAGEMENT INC.69,756$1.9B0.69%Share
17AVALON CAPITAL MANAGEMENT51,535$1.4B0.34%Share
18LAM GROUP, INC.48,025$1.3B0.75%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP50,184$1.0B0.00%Share
20Cerity Partners OCIO LLC30,245$829.0M0.05%Share
21Legacy Wealth Asset Management, LLC28,614$784.0M0.19%Share
22Belpointe Asset Management LLC26,722$732.0M0.03%Share
23Trademark Financial Management, LLC23,252$637.0M0.35%Share
24Lunt Capital Management, Inc.22,757$623.0M0.23%Share
25SATOVSKY ASSET MANAGEMENT LLC20,162$552.0M0.11%Share
26FIDUCIARY FINANCIAL GROUP, LLC14,018$384.0M0.05%Share
27Ethos Financial Group, LLC14,008$383.0M0.03%Share
28Empirical Asset Management, LLC13,529$370.0M0.10%Share
29ONE PLUS ONE WEALTH MANAGEMENT, LLC9,718$266.0M0.12%Share
30LFA - Lugano Financial Advisors SA6,457$176.0M0.09%Share
31COMERICA BANK4,290$117.0M0.00%Share
32Inlight Wealth Management, LLC3,189$87.0M0.03%Share
33MONTAG A & ASSOCIATES INC1,696$46.0M0.00%Share
34COMERICA BANK1,336$36.0M0.00%Share
35ASSETMARK, INC1,287$35.0M0.00%Share
36CREATIVE FINANCIAL DESIGNS INC /ADV1,027$28.0M0.00%Share
37Quent Long Short Global Small Cap Fund, LP1,004,228$27.5M2.23%Share
38Financial Management Professionals, Inc.864,501$23.7M2.44%Share
39Almanack Investment Partners, LLC.527,796$14.5M2.46%Share
40CARDIFF PARK ADVISORS, LLC325$8.0M0.00%Share
41IEQ CAPITAL, LLC224,699$6.0M0.02%Share
42Elevated Capital Advisors, LLC244$6.0M0.00%Share
43JANE STREET GROUP, LLC232,529$6.0M0.00%Share
44Empowered Funds, LLC149,268$4.0M0.03%Share
45ENVESTNET ASSET MANAGEMENT INC116,221$3.0M0.00%Share
46Caldwell Trust Co125$3.0M0.00%Share
47Patriot Financial Group Insurance Agency, LLC92,991$2.5M0.30%Share
48Quantinno Capital Management LP99,925$2.0M0.00%Share
49Farther Finance Advisors, LLC79$2.0M0.00%Share
50GTS SECURITIES LLC97,567$2.0M0.07%Share

BWZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$137.7B+27
Q3 202545$85.3B-25
Q2 202570$256.5B+30
Q1 202540$93.3B+2
Q4 202438$83.9B+9
Q3 202429$11.5T+2
Q2 202427$27.4T-1
Q1 202428$34.7T—

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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 $31.0B in shares. This quarter, 14 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 $31.0B in shares.

Is institutional ownership of BWZ increasing or decreasing?

This quarter, 14 institutions opened new positions in BWZ and 2 closed their positions.