SPDR BLOOMBERG INT TREASURY (BWX) Institutional Ownership Changes & 13F Activity
SPDR BLOOMBERG INT TREASURY (BWX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Cerity Partners Ocio Llc, Manufacturers Life Insurance Company, The, Point Nemo Capital, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -14,884 | -7.2% | 191,278 | $4.20M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +1,926 | — | 1,926 | $42.27K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +80,475 | +17.8% | 533,238 | $11.70M | Q1 2026 | May 18, 2026 |
| State Street Corp | Buy | +1,081,854 | +7580.3% | 1,096,126 | $24.06M | Q1 2026 | May 15, 2026 |
| Cerity Partners Ocio Llc | Sell | -343,968 | -4.6% | 7,088,016 | $155.58M | Q1 2026 | May 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -202,186 | -7.3% | 2,556,928 | $56.12M | Q1 2026 | May 15, 2026 |
| Point Nemo Capital, Llc | Buy | +166,842 | +172.3% | 263,702 | $5.79M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +128,321 | +4.1% | 3,224,085 | $70.77M | Q1 2026 | May 15, 2026 |
| Hancock Whitney Corp | Buy | +35,139 | +79.8% | 79,184 | $1.76M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +34,619 | +55.0% | 97,587 | $2.14M | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +32,743 | +110.1% | 62,479 | $1.36M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +24,394 | +26.9% | 115,208 | $2.50M | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -12,168 | -55.3% | 9,837 | $215.93K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -11,382 | -17.7% | 52,841 | $1.16M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -11,286 | -15.6% | 61,186 | $1.34M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +6,719 | — | 6,719 | $1.36M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +6,698 | +69.0% | 16,408 | $360.16K | Q1 2026 | May 15, 2026 |
| Hillman Value Fund | Buy | +4,144 | +66.4% | 10,384 | $227.93K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -3,828 | -4.2% | 87,513 | $1.92M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +2,799 | — | 2,799 | $61.44K | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, Llc | Sell | -2,513 | -8.1% | 28,389 | $623.14K | Q1 2026 | May 15, 2026 |
| Fairview Capital Investment Management, Llc | Sell | -1,541 | -5.7% | 25,725 | $564.67K | Q1 2026 | May 15, 2026 |
| Horizon Investments, Llc | Sell | -1,151 | -81.2% | 266 | $5.82K | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | Buy | +901 | +8.5% | 11,472 | $251.81K | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | Sell | -875 | -20.6% | 3,372 | $74.02K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -553 | -38.9% | 868 | $19.06K | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Sell | -280 | -1.7% | 16,507 | $362.32K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +114 | +407.1% | 142 | $3.13K | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Sell | -41 | -0.3% | 12,055 | $264.62K | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Buy | +29 | — | 29 | $637.00 | Q1 2026 | May 15, 2026 |
Frequently asked questions about BWX activity
Which institutional owners are buying BWX?
Institutional owners buying BWX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BWX activity?
"Buy" means an investor increased their reported position in BWX compared to the prior reporting period. This reflects growing exposure to SPDR BLOOMBERG INT TREASURY (BWX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BWX increasing?
Institutional interest in BWX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.