BWZ

STATE STREET SPDR BLOOMBERG
USCUSIP 78464A334
Institutional Owners
22
+1 QoQ
13F Value Held
$52.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)12 adding · 5 trimming
Insider net (180d)+$0
Price history not yet available for BWZ.

Top institutional holders

22 13F filers
#FundPosition valueSharesLast moveAs of
1Checchi Capital Advisers, LLC
$17.3M
640.9KAddedQ1 2026
2Cresset Asset Management, LLC
$8.3M
309.8KAddedQ1 2026
3EVERGREEN CAPITAL MANAGEMENT LLC
$6.2M
230.8KNewQ1 2026
4IEQ CAPITAL, LLC
$6.0M
224.7KHeldQ1 2026
5Patriot Financial Group Insurance Agency, LLC
$5.2M
191.4KAddedQ1 2026
6Rockefeller Capital Management L.P.
$3.7M
134.8KNewQ4 2025
7CITADEL ADVISORS LLC
$988K
36.7KNewQ1 2026
8MML INVESTORS SERVICES, LLC
$904K
33.6KReducedQ1 2026
9Cerity Partners OCIO LLC
$871K
32.4KAddedQ1 2026
10DF DENT & CO INC
$600K
22.3KHeldQ1 2026
11Haverford Trust Co
$496K
18.4KAddedQ1 2026
12Pinnacle Financial Partners, Inc.
$428K
15.9KAddedQ1 2026
13LEAVELL INVESTMENT MANAGEMENT, INC.
$427K
15.9KAddedQ1 2026
14Purpose Unlimited Inc.
$379K
14.1KReducedQ1 2026
15Csenge Advisory Group
$209K
7.8KNewQ1 2026
16CREATIVE FINANCIAL DESIGNS INC /ADV
$28K
1.0KNewQ4 2025
17ASSETMARK, INC
$11K
425ReducedQ1 2026
18Smartleaf Asset Management LLC
$4K
168HeldQ1 2026
19HUNTINGTON NATIONAL BANK
$54
2HeldQ1 2026
20EASTERN BANK
$27
1HeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
5
funds
Added
7
funds
Reduced
3
funds
Exited
2
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

19 funds+18 since Q2 2018
01019Q2 2018Q1 2019Q4 2019Q3 2020Q2 2021Q1 2026
funds holding aggregate valuelatest $48M

Funds that own BWZ also own

CompanyCo-held byCombined value
Vanguard FTSE Developed ETFVEA21 funds$2.3B
SPDR Gold TrustGLD21 funds$1.1B
Nvidia Corp ComNVDA20 funds$9.6B
Apple IncAAPL20 funds$8.1B
iShares Core S&P 500 ETFIVV20 funds$8.0B
Microsoft CorpMSFT20 funds$6.7B
STATE STREET SPDR S&P 500 ETFSPY20 funds$6.6B
Amazon Com IncAMZN20 funds$5.5B
Alphabet Inc Class A Cap STKGOOGL20 funds$5.5B
Vanguard S&P 500 ETFVOO20 funds$5.3B
Meta Platforms, Inc.META20 funds$3.9B
Broadcom LimitedAVGO20 funds$3.9B

Ranked by how many of BWZ's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BWZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.