SPDR BLOOMBERG SHORT TERM IN (BWZ) Institutional Shareholders
SPDR BLOOMBERG SHORT TERM IN (BWZ) 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 $242.17M in BWZ holdings during the latest filing period.
Rmg Wealth Management Llc is currently the largest disclosed institutional shareholder of BWZ tracked by InsiderSet, reporting ownership valued at approximately $76.64M 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 $83.32M, representing an estimated gain of +8.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed BWZ value among the investors covered in this analysis. Major shareholders include Rmg Wealth Management Llc, Quent Capital, Llc, Checchi Capital Advisers, Llc, and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG SHORT TERM IN (BWZ).
This page ranks the largest institutional BWZ 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
70
Total Reported Value
$242.17M
Largest Holder
Rmg Wealth Management Llc
Largest Position
$76.64M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rmg Wealth Management Llc | 8.85% | 3,062,058 | $76,643,312 | $83,318,598 | +$6,675,286 | +8.71% | |
| Quent Capital, Llc | 2.13% | 1,116,054 | $30,044,163 | $30,367,829 | +$323,666 | +1.08% | |
| Checchi Capital Advisers, Llc | 1.18% | 640,878 | $17,252,436 | $17,438,290 | +$185,854 | +1.08% | |
| Cresset Asset Management, Llc | 0.04% | 309,760 | $8,338,739 | $8,428,570 | +$89,831 | +1.08% | |
| Walkner Condon Financial Advisors Llc | 0.84% | 274,306 | $7,335,459 | $7,463,866 | +$128,407 | +1.75% | |
| Jane Street Group, Llc | 0.01% | 269,336 | $7,250,525 | $7,328,633 | +$78,108 | +1.08% | |
| Lam Group, Inc. | 3.51% | 264,206 | $7,067,498 | $7,189,045 | +$121,547 | +1.72% | |
| Ieq Capital, Llc | 0.03% | 224,699 | $6,048,897 | $6,114,060 | +$65,163 | +1.08% | |
| Blvd Private Wealth, Llc | 4.40% | 221,479 | $5,924,563 | $6,026,444 | +$101,881 | +1.72% | |
| Royal Bank Of Canada | 0.00% | 212,871 | $5,730,000 | $5,792,220 | +$62,220 | +1.09% | |
| Dmc Group, Llc | 3.65% | 199,152 | $5,327,316 | $5,418,926 | +$91,610 | +1.72% | |
| Ubs Group Ag | 0.00% | 192,990 | $5,195,291 | $5,251,258 | +$55,967 | +1.08% | |
| Morgan Stanley | 0.00% | 161,573 | $4,349,568 | $4,396,401 | +$46,833 | +1.08% | |
| Clarity Asset Management, Inc. | 1.75% | 133,731 | $3,577,296 | $3,638,821 | +$61,525 | +1.72% | |
| Creative Planning | 0.00% | 128,810 | $3,467,553 | $3,504,920 | +$37,367 | +1.08% | |
| Envestnet Asset Management Inc | 0.00% | 123,852 | $3,313,033 | $3,370,013 | +$56,980 | +1.72% | |
| Cfg Wealth Management Services, Inc. | 2.89% | 113,466 | $3,082,986 | $3,087,410 | +$4,424 | +0.14% | |
| Osaic Holdings, Inc. | 0.00% | 112,322 | $3,023,607 | $3,056,282 | +$32,675 | +1.08% | |
| Rockefeller Capital Management L.P. | 0.01% | 109,413 | $2,945,398 | $2,977,128 | +$31,730 | +1.08% | |
| Ameriprise Financial Inc | 0.00% | 109,288 | $2,942,036 | $2,973,726 | +$31,690 | +1.08% | |
| Patriot Financial Group Insurance Agency, Llc | 0.28% | 102,347 | $2,737,793 | $2,784,862 | +$47,069 | +1.72% | |
| Quantinno Capital Management Lp | 0.00% | 101,032 | $2,719,781 | $2,749,081 | +$29,300 | +1.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 99,478 | $2,661,020 | $2,706,796 | +$45,776 | +1.72% | |
| Bank Of America Corp | 0.00% | 89,287 | $2,403,619 | $2,429,499 | +$25,880 | +1.08% | |
| Evergreen Capital Management Llc | 0.04% | 86,641 | $2,317,647 | $2,357,502 | +$39,855 | +1.72% | |
| Studio Investment Management Llc | 0.34% | 76,055 | $2,034,471 | $2,069,457 | +$34,986 | +1.72% | |
| Cetera Investment Advisers | 0.00% | 66,093 | $1,779,226 | $1,798,391 | +$19,165 | +1.08% | |
| Susquehanna International Group, Llp | 0.00% | 63,353 | $1,705,463 | $1,723,835 | +$18,372 | +1.08% | |
| Master'S Wealth Management Inc. | 0.51% | 55,827 | $1,502,854 | $1,519,053 | +$16,199 | +1.08% | |
| Park Edge Advisors, Llc | 0.27% | 47,048 | $1,258,534 | $1,280,176 | +$21,642 | +1.72% | |
| Citadel Advisors Llc | 0.00% | 36,685 | $987,560 | $998,199 | +$10,639 | +1.08% | |
| Wells Fargo & Company/Mn | 0.00% | 35,392 | $952,737 | $963,016 | +$10,279 | +1.08% | |
| Mml Investors Services, Llc | 0.00% | 33,595 | $904,389 | $914,120 | +$9,731 | +1.08% | |
| Cerity Partners Ocio Llc | 0.05% | 32,366 | $871,295 | $880,679 | +$9,384 | +1.08% | |
| Legacy Wealth Asset Management, Llc | 0.18% | 30,582 | $818,069 | $832,136 | +$14,067 | +1.72% | |
| Belpointe Asset Management Llc | 0.02% | 26,079 | $697,613 | $709,610 | +$11,997 | +1.72% | |
| Nerdwallet Wealth Partners, Llc | 0.22% | 23,421 | $626,512 | $637,285 | +$10,773 | +1.72% | |
| Lunt Capital Management, Inc. | 0.23% | 23,020 | $615,785 | $626,374 | +$10,589 | +1.72% | |
| Satovsky Asset Management Llc | 0.10% | 20,227 | $544,523 | $550,377 | +$5,854 | +1.08% | |
| Mercer Global Advisors Inc | 0.00% | 19,132 | $515,040 | $520,582 | +$5,542 | +1.08% | |
| Leavell Investment Management, Inc. | 0.02% | 18,649 | $498,861 | $507,439 | +$8,578 | +1.72% | |
| Haverford Trust Co | 0.00% | 18,439 | $496,378 | $501,725 | +$5,347 | +1.08% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 15,884 | $427,597 | $432,204 | +$4,607 | +1.08% | |
| Empirical Asset Management, Llc | 0.10% | 14,743 | $396,871 | $401,157 | +$4,286 | +1.08% | |
| Financial Management Professionals, Inc. | 0.04% | 14,726 | $393,954 | $400,694 | +$6,740 | +1.71% | |
| Purpose Unlimited Inc. | 0.02% | 14,073 | $378,846 | $382,926 | +$4,080 | +1.08% | |
| Lpl Financial Llc | 0.00% | 12,457 | $335,353 | $338,955 | +$3,602 | +1.07% | |
| Fiduciary Financial Group, Llc | 0.04% | 12,282 | $328,544 | $334,193 | +$5,649 | +1.72% | |
| Martin Capital Partners, Llc | 0.09% | 9,632 | $257,656 | $262,087 | +$4,431 | +1.72% | |
| Two Sigma Securities, Llc | 0.03% | 8,078 | $217,460 | $219,802 | +$2,342 | +1.08% |
Frequently asked questions about BWZ
Who owns the most BWZ stock?
The largest holders of BWZ 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 SHORT TERM IN (BWZ).
Is BWZ widely held by superinvestors?
Many widely followed stocks like BWZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BWZ 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.