SPDR SERIES TRUST

TickerBWZ

Sector · IndustryUnknownUnknown

SecurityETF · US

CUSIP78464A334

Holders

(4 Elite)

$88.2M

Total Value

54% (28)

Consensus

15 buying - 13 selling

Fund holdings as of Jun 30, 2026

Smart Money Verdict

View all

Held by 32 funds

4 elite

Who's Trading

Source dates: Price Nov 5, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BWZ.

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	Action
Goldman Sachs Group Inc.	New	859,973	$23M	0.0%	+0.25%	40
Cresset Asset Management, LLC	Decreased	304,464(-1.7%)	$8.1M	0.0%	-1.41%	0
UBS Group AG	Increased	262,757(+36.1%)	$7M	0.0%	-1.65%	36
Empowered Funds, LLC	New	236,428	$6.3M	0.0%	+0.25%	38
IEQ Capital, LLC	Unchanged	224,699	$6M	0.0%	-1.91%	0
Royal Bank of Canada	Increased	214,513(+0.8%)	$5.7M	0.0%	+0.63%	27
Morgan Stanley	Increased	162,110(+0.3%)	$4.3M	0.0%	-0.13%	27
Creative Planning	Increased	136,069(+5.6%)	$3.6M	0.0%	-8.43%	28
Envestnet Asset Management Inc.	Increased	123,852(+10.2%)	$3.3M	0.0%	-3.59%	29
Quantinno Capital Management LP	Decreased	99,925(-1.1%)	$2.7M	0.0%	+4.70%	0
LPL Financial LLC	Increased	99,563(+699.3%)	$2.7M	0.0%	-0.10%	42
Commonwealth Equity Services, LLC	Increased	99,478(+1.3%)	$2.7M	0.0%	-4.55%	27
Osaic Holdings, Inc.	Decreased	85,508(-23.9%)	$2.3M	0.0%	-1.80%	0
Bank of America Corp.	Decreased	67,162(-24.8%)	$1.8M	0.0%	-0.76%	0
Rockefeller Capital Management L.P.	Decreased	66,365(-39.3%)	$1.8M	0.0%	-2.48%	0
Cetera Investment Advisers	Decreased	60,278(-8.8%)	$1.6M	0.0%	+3.47%	0
MML Investors Services, LLC	Increased	48,070(+43.1%)	$1.3M	0.0%	-1.02%	34
Wells Fargo & Company	Decreased	29,870(-15.6%)	$799,031	0.0%	-2.32%	0
Citadel Advisors LLC	Decreased	21,658(-41.0%)	$579,352	0.0%	+0.14%	0
Haverford Trust Co	Unchanged	18,439	$493,243	0.0%	-1.20%	0

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Questions investors ask about BWZ

Who owns BWZ?

32 institutional investors held BWZ on June 30, 2026, led by Goldman Sachs Group Inc. ($23M), Cresset Asset Management, LLC ($8.1M) and UBS Group AG ($7M).

How many hedge funds hold BWZ?

32 institutional investors reported BWZ in their 13F filings for the quarter ended June 30, 2026, $88.2M in all. 4 of them are rated Elite.

Are institutions buying or selling BWZ?

Buying, on balance. In Q2 2026, 15 institutions opened or added to positions in BWZ and 13 institutions trimmed or exited.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer