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SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) Institutional Ownership

$27.84 -0.06 (-0.22%)
Closing price 09/9/2025 04:10 PM Eastern
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$27.84 +0.00 (+0.02%)
As of 09/9/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Bloomberg Short Term International Treasury Bond ETF (NYSEARCA:BWZ)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$150.30M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$21.79M
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BWZ Institutional Buying and Selling by Quarter

SPDR Bloomberg Short Term International Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.84,678$2.38M0.0%+51.4%0.455%
8/15/2025MML Investors Services LLC53,822$1.51M0.0%+1.2%0.289%
8/15/2025Bank of America Corp DE31,673$889K0.0%+499.5%0.170%
8/14/2025Jane Street Group LLC154,544$4.34M0.0%N/A0.831%
8/14/2025Raymond James Financial Inc.3,284$92K0.0%N/A0.018%
8/14/2025Transamerica Financial Advisors LLC36,236$1.02M0.1%N/A0.195%
8/14/2025Cerity Partners LLC14,514$407K0.0%N/A0.078%
8/13/2025Cresset Asset Management LLC302,046$8.48M0.0%N/A1.624%
8/13/2025CW Advisors LLC1,092,802$30.68M0.3%N/A5.875%
8/12/2025JPMorgan Chase & Co.23,530$660K0.0%N/A0.127%
8/11/2025Empowered Funds LLC404,843$11.35M0.1%N/A2.177%
8/8/2025Rockefeller Capital Management L.P.134,413$3.77M0.0%N/A0.723%
8/8/2025Cetera Investment Advisers88,411$2.48M0.0%+20.1%0.475%
8/8/2025Creative Planning107,624$3.02M0.0%+10.9%0.579%
8/7/2025Avalon Capital Management824,784$23.15M6.2%+280.3%4.434%
8/6/2025Walkner Condon Financial Advisors LLC179,140$5.03M0.9%+12.6%0.963%
8/1/2025Envestnet Asset Management Inc.434,411$12.19M0.0%+33.2%2.336%
7/31/2025VestGen Investment Management20,892$586K0.4%N/A0.112%
7/31/2025Leavell Investment Management Inc.10,768$302K0.0%+10.7%0.058%
7/31/2025Trademark Financial Management LLC24,264$681K0.4%N/A0.130%
7/30/2025Studio Investment Management LLC50,255$1.41M0.3%+12.0%0.270%
7/29/2025Master S Wealth Management Inc.291,710$8.19M3.8%-0.6%1.568%
7/28/2025Lunt Capital Management Inc.23,331$655K0.3%+1.7%0.125%
7/25/2025Almanack Investment Partners LLC.459,289$12.89M2.1%N/A2.469%
7/23/2025Ignite Planners LLC10,320$285K0.0%N/A0.055%
7/23/2025DMC Group LLC80,125$2.25M1.7%N/A0.431%
7/22/2025Inlight Wealth Management LLC3,189$90K0.0%N/A0.017%
7/22/2025Belpointe Asset Management LLC28,649$804K0.0%N/A0.154%
7/22/2025Checchi Capital Advisers LLC572,833$16.08M0.9%-17.9%3.080%
7/21/2025Quent Capital LLC898,480$25.22M2.4%+4.3%4.831%
7/21/2025Ascent Group LLC20,530$576K0.0%N/A0.110%
7/21/2025Patriot Financial Group Insurance Agency LLC60,858$1.71M0.2%N/A0.327%
7/17/2025Janney Montgomery Scott LLC7,519$211K0.0%N/A0.040%
7/15/2025Financial Management Professionals Inc.793,995$22.29M2.5%+1.7%4.269%
7/9/2025Balefire LLC56,091$1.57M0.3%N/A0.302%
7/8/2025Martin Capital Partners LLC12,157$341K0.1%+58.2%0.065%
4/30/2025Leavell Investment Management Inc.9,729$255K0.0%+5.5%0.114%
4/23/2025Creative Financial Designs Inc. ADV2,414$63K0.0%-71.5%0.028%
4/10/2025Financial Management Professionals Inc.780,670$20.50M2.6%+5,481.4%12.392%
4/4/2025Quent Capital LLC861,505$22.62M2.4%+7.3%13.675%
2/10/2025Creative Financial Designs Inc. ADV8,462$214K0.0%N/A0.143%
1/29/2025Quent Capital LLC803,058$20.35M2.1%+4.8%13.611%
1/15/2025Financial Management Professionals Inc.13,987$354K0.0%-98.1%0.237%
11/1/2024Leavell Investment Management Inc.9,237$254K0.0%-26.9%0.157%
10/24/2024Financial Management Professionals Inc.723,868$19.94M2.5%+20,080.3%12.269%
10/5/2024Quent Capital LLC766,242$21.10M2.1%+2.4%12.987%
7/8/2024Quent Capital LLC748,453$19.19M2.1%+4.7%12.686%
5/13/2024Windham Capital Management LLC15,317$404K0.3%-5.4%0.260%
5/2/2024Quent Capital LLC714,994$18.85M2.2%+13.4%12.119%
4/24/2024Leavell Investment Management Inc.12,786$337K0.0%+12.7%0.197%
4/16/2024Financial Management Professionals Inc.600,934$15.84M2.3%+4.0%8.464%
1/19/2024Quent Capital LLC630,289$17.27M2.3%+81.2%8.877%
1/12/2024Financial Management Professionals Inc.577,809$15.83M2.6%+2.4%8.138%
10/13/2023Financial Management Professionals Inc.564,492$14.55M2.6%+25.3%7.951%
10/10/2023Quent Capital LLC347,758$8.96M1.4%+8.8%4.898%
7/10/2023Financial Management Professionals Inc.450,364$12.03M2.0%+14.6%7.901%
7/10/2023Quent Capital LLC319,611$8.54M1.3%+5.0%5.607%
4/13/2023Financial Management Professionals Inc.392,864$10.71M2.1%N/A5.952%
4/13/2023Leavell Investment Management Inc.11,176$305K0.0%-27.6%0.169%
4/6/2023Quent Capital LLC304,434$8.30M1.4%+2.8%4.613%
1/19/2023Quent Capital LLC296,200$8.02M1.5%+34.9%4.628%
11/15/2022Flow Traders U.S. LLC8,717$218K0.0%-55.5%0.161%
11/14/2022Elmwood Wealth Management Inc.117,636$2.94M1.5%+28.4%2.178%
11/10/2022Quent Capital LLC219,584$5.49M1.1%-42.9%4.066%
8/13/2022Concourse Financial Group Securities Inc.119,362$3.22M0.3%-0.9%2.131%
8/13/2022Flow Traders U.S. LLC19,595$528K0.0%+5.1%0.350%
8/8/2022Quent Capital LLC384,740$10.37M2.2%-3.1%6.870%
7/28/2022Leavell Investment Management Inc.15,667$422K0.0%-17.2%0.253%
7/12/2022Elmwood Wealth Management Inc.91,606$2.47M1.4%+2.6%1.478%
5/12/2022Quent Capital LLC397,235$11.56M2.1%+1,233.6%6.407%
4/21/2022Leavell Investment Management Inc.18,931$551K0.0%+28.2%0.305%
2/28/2022Quent Capital LLC29,786$905K0.2%N/A0.480%
2/8/2022Elmwood Wealth Management Inc.45,285$1.38M0.7%N/A0.781%
2/1/2022Jackson Creek Investment Advisors LLC25,659$780K0.3%-28.6%0.442%
11/15/2021Flow Traders U.S. LLC10,951$340K0.0%N/A0.163%
11/8/2021Summit Global Investments12,140$377K0.0%N/A0.181%
8/13/2021Elmwood Wealth Management Inc.59,547$1.89M1.0%+4.0%0.889%
(Data available from 1/1/2016 forward)

BWZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWZ shares?

During the previous two years, 38 institutional investors and hedge funds held shares of SPDR Bloomberg Short Term International Treasury Bond ETF. The most heavily invested institutionals were CW Advisors LLC ($30.68M), Quent Capital LLC ($25.22M), Avalon Capital Management ($23.15M), Financial Management Professionals Inc. ($22.29M), Checchi Capital Advisers LLC ($16.08M), Almanack Investment Partners LLC. ($12.89M), and Envestnet Asset Management Inc. ($12.19M).Learn more on SPDR Bloomberg Short Term International Treasury Bond ETF's institutional investors.

Which institutional investors have been buying SPDR Bloomberg Short Term International Treasury Bond ETF's stock?

Of the 35 institutional investors that purchased SPDR Bloomberg Short Term International Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Management Professionals Inc. ($1.65M), CW Advisors LLC ($1.09M), Avalon Capital Management ($607.93K), Quent Capital LLC ($578.87K), Almanack Investment Partners LLC. ($459.29K), Empowered Funds LLC ($404.84K), and Cresset Asset Management LLC ($302.05K).

How much institutional buying is happening at SPDR Bloomberg Short Term International Treasury Bond ETF?

Institutional investors have bought a total of 5,426,058 shares in the last 24 months. This purchase volume represents approximately $150.30M in transactions.

Which of SPDR Bloomberg Short Term International Treasury Bond ETF's major shareholders have been selling company stock?

The following institutional investors have sold SPDR Bloomberg Short Term International Treasury Bond ETF stock in the last 24 months: Financial Management Professionals Inc. ($709.88K), Checchi Capital Advisers LLC ($124.78K), Creative Financial Designs Inc. ADV ($6.05K), Leavell Investment Management Inc. ($3.40K), and Master S Wealth Management Inc. ($1.89K).

How much institutional selling is happening at SPDR Bloomberg Short Term International Treasury Bond ETF?

Institutional investors have sold a total of 845,999 shares in the last 24 months. This volume of shares sold represents approximately $21.79M in transactions.



This page (NYSEARCA:BWZ) was last updated on 9/10/2025 by MarketBeat.com Staff
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