SPDR BLOOMBERG INT TREASURY (BWX) Top Institutional Shareholders
SPDR BLOOMBERG INT TREASURY (BWX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $856.38M in BWX holdings during the latest filing period.
Cerity Partners Ocio Llc is currently the largest disclosed institutional shareholder of BWX tracked by InsiderSet, reporting ownership valued at approximately $155.58M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $155.01M, representing an estimated loss of -0.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed BWX value among the investors covered in this analysis. Major shareholders include Cerity Partners Ocio Llc, Ci Investments Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG INT TREASURY (BWX).
This page ranks the largest institutional BWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
157
Total Reported Value
$856.38M
Largest Holder
Cerity Partners Ocio Llc
Largest Position
$155.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
180
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cerity Partners Ocio Llc | 9.33% | 7,088,016 | $155,581,944 | $155,014,910 | -$567,034 | -0.36% | |
| Ci Investments Inc. | 0.69% | 6,516,641 | $143,040,270 | $142,518,939 | -$521,331 | -0.36% | |
| Morgan Stanley | 0.00% | 3,224,085 | $70,768,691 | $70,510,739 | -$257,952 | -0.36% | |
| Jane Street Group, Llc | 0.07% | 2,917,626 | $64,041,891 | $63,808,481 | -$233,410 | -0.36% | |
| Manufacturers Life Insurance Company, The | 0.05% | 2,556,928 | $56,124,570 | $55,920,015 | -$204,555 | -0.36% | |
| Checchi Capital Advisers, Llc | 2.16% | 1,433,737 | $31,470,527 | $31,355,828 | -$114,699 | -0.36% | |
| Creative Planning | 0.02% | 1,350,783 | $29,649,683 | $29,541,624 | -$108,059 | -0.36% | |
| State Street Corp | 0.00% | 1,096,126 | $24,059,966 | $23,972,276 | -$87,690 | -0.36% | |
| Envestnet Asset Management Inc | 0.01% | 867,715 | $19,046,347 | $18,976,927 | -$69,420 | -0.36% | |
| Leuthold Group, Llc | 1.94% | 829,138 | $18,199,579 | $18,133,248 | -$66,331 | -0.36% | |
| Tectonic Advisors Llc | 0.86% | 744,825 | $16,348,909 | $16,289,323 | -$59,586 | -0.36% | |
| Gould Asset Management Llc | 2.76% | 723,388 | $15,878,370 | $15,820,496 | -$57,874 | -0.36% | |
| Bank Of America Corp | 0.00% | 533,238 | $11,704,582 | $11,661,915 | -$42,667 | -0.36% | |
| Walkner Condon Financial Advisors Llc | 1.41% | 485,825 | $10,663,774 | $10,624,993 | -$38,781 | -0.36% | |
| Lpl Financial Llc | 0.00% | 448,054 | $9,834,787 | $9,798,941 | -$35,846 | -0.36% | |
| Citigroup Inc | 0.01% | 445,393 | $9,776,368 | $9,740,745 | -$35,623 | -0.36% | |
| Flc Capital Advisors | 1.72% | 431,181 | $9,464,423 | $9,429,928 | -$34,495 | -0.36% | |
| Net Worth Advisory Group | 1.78% | 391,402 | $8,591,270 | $8,559,962 | -$31,308 | -0.36% | |
| Wealthshield Partners, Llc | 0.95% | 388,551 | $8,528,694 | $8,497,610 | -$31,084 | -0.36% | |
| Financial Engines Advisors L.L.C. | 0.02% | 374,015 | $8,209,640 | $8,179,708 | -$29,932 | -0.36% | |
| Point Nemo Capital, Llc | 3.15% | 360,562 | $7,970,515 | $7,885,491 | -$85,024 | -1.07% | |
| Ameriprise Financial Inc | 0.00% | 342,680 | $7,521,774 | $7,494,412 | -$27,362 | -0.36% | |
| Cetera Investment Advisers | 0.01% | 321,487 | $7,056,640 | $7,030,921 | -$25,719 | -0.36% | |
| Ackerman Capital Advisors, Llc | 1.44% | 321,009 | $7,046,148 | $7,020,467 | -$25,681 | -0.36% | |
| Upper Left Wealth Management, Llc | 4.05% | 312,496 | $6,859,288 | $6,834,288 | -$25,000 | -0.36% | |
| Rebel Financial Llc | 2.80% | 294,183 | $6,457,324 | $6,433,782 | -$23,542 | -0.36% | |
| Mml Investors Services, Llc | 0.02% | 280,786 | $6,163,262 | $6,140,790 | -$22,472 | -0.36% | |
| Croban | 2.32% | 224,801 | $4,934,153 | $4,916,398 | -$17,755 | -0.36% | |
| Newsquare Capital Llc | 0.42% | 218,975 | $4,806,501 | $4,788,983 | -$17,518 | -0.36% | |
| Assetmark, Inc | 0.01% | 206,597 | $4,534,803 | $4,518,276 | -$16,527 | -0.36% | |
| Wells Fargo & Company/Mn | 0.00% | 191,278 | $4,198,554 | $4,183,250 | -$15,304 | -0.36% | |
| Mackenzie Financial Corp | 0.00% | 173,005 | $3,797,460 | $3,783,619 | -$13,841 | -0.36% | |
| Pnc Financial Services Group, Inc. | 0.00% | 161,353 | $3,541,688 | $3,528,790 | -$12,898 | -0.36% | |
| Cfg Wealth Management Services, Inc. | 1.53% | 149,134 | $3,367,884 | $3,261,561 | -$106,323 | -3.16% | |
| Baron Financial Group, Llc | 1.76% | 148,891 | $3,268,158 | $3,256,246 | -$11,912 | -0.36% | |
| Jones Financial Companies Lllp | 0.00% | 115,208 | $2,503,466 | $2,519,599 | +$16,133 | +0.64% | |
| Foundations Investment Advisors, Llc | 0.03% | 113,389 | $2,488,881 | $2,479,817 | -$9,064 | -0.36% | |
| Commonwealth Equity Services, Llc | 0.00% | 110,018 | $2,414,910 | $2,406,094 | -$8,816 | -0.37% | |
| Quent Capital, Llc | 0.16% | 103,846 | $2,279,418 | $2,271,112 | -$8,306 | -0.36% | |
| Ubs Group Ag | 0.00% | 100,050 | $2,196,098 | $2,188,094 | -$8,005 | -0.36% | |
| Cerity Partners Llc | 0.00% | 97,587 | $2,142,030 | $2,134,228 | -$7,802 | -0.36% | |
| Redhawk Wealth Advisors, Inc. | 0.23% | 95,377 | $2,093,523 | $2,085,895 | -$7,628 | -0.36% | |
| Osaic Holdings, Inc. | 0.00% | 87,513 | $1,920,893 | $1,913,909 | -$6,984 | -0.36% | |
| Raymond James Financial Inc | 0.00% | 85,387 | $1,874,255 | $1,867,414 | -$6,841 | -0.37% | |
| Hancock Whitney Corp | 0.03% | 79,184 | $1,763,428 | $1,731,754 | -$31,674 | -1.80% | |
| Auour Investments Llc | 0.53% | 76,679 | $1,683,102 | $1,676,970 | -$6,132 | -0.36% | |
| Focus Partners Wealth | 0.00% | 6,719 | $1,359,183 | $146,945 | -$1,212,238 | -89.19% | |
| Smartleaf Asset Management Llc | 0.05% | 62,479 | $1,357,044 | $1,366,416 | +$9,372 | +0.69% | |
| Royal Bank Of Canada | 0.00% | 61,186 | $1,343,000 | $1,338,138 | -$4,862 | -0.36% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 56,955 | $1,250,162 | $1,245,606 | -$4,556 | -0.36% |
Frequently asked questions about BWX
Who owns the most BWX stock?
The largest holders of BWX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR BLOOMBERG INT TREASURY (BWX).
Is BWX widely held by superinvestors?
Many widely followed stocks like BWX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BWX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.