SPDR BLOOMBERG SHORT TERM IN (BWZ) Institutional Ownership Changes & 13F Activity
SPDR BLOOMBERG SHORT TERM IN (BWZ). 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 Rmg Wealth Management Llc, Osaic Holdings, Inc., Evergreen Capital Management Llc, Morgan Stanley, and Cresset Asset Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +1,186 | +3.5% | 35,392 | $952.74K | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +45,377 | +103.3% | 89,287 | $2.40M | Q1 2026 | May 18, 2026 |
| Osaic Holdings, Inc. | Sell | -1,128,806 | -91.0% | 112,322 | $3.02M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +139,931 | +646.6% | 161,573 | $4.35M | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, Llc | Buy | +128,101 | +70.5% | 309,760 | $8.34M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +36,685 | — | 36,685 | $987.56K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +34,136 | +19.1% | 212,871 | $5.73M | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -33,049 | -97.9% | 717 | $19.31K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -13,571 | -41.5% | 19,132 | $515.04K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +13,169 | +26.2% | 63,353 | $1.71M | Q1 2026 | May 15, 2026 |
| Two Sigma Securities, Llc | Buy | +8,078 | — | 8,078 | $217.46K | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | Sell | -6,521 | -31.7% | 14,073 | $378.85K | Q1 2026 | May 15, 2026 |
| Cerity Partners Ocio Llc | Buy | +2,121 | +7.0% | 32,366 | $871.29K | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +1,107 | +1.1% | 101,032 | $2.72M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +892 | +49.1% | 2,710 | $72.95K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +113 | — | 113 | $3.03K | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +2 | +0.0% | 7,947 | $213.94K | Q1 2026 | May 15, 2026 |
| Rmg Wealth Management Llc | Buy | +3,062,058 | — | 3,062,058 | $76.64M | Q1 2026 | May 14, 2026 |
| Evergreen Capital Management Llc | Buy | +230,760 | — | 230,760 | $6.21M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Sell | -25,346 | -18.8% | 109,413 | $2.95M | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Buy | +8,093 | — | 8,093 | $217.00K | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | Buy | +3,195 | +25.2% | 15,884 | $427.60K | Q1 2026 | May 14, 2026 |
| Satovsky Asset Management Llc | Buy | +65 | +0.3% | 20,227 | $544.52K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -3,521 | -5.1% | 66,093 | $1.78M | Q1 2026 | May 13, 2026 |
| Lunt Capital Management, Inc. | Buy | +48 | +0.2% | 22,805 | $613.91K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +36,807 | +15.8% | 269,336 | $7.25M | Q1 2026 | May 12, 2026 |
| Leavell Investment Management, Inc. | Buy | +5,307 | +50.3% | 15,865 | $427.09K | Q1 2026 | May 12, 2026 |
| Creative Planning | Buy | +4,176 | +3.4% | 128,810 | $3.47M | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | Buy | +9,139 | +98.3% | 18,439 | $496.38K | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, Llc | Buy | +1,214 | +9.0% | 14,743 | $396.87K | Q1 2026 | May 11, 2026 |
Frequently asked questions about BWZ activity
Which institutional owners are buying BWZ?
Institutional owners buying BWZ 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 BWZ activity?
"Buy" means an investor increased their reported position in BWZ compared to the prior reporting period. This reflects growing exposure to SPDR BLOOMBERG SHORT TERM IN (BWZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BWZ increasing?
Institutional interest in BWZ 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.