SPDR SERIES TRUST (BWZ) is held by 32 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Cresset Asset Management, LLC as of Q1 2026.

Are institutions buying or selling BWZ?

In Q1 2026, 21 institutions opened or increased positions in SPDR SERIES TRUST while 11 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on BWZ?

HoldingsIntel scores SPDR SERIES TRUST across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for BWZ. In Q1 2026, the institutional leg showed net inflows: 21 buying versus 11 selling.

How many hedge funds hold BWZ?

32 institutional investors report holding SPDR SERIES TRUST (BWZ) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into BWZ?

As of Q1 2026, tracked institutions in SPDR SERIES TRUST show 21 buyers versus 11 sellers — net inflows.

SPDR SERIES TRUST

BWZ·78464A334·US·ETF·Unknown - Unknown

Holders

(5 Elite)

$68.6M

Total Value

66% (32)

Consensus

21 buying - 11 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 32 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cresset Asset Management, LLC	Increased	309,760(+70.5%)	$8.3M	0.0%	+0.18%	41
JANE STREET GROUP, LLC	Increased	269,336(+15.8%)	$7.3M	0.0%	+0.42%	32
IEQ CAPITAL, LLC	Unchanged	224,699	$6M	0.0%	-0.32%	0
ROYAL BANK OF CANADA	Increased	212,871(+19.1%)	$5.7M	0.0%	+6.74%	32
UBS Group AG	Increased	192,990(+3.4%)	$5.2M	0.0%	-0.74%	28
MORGAN STANLEY	Increased	161,573(+646.6%)	$4.3M	0.0%	+1.48%	43
Creative Planning	Increased	128,810(+3.4%)	$3.5M	0.0%	-7.16%	27
ENVESTNET ASSET MANAGEMENT INC	Decreased	112,377(-3.3%)	$3M	0.0%	-2.41%	0
OSAIC HOLDINGS, INC.	Decreased	112,322(-91.0%)	$3M	0.0%	-0.22%	0
Rockefeller Capital Management L.P.	Decreased	109,413(-18.8%)	$2.9M	0.0%	-0.90%	0
AMERIPRISE FINANCIAL INC	New	109,288	$2.9M	0.0%	+1.76%	36
Quantinno Capital Management LP	Increased	101,032(+1.1%)	$2.7M	0.0%	+6.39%	26
COMMONWEALTH EQUITY SERVICES, LLC	Increased	98,209(+2.4%)	$2.6M	0.0%	-2.83%	27
BANK OF AMERICA CORP /DE/	Increased	89,287(+103.3%)	$2.4M	0.0%	+0.92%	42
Cetera Investment Advisers	Decreased	66,093(-5.1%)	$1.8M	0.0%	+5.14%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	63,353(+26.2%)	$1.7M	0.0%	+1.18%	32
CITADEL ADVISORS LLC	New	36,685	$987,560	0.0%	+1.76%	35
WELLS FARGO & COMPANY/MN	Increased	35,392(+3.5%)	$952,737	0.0%	-0.65%	26
MML INVESTORS SERVICES, LLC	Decreased	33,595(-2.3%)	$904,389	0.0%	+0.04%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	19,132(-41.5%)	$515,040	0.0%	-3.67%	0