SPDR SERIES TRUST

Watch

Share

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

BWZ (SPDR SERIES TRUST) is held by 32 institutional investors as of Q1 2026. Largest holders: Cresset Asset Management, LLC ($8.3M), JANE STREET GROUP, LLC ($7.3M), IEQ CAPITAL, LLC ($6M). Net institutional sentiment: Mixed.

32

Holders

Avg rating(6 Elite)

$68.6M

Total Value

66% (35)

Fund Consensus

21 buying - 11 selling

Smart Money Verdict

View all

49Weak MomentumSingle Source

Institutional (13F)49

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Holder Quality

6

★★★★★

Elite

13

★★★★

Strong

12

★★★

Solid

3

★★

Below

1

★

Weak

Held by 32 funds

6 elite

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

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

Positions (32)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cresset Asset Management, LLC	Increased	309,760(+70.5%)	$8.3M	0.0%	-1.23%	41
JANE STREET GROUP, LLC	Increased	269,336(+15.8%)	$7.3M	0.0%	-0.78%	32
IEQ CAPITAL, LLC	Unchanged	224,699	$6M	0.0%	-1.31%	0
ROYAL BANK OF CANADA	Increased	212,871(+19.1%)	$5.7M	0.0%	+5.08%	32
UBS Group AG	Increased	192,990(+3.4%)	$5.2M	0.0%	-1.57%	28
MORGAN STANLEY	Increased	161,573(+646.6%)	$4.3M	0.0%	-0.71%	43
Creative Planning	Increased	128,810(+3.4%)	$3.5M	0.0%	-8.32%	27
ENVESTNET ASSET MANAGEMENT INC	Decreased	112,377(-3.3%)	$3M	0.0%	-3.43%	0
OSAIC HOLDINGS, INC.	Decreased	112,322(-91.0%)	$3M	0.0%	-1.27%	0
Rockefeller Capital Management L.P.	Decreased	109,413(-18.8%)	$2.9M	0.0%	-1.63%	0
AMERIPRISE FINANCIAL INC	New	109,288	$2.9M	0.0%	-0.66%	36
Quantinno Capital Management LP	Increased	101,032(+1.1%)	$2.7M	0.0%	+4.45%	26
COMMONWEALTH EQUITY SERVICES, LLC	Increased	98,209(+2.4%)	$2.6M	0.0%	-4.01%	27
BANK OF AMERICA CORP /DE/	Increased	89,287(+103.3%)	$2.4M	0.0%	-0.77%	42
Cetera Investment Advisers	Decreased	66,093(-5.1%)	$1.8M	0.0%	+3.43%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	63,353(+26.2%)	$1.7M	0.0%	-0.10%	32
CITADEL ADVISORS LLC	New	36,685	$987,560	0.0%	-0.66%	35
WELLS FARGO & COMPANY/MN	Increased	35,392(+3.5%)	$952,737	0.0%	-1.45%	26
MML INVESTORS SERVICES, LLC	Decreased	33,595(-2.3%)	$904,389	0.0%	-1.16%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	19,132(-41.5%)	$515,040	0.0%	-4.77%	0

Showing 1-20 of 35

Per page:

1 / 2

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer