STATE STREET SPDR BLOOMBERG BWX
$21.68
+0.4% 52w: $21.59 – $23.01
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.5922.3023.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
159
-3 QoQ
13F value
$870.1M
+27.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$241K calls / — puts
Institutional value by quarter
Number of holders
Who owns BWX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Cerity Partners OCIO LLC | Wealth advisor | 7.1M | $155.6M | 9.3% | -4.6% |
| CI INVESTMENTS INC. | Diversified mechanical | 6.5M | $143.0M | 0.7% | New |
| MORGAN STANLEY | Bank broker | 3.2M | $70.8M | 0.0% | +4.1% |
| JANE STREET GROUP, LLC | Market maker | 2.9M | $64.0M | 0.1% | +535.7% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 2.6M | $56.1M | 0.0% | -7.3% |
| Checchi Capital Advisers, LLC | Wealth advisor | 1.4M | $31.5M | 2.2% | -6.4% |
| Creative Planning | Wealth advisor | 1.4M | $29.6M | 0.0% | +22.8% |
| STATE STREET CORP | Index provider | 1.1M | $24.1M | 0.0% | +7580.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 867.7K | $19.0M | 0.0% | -6.3% |
| LEUTHOLD GROUP, LLC | Other | 829.1K | $18.2M | 1.9% | -0.5% |
| TECTONIC ADVISORS LLC | Wealth advisor | 744.8K | $16.3M | 0.9% | +27.3% |
| GOULD ASSET MANAGEMENT LLC /CA/ | Wealth advisor | 723.4K | $15.9M | 2.8% | +6.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 533.2K | $11.7M | 0.0% | +17.8% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 485.8K | $10.7M | 1.4% | +5.6% |
| LPL Financial LLC | Bank broker | 448.1K | $9.8M | 0.0% | +5.1% |
| CITIGROUP INC | Bank broker | 445.4K | $9.8M | 0.0% | -0.1% |
| FLC Capital Advisors | Wealth advisor | 431.2K | $9.5M | 1.7% | -0.7% |
| Net Worth Advisory Group | Wealth advisor | 391.4K | $8.6M | 1.8% | +2.8% |
| WealthShield Partners, LLC | Wealth advisor | 388.6K | $8.5M | 1.0% | +9.9% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 374.0K | $8.2M | 0.0% | -5.8% |
| JPMORGAN CHASE & CO | Bank broker | 351.1K | $7.6M | 0.0% | +1333.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 342.7K | $7.5M | 0.0% | +52.2% |
| Cetera Investment Advisers | Wealth advisor | 321.5K | $7.1M | 0.0% | -0.8% |
| Ackerman Capital Advisors, LLC | Wealth advisor | 321.0K | $7.0M | 1.4% | +7.1% |
| Upper Left Wealth Management, LLC | Wealth advisor | 312.5K | $6.9M | 4.1% | +17.1% |
| rebel Financial LLC | Wealth advisor | 294.2K | $6.5M | 2.8% | +5.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 280.8K | $6.2M | 0.0% | +23.7% |
| Point Nemo Capital, LLC | Other | 263.7K | $5.8M | 3.8% | +172.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 241.8K | $5.3M | 0.0% | -0.4% |
| CROBAN | Wealth advisor | 224.8K | $4.9M | 2.3% | +9.3% |
| NewSquare Capital LLC | Wealth advisor | 219.0K | $4.8M | 0.4% | +5.7% |
| ASSETMARK, INC | Wealth advisor | 206.6K | $4.5M | 0.0% | +3.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 197.6K | $4.3M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 191.3K | $4.2M | 0.0% | -7.2% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 173.0K | $3.8M | 0.0% | Held |
| Baron Financial Group, LLC | Wealth advisor | 148.9K | $3.3M | 1.8% | +12.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 115.2K | $2.5M | 0.0% | +26.9% |
| Foundations Investment Advisors, LLC | Wealth advisor | 113.4K | $2.5M | 0.0% | +36.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 110.0K | $2.4M | 0.0% | -57.1% |
| Quent Capital, LLC | Wealth advisor | 103.8K | $2.3M | 0.2% | +0.9% |
| UBS Group AG | Bank broker | 100.0K | $2.2M | 0.0% | -29.6% |
| Cerity Partners LLC | Diversified mechanical | 97.6K | $2.1M | 0.0% | +55.0% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 95.4K | $2.1M | 0.2% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 87.5K | $1.9M | 0.0% | -4.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 85.4K | $1.9M | 0.0% | -1.7% |
| Convergence Financial, LLC | Wealth advisor | 80.6K | $1.8M | 0.2% | +121.8% |
| HANCOCK WHITNEY CORP | Other | 79.2K | $1.8M | 0.0% | +79.8% |
| CFG Wealth Management Services, Inc. | Wealth advisor | 74.6K | $1.7M | 1.5% | Held |
| Auour Investments LLC | Wealth advisor | 76.7K | $1.7M | 0.5% | +5.7% |
| Focus Partners Wealth | Wealth advisor | 6.7K | $1.4M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.