Who owns BWZ?
State Street SPDR Bloomberg Short Term International Treasury Bond ETF · State Street
73 institutions reported holding BWZ, worth $186.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BWZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Quent Capital, LLC | New York, NY | $31.1M | 1,163,836 | +47,782 shares |
| Goldman Sachs Group Inc. | New York, NY | $23.0M | 859,973 | New position |
| Checchi Capital Advisers, LLC | Beverly Hills, CA | $16.5M | 618,247 | −22,631 shares |
| Cresset Asset Management, LLC | Chicago, IL | $8.1M | 304,464 | −5,296 shares |
| Walkner Condon Financial Advisors LLC | Madison, WI | $7.3M | 274,306 | +21,739 shares |
| LAM Group, Inc. | Lake Oswego, OR | $7.1M | 264,206 | +44,606 shares |
| UBS Group AG | Zurich, Switzerland | $7.0M | 262,757 | +69,767 shares |
| Empowered Funds, LLC | Newtown Square, PA | $6.3M | 236,428 | New position |
| IEQ Capital, LLC | Foster City, CA | $6.0M | 224,699 | No change |
| BLVD Private Wealth, LLC | Prospect, KY | $5.9M | 221,479 | +13,506 shares |
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 BWZ?
73 institutional managers reported holding BWZ in Form 13F filings for June 30, 2026, worth $186.5M in total. The largest reported position was held by Quent Capital, LLC, at $31.1M.
Did institutions buy or sell BWZ last quarter?
Reported 13F value fell 35.5% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 10 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 BWZ 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.