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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+1,186+3.5%35,392$952.74KQ1 2026Jul 08, 2026
Bank Of America CorpBuy+45,377+103.3%89,287$2.40MQ1 2026May 18, 2026
Osaic Holdings, Inc.Sell-1,128,806-91.0%112,322$3.02MQ1 2026May 15, 2026
Morgan StanleyBuy+139,931+646.6%161,573$4.35MQ1 2026May 15, 2026
Cresset Asset Management, LlcBuy+128,101+70.5%309,760$8.34MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+36,685—36,685$987.56KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+34,136+19.1%212,871$5.73MQ1 2026May 15, 2026
Transamerica Financial Advisors, LlcSell-33,049-97.9%717$19.31KQ1 2026May 15, 2026
Mercer Global Advisors IncSell-13,571-41.5%19,132$515.04KQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+13,169+26.2%63,353$1.71MQ1 2026May 15, 2026
Two Sigma Securities, LlcBuy+8,078—8,078$217.46KQ1 2026May 15, 2026
Purpose Unlimited Inc.Sell-6,521-31.7%14,073$378.85KQ1 2026May 15, 2026
Cerity Partners Ocio LlcBuy+2,121+7.0%32,366$871.29KQ1 2026May 15, 2026
Quantinno Capital Management LpBuy+1,107+1.1%101,032$2.72MQ1 2026May 15, 2026
Allworth Financial LpBuy+892+49.1%2,710$72.95KQ1 2026May 15, 2026
Fmr LlcBuy+113—113$3.03KQ1 2026May 15, 2026
Cerity Partners LlcBuy+2+0.0%7,947$213.94KQ1 2026May 15, 2026
Rmg Wealth Management LlcBuy+3,062,058—3,062,058$76.64MQ1 2026May 14, 2026
Evergreen Capital Management LlcBuy+230,760—230,760$6.21MQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Sell-25,346-18.8%109,413$2.95MQ1 2026May 14, 2026
Hrt Financial LpBuy+8,093—8,093$217.00KQ1 2026May 14, 2026
Pinnacle Financial Partners, Inc.Buy+3,195+25.2%15,884$427.60KQ1 2026May 14, 2026
Satovsky Asset Management LlcBuy+65+0.3%20,227$544.52KQ1 2026May 14, 2026
Cetera Investment AdvisersSell-3,521-5.1%66,093$1.78MQ1 2026May 13, 2026
Lunt Capital Management, Inc.Buy+48+0.2%22,805$613.91KQ1 2026May 13, 2026
Jane Street Group, LlcBuy+36,807+15.8%269,336$7.25MQ1 2026May 12, 2026
Leavell Investment Management, Inc.Buy+5,307+50.3%15,865$427.09KQ1 2026May 12, 2026
Creative PlanningBuy+4,176+3.4%128,810$3.47MQ1 2026May 12, 2026
Haverford Trust CoBuy+9,139+98.3%18,439$496.38KQ1 2026May 11, 2026
Empirical Asset Management, LlcBuy+1,214+9.0%14,743$396.87KQ1 2026May 11, 2026
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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.