ETF Holders

Who owns BWX?

Bond

State Street SPDR Bloomberg International Treasury Bond ETF · State Street

158 institutions reported holding BWX, worth $704.3M, in Form 13F filings for June 30, 2026.

13F holders
158
Institutional value
$704.3M
Change from prior quarter
-18.4%
−$158.9M, with price moves
New and sold-out firms
24 / 21
51 added, 57 trimmed

Top 10 institutional holders of BWX

FirmLocationValueSharesChange
Cerity Partners OCIO LLCNew York, NY$169.4M7,812,961+724,945 shares
CI Investments Inc.Toronto, Canada$96.2M4,435,253−2,081,388 shares
Morgan StanleyNew York, NY$74.7M3,443,678+219,593 shares
Manufacturers Life Insurance Company, theToronto, Ontario, Canada$37.7M1,740,387−816,541 shares
Checchi Capital Advisers, LLCBeverly Hills, CA$31.4M1,446,266+12,529 shares
Creative PlanningOverland Park, KS$27.2M1,256,828−93,955 shares
Jane Street Group, LLCNew York, NY$21.7M1,000,518−1,917,108 shares
Gould Asset Management LLCClaremont, CA$16.4M755,142+31,754 shares
Tectonic Advisors LLCFrisco, TX$16.1M744,825No change
Envestnet Asset Management Inc.Berwyn, PA$15.1M697,184−170,531 shares
148 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns BWX?

158 institutional managers reported holding BWX in Form 13F filings for June 30, 2026, worth $704.3M in total. The largest reported position was held by Cerity Partners OCIO LLC, at $169.4M.

Did institutions buy or sell BWX last quarter?

Reported 13F value fell 18.4% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 21 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is BWX ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.