Back to IEQ CAPITAL, LLC IEQ CAPITAL, LLC

BWZBWZ
4 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in SPDR SERIES TRUST

IEQ CAPITAL, LLC holds 224,699 shares of BWZ (SPDR SERIES TRUST), worth $6M as of 2026-Q1. BWZ represents 0.0% of IEQ CAPITAL, LLC's portfolio.

Current Value

$6M

Current Shares

224,699

Total Value Change

+$5M

Total Shares Change

+188,408

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Unchanged
224,699
0.0%
$6M0.0%$26.68
0
2025-Q4
Increased
224,699
+54.9%
$6.2M0.0%$27.08
38
2025-Q3
Increased
145,041
+299.7%
$4M0.0%$27.30
43
2025-Q2
New
36,291
-
$1M0.0%$27.40
35

Other major holders of BWZ: ASSETMARK, INC, ENVESTNET ASSET MANAGEMENT INC

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