STATE STREET SPDR BLOOMBERG BWZ
$26.70
0.0% 52w: $26.44 – $28.02
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data26.4427.2328.02
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+1 QoQ
13F value
$289.3M
+27.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BWZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| RMG Wealth Management LLC | Wealth advisor | 3.1M | $76.6M | 8.8% | New |
| Quent Capital, LLC | Wealth advisor | 1.1M | $30.0M | 2.1% | +11.1% |
| Financial Management Professionals, Inc. | Wealth advisor | 915.9K | $24.7M | 2.8% | +5.9% |
| Checchi Capital Advisers, LLC | Wealth advisor | 640.9K | $17.3M | 1.2% | +7.8% |
| Matthew Goff Investment Advisor, LLC | Other | 564.8K | $14.1M | 2.4% | New |
| Cresset Asset Management, LLC | Wealth advisor | 309.8K | $8.3M | 0.0% | +70.5% |
| JANE STREET GROUP, LLC | Market maker | 269.3K | $7.3M | 0.0% | +15.8% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 252.6K | $6.8M | 0.9% | +8.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 230.8K | $6.2M | 0.1% | New |
| IEQ CAPITAL, LLC | Diversified mechanical | 224.7K | $6.0M | 0.0% | Held |
| LAM GROUP, INC. | Wealth advisor | 219.6K | $5.9M | 3.2% | +357.3% |
| ROYAL BANK OF CANADA | Bank broker | 212.9K | $5.7M | 0.0% | +19.1% |
| BLVD Private Wealth, LLC | Wealth advisor | 208.0K | $5.6M | 4.9% | New |
| UBS Group AG | Bank broker | 193.0K | $5.2M | 0.0% | +3.4% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 191.4K | $5.2M | 0.3% | +105.9% |
| DMC Group, LLC | Other | 178.1K | $4.8M | 3.2% | +7.6% |
| Clarity Asset Management, Inc. | Wealth advisor | 176.7K | $4.8M | 2.4% | -32.6% |
| MORGAN STANLEY | Bank broker | 161.6K | $4.3M | 0.0% | +646.6% |
| Creative Planning | Wealth advisor | 128.8K | $3.5M | 0.0% | +3.4% |
| CFG Wealth Management Services, Inc. | Wealth advisor | 113.5K | $3.1M | 2.8% | +3.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 112.4K | $3.0M | 0.0% | -3.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 112.3K | $3.0M | 0.0% | -91.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 109.4K | $2.9M | 0.0% | -18.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 109.3K | $2.9M | 0.0% | New |
| Quantinno Capital Management LP | Diversified mechanical | 101.0K | $2.7M | 0.0% | +1.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 98.2K | $2.6M | 0.0% | +2.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 89.3K | $2.4M | 0.0% | +103.3% |
| Almanack Investment Partners, LLC. | Wealth advisor | 81.7K | $2.2M | 0.4% | -84.5% |
| STUDIO INVESTMENT MANAGEMENT LLC | Wealth advisor | 72.5K | $2.0M | 0.4% | +2.8% |
| Cetera Investment Advisers | Wealth advisor | 66.1K | $1.8M | 0.0% | -5.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 63.4K | $1.7M | 0.0% | +26.2% |
| MASTER'S WEALTH MANAGEMENT INC. | Wealth advisor | 55.8K | $1.5M | 0.5% | -20.0% |
| Park Edge Advisors, LLC | Other | 47.4K | $1.3M | 0.3% | -78.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 36.7K | $988K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 35.4K | $953K | 0.0% | +3.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 33.6K | $904K | 0.0% | -2.2% |
| Cerity Partners OCIO LLC | Wealth advisor | 32.4K | $871K | 0.1% | +7.0% |
| Legacy Wealth Asset Management, LLC | Other | 29.7K | $799K | 0.2% | +3.7% |
| Belpointe Asset Management LLC | Wealth advisor | 27.8K | $750K | 0.0% | +4.2% |
| Lunt Capital Management, Inc. | Wealth advisor | 22.8K | $614K | 0.2% | +0.2% |
| DF DENT & CO INC | Other | 22.3K | $600K | 0.0% | Held |
| NerdWallet Wealth Partners, LLC | Wealth advisor | 20.2K | $545K | 0.2% | New |
| SATOVSKY ASSET MANAGEMENT LLC | Wealth advisor | 20.2K | $545K | 0.1% | +0.3% |
| Palisades Hudson Asset Management, L.P. | Wealth advisor | 20.1K | $541K | 0.2% | +0.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 19.1K | $515K | 0.0% | -41.5% |
| Haverford Trust Co | Other | 18.4K | $496K | 0.0% | +98.3% |
| Trademark Financial Management, LLC | Wealth advisor | 16.4K | $442K | 0.2% | -29.5% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 15.9K | $428K | 0.0% | +25.2% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 15.9K | $427K | 0.0% | +50.3% |
| Empirical Asset Management, LLC | Wealth advisor | 14.7K | $397K | 0.1% | +9.0% |
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.
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