SPDR BLOOMBERG INT TREASURY (BWX) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $679.45M 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 $169.38M in its June 30, 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 $167.74M, representing an estimated loss of -0.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% 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
152
Total Reported Value
$679.45M
Largest Holder
Cerity Partners Ocio Llc
Largest Position
$169.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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 | 8.57% | 7,812,961 | $169,384,989 | $167,744,273 | -$1,640,716 | -0.97% | |
| Ci Investments Inc. | 0.31% | 4,435,253 | $96,156,285 | $95,224,882 | -$931,403 | -0.97% | |
| Morgan Stanley | 0.00% | 3,443,678 | $74,658,960 | $73,935,767 | -$723,193 | -0.97% | |
| Manufacturers Life Insurance Company, The | 0.03% | 1,740,387 | $37,731,590 | $37,366,109 | -$365,481 | -0.97% | |
| Checchi Capital Advisers, Llc | 1.99% | 1,446,266 | $31,355,047 | $31,051,331 | -$303,716 | -0.97% | |
| Jane Street Group, Llc | 0.01% | 1,000,518 | $21,691,230 | $21,481,121 | -$210,109 | -0.97% | |
| Gould Asset Management Llc | 2.58% | 755,142 | $16,371,469 | $16,212,899 | -$158,570 | -0.97% | |
| Tectonic Advisors Llc | 0.78% | 744,825 | $16,147,806 | $15,991,393 | -$156,413 | -0.97% | |
| Envestnet Asset Management Inc | 0.00% | 697,184 | $15,114,943 | $14,968,540 | -$146,403 | -0.97% | |
| Leuthold Group, Llc | 1.16% | 531,295 | $11,518,476 | $11,406,904 | -$111,572 | -0.97% | |
| Walkner Condon Financial Advisors Llc | 1.24% | 494,885 | $10,729,828 | $10,625,181 | -$104,647 | -0.98% | |
| Bank Of America Corp | 0.00% | 469,476 | $10,178,234 | $10,079,650 | -$98,584 | -0.97% | |
| Citigroup Inc | 0.00% | 466,784 | $10,119,882 | $10,021,852 | -$98,030 | -0.97% | |
| Lpl Financial Llc | 0.00% | 419,399 | $9,092,580 | $9,004,497 | -$88,083 | -0.97% | |
| Net Worth Advisory Group | 2.10% | 384,335 | $8,332,381 | $8,251,672 | -$80,709 | -0.97% | |
| Financial Engines Advisors L.L.C. | 0.01% | 360,232 | $7,809,826 | $7,734,181 | -$75,645 | -0.97% | |
| Ackerman Capital Advisors, Llc | 1.40% | 320,396 | $6,946,185 | $6,878,902 | -$67,283 | -0.97% | |
| Cetera Investment Advisers | 0.01% | 308,639 | $6,691,281 | $6,626,479 | -$64,802 | -0.97% | |
| Upper Left Wealth Management, Llc | 3.68% | 306,718 | $6,649,647 | $6,585,235 | -$64,412 | -0.97% | |
| Ameriprise Financial Inc | 0.00% | 302,158 | $6,545,277 | $6,487,332 | -$57,945 | -0.89% | |
| Rebel Financial Llc | 2.80% | 294,183 | $6,457,324 | $6,316,109 | -$141,215 | -2.19% | |
| Newsquare Capital Llc | 0.38% | 235,237 | $5,099,938 | $5,050,538 | -$49,400 | -0.97% | |
| Assetmark, Inc | 0.01% | 233,512 | $5,062,545 | $5,013,503 | -$49,042 | -0.97% | |
| Alliancebernstein L.P. | 0.00% | 219,917 | $4,827,178 | $4,721,618 | -$105,560 | -2.19% | |
| Mml Investors Services, Llc | 0.01% | 203,525 | $4,412,417 | $4,369,682 | -$42,735 | -0.97% | |
| Janney Montgomery Scott Llc | 0.01% | 199,707 | $4,330,000 | $4,287,709 | -$42,291 | -0.98% | |
| Mackenzie Financial Corp | 0.00% | 173,005 | $3,750,748 | $3,714,417 | -$36,331 | -0.97% | |
| Baron Financial Group, Llc | 1.70% | 164,521 | $3,566,816 | $3,532,266 | -$34,550 | -0.97% | |
| Pnc Financial Services Group, Inc. | 0.00% | 159,157 | $3,450,529 | $3,417,101 | -$33,428 | -0.97% | |
| Jones Financial Companies Lllp | 0.00% | 153,742 | $3,340,804 | $3,300,841 | -$39,963 | -1.20% | |
| Wells Fargo & Company/Mn | 0.00% | 144,539 | $3,133,596 | $3,103,252 | -$30,344 | -0.97% | |
| Ubs Group Ag | 0.00% | 140,360 | $3,043,005 | $3,013,529 | -$29,476 | -0.97% | |
| Foundations Investment Advisors, Llc | 0.03% | 131,343 | $2,847,520 | $2,819,934 | -$27,586 | -0.97% | |
| Cerity Partners Llc | 0.00% | 121,120 | $2,625,877 | $2,600,446 | -$25,431 | -0.97% | |
| Redhawk Wealth Advisors, Inc. | 0.24% | 113,499 | $2,460,650 | $2,436,824 | -$23,826 | -0.97% | |
| Susquehanna International Group, Llp | 0.00% | 107,906 | $2,339,402 | $2,316,742 | -$22,660 | -0.97% | |
| Quent Capital, Llc | 0.14% | 102,400 | $2,220,023 | $2,198,528 | -$21,495 | -0.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 93,520 | $2,027,510 | $2,007,874 | -$19,636 | -0.97% | |
| Farther Finance Advisors, Llc | 0.02% | 92,550 | $2,006,480 | $1,987,049 | -$19,432 | -0.97% | |
| Osaic Holdings, Inc. | 0.00% | 82,586 | $1,790,509 | $1,773,121 | -$17,388 | -0.97% | |
| Auour Investments Llc | 0.50% | 79,757 | $1,729,132 | $1,712,383 | -$16,749 | -0.97% | |
| Cfg Wealth Management Services, Inc. | 1.58% | 74,567 | $1,687,889 | $1,600,953 | -$86,936 | -5.15% | |
| Convergence Financial, Llc | 0.12% | 70,836 | $1,535,730 | $1,520,849 | -$14,881 | -0.97% | |
| Royal Bank Of Canada | 0.00% | 65,940 | $1,431,000 | $1,415,732 | -$15,268 | -1.07% | |
| Smartleaf Asset Management Llc | 0.04% | 62,479 | $1,358,918 | $1,341,424 | -$17,494 | -1.29% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 55,618 | $1,205,798 | $1,194,118 | -$11,680 | -0.97% | |
| Euro Pacific Asset Management, Llc | 0.14% | 54,586 | $1,195,000 | $1,171,961 | -$23,039 | -1.93% | |
| Mercer Global Advisors Inc | 0.00% | 52,156 | $1,130,735 | $1,119,789 | -$10,946 | -0.97% | |
| Pure Financial Advisors, Llc | 0.01% | 50,436 | $1,093,453 | $1,082,861 | -$10,592 | -0.97% | |
| Tennessee Valley Asset Management Partners | 0.11% | 45,147 | $978,784 | $969,306 | -$9,478 | -0.97% |
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.