Skip to content
Disclosery

BWX SPDR SERIES TRUST

Follow

ST INTL BBG ETF (fund)

158 managers (161 13F filers) reported a position in BWX shares at 2026-03-31, 39,661,924 shares in all. 23 filers opened a position and 21 filers sold out during the quarter.

Managers
158
13F filers
161
New
23
Added
59
Reduced
56
Sold out
21
Shares held by filers
39,661,924

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cerity Partners LLCgroup of 2 filers holding7,185,603$158M-309,349Timeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,516,641$143M0.69%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,224,085$70.8M<0.01%+128,32113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,917,626$64M0.07%+2,458,67913F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,556,928$56.1M0.05%-202,18613F-HRTimelineGroup
Checchi Capital Advisers, LLC1,433,737$31.5M2.16%-98,51913F-HRTimeline
Creative Planningin group Creative Planning1,350,783$29.6M0.02%+250,99813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,096,126$24.1M<0.01%+1,081,85413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding924,670$20.3M-103,942Timeline
LEUTHOLD GROUP, LLC829,138$18.2M1.94%-3,75413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC744,825$16.3M0.86%+159,90013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/723,388$15.9M2.76%+45,27713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/533,238$11.7M<0.01%+80,47513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC485,825$10.7M1.41%+25,55713F-HRTimeline
LPL Financial LLC448,054$9.83M<0.01%+21,75813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC445,393$9.78M0.01%-44813F-HRTimelineGroup
FLC Capital Advisors431,181$9.46M1.72%-3,11613F-HRTimeline
Net Worth Advisory Group391,402$8.59M1.78%+10,78613F-HRTimeline
WealthShield Partners, LLC388,551$8.53M0.95%+34,95413F-HRTimeline
Financial Engines Advisors L.L.C.374,015$8.21M0.02%-23,08013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO351,145$7.63M<0.01%+326,65613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC342,680$7.52M<0.01%+117,52513F-HR/ATimelineGroup
Cetera Investment Advisers321,487$7.06M0.01%-2,61213F-HRTimeline
Ackerman Capital Advisors, LLC321,009$7.05M1.44%+21,38213F-HRTimeline
Upper Left Wealth Management, LLC312,496$6.86M4.05%+45,67013F-HRTimeline
rebel Financial LLC294,183$6.46M2.8%+14,64213F-HRTimeline
MML INVESTORS SERVICES, LLC280,786$6.16M0.02%+53,70713F-HRTimeline
Point Nemo Capital, LLC263,702$5.79M3.81%+166,84213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…241,827$5.31M<0.01%-89613F-HRTimelineGroup
CROBAN224,801$4.93M2.32%+19,07113F-HRTimeline
NewSquare Capital LLC218,975$4.81M0.42%+11,75813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC206,597$4.53M0.01%+6,07913F-HRTimelineGroup
Janney Montgomery Scott LLC197,604$4.34M0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN191,278$4.2M<0.01%-14,88413F-HR/ATimelineGroup
MACKENZIE FINANCIAL CORP173,005$3.8M<0.01%013F-HRTimeline
Baron Financial Group, LLC148,891$3.27M1.76%+16,27013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,208$2.5M<0.01%+24,39413F-HRTimelineGroup
Foundations Investment Advisors, LLC113,389$2.49M0.03%+30,23913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC110,018$2.41M<0.01%-146,40913F-HRTimeline
Quent Capital, LLC103,846$2.28M0.16%+91513F-HRTimeline
UBS Group AGin group UBS Group AG100,050$2.2M<0.01%-42,03313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.95,377$2.09M0.23%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,513$1.92M<0.01%-3,82813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,387$1.87M<0.01%-1,52013F-HRTimelineGroup
Convergence Financial, LLC80,584$1.77M0.19%+44,25913F-HRTimeline
HANCOCK WHITNEY CORP79,184$1.76M0.03%+35,13913F-HRTimeline
Main Street Financial Solutions, LLC77,228$1.7M0.12%new13F-HRTimeline
CFG Wealth Management Services, Inc.74,567$1.69M1.53%013F-HRTimeline
Auour Investments LLC76,679$1.68M0.53%+4,10813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,719$1.36M<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC62,479$1.36M0.05%+32,74313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,186$1.34M<0.01%-11,28613F-HRTimelineGroup
Euro Pacific Asset Management, LLC55,934$1.24M0.12%-1,34813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,236$1.19M<0.01%-1,74113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV52,841$1.16M<0.01%-11,38213F-HRTimeline
Pure Financial Advisors, LLC50,552$1.11M0.02%+1,12013F-HRTimeline
HRT FINANCIAL LP46,270$1.01M<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,806$918K<0.01%-3,20513F-HRTimelineGroup
AMG National Trust Bank40,442$888K0.02%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding39,996$878K+19,078Timeline
Tennessee Valley Asset Management Partn…39,272$862K0.11%+5,76013F-HRTimeline
Family CFO Inc36,121$793K0.36%new13F-HRTimeline
Legacy Wealth Asset Management, LLC33,759$741K0.18%+1,42813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV33,104$727K0.1%+1,60413F-HRTimeline
Cresset Asset Management, LLC28,389$623K<0.01%-2,51313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC27,638$607K0.08%+6,41013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.27,434$602K<0.01%+8,49613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC27,024$593K0.01%+6,04013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,332$578K<0.01%+6,51513F-HRTimelineGroup
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…25,725$565K0.03%-1,54113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,964$526K0.01%+1,06213F-HRTimelineGroup
RFG Advisory, LLC23,062$506K0.01%-114,31413F-HRTimeline
Atria Investments, Inc23,023$505K0.01%+14213F-HRTimeline
First Heartland Consultants, Inc.22,272$489K0.04%+14213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,822$435K<0.01%-1,35013F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC19,579$430K0.08%+6913F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,435$405K0.03%013F-HRTimeline
TSG Advice Partners, LLC18,407$404K0.06%new13F-HRTimeline
Global View Capital Management LLC17,938$394K0.1%+13313F-HRTimeline
Proactive Wealth Strategies LLC17,011$373K0.07%new13F-HRTimeline
Snowden Capital Advisors LLC16,507$362K0.01%-28013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,408$360K<0.01%+6,69813F-HRTimelineGroup
Csenge Advisory Group16,353$359K0.02%+1,00313F-HRTimeline
CHOREO, LLC15,663$344K<0.01%-3,36213F-HRTimeline
FSM Wealth Advisors, LLC14,637$321K0.04%-6313F-HRTimeline
Cambridge Investment Research Advisors,…13,907$305K<0.01%-15,15613F-HRTimeline
RPg Family Wealth Advisory, LLC12,257$269K0.06%-30813F-HRTimeline
Covestor Ltd12,206$268K0.19%+97113F-HRTimeline
Post Resch Tallon Group Inc.12,163$268K0.22%-55013F-HRTimeline
Summit Financial, LLC12,055$265K<0.01%-4113F-HRTimeline
Risk Paradigm Group, LLC11,725$257K0.22%-10313F-HRTimeline
World Investment Advisors11,691$257K<0.01%-27813F-HRTimeline
4Thought Financial Group Inc.11,678$256K0.13%-56913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.11,639$255K0.19%new13F-HRTimeline
Destination Wealth Management11,472$252K0.01%+90113F-HRTimeline
Ausdal Financial Partners, Inc.11,352$249K0.01%-54013F-HRTimeline
Prime Capital Investment Advisors, LLC10,490$230K<0.01%+24513F-HRTimeline
Farther Finance Advisors, LLC10,411$229K<0.01%+9,89313F-HRTimeline
Hillman Capital Management, Inc.10,384$228K0.16%+4,14413F-HRTimeline
Realta Investment Advisors10,359$227K0.08%-60613F-HRTimeline
Mariner, LLCin group Mariner, LLC10,189$224K<0.01%new13F-HRTimelineGroup
&PARTNERS9,837$216K<0.01%-12,16813F-HRTimeline
ARWA LLC9,609$214K0.11%-2,17613F-HRTimeline
Comprehensive Money Management Services…9,715$213K0.14%new13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC9,334$205K0.09%013F-HRTimeline
HOWE & RUSLING INC3,683$80.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,510$77K<0.01%+1,14613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,472$76.2K<0.01%013F-HRTimelineGroup
Breakwater Investment Management3,372$74K0.03%-87513F-HRTimeline
Advisory Services Network, LLC2,799$61.4K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2,794$61.3K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,460$54K<0.01%-6,22913F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,400$52.7K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,235$49.1K<0.01%-1,25813F-HRTimeline
Gen-Wealth Partners Inc1,762$38.7K0.01%+1313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,725$37.9K0.02%-31013F-HRTimeline
Center for Financial Planning, Inc.1,403$30.8K<0.01%013F-HRTimeline
United Financial Planning Group LLC1,365$30K0.02%-1,67713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,285$28.2K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank1,280$28.1K0.01%new13F-HRTimelineGroup
Beacon Capital Management, Inc.1,257$27.6K<0.01%+1613F-HR/ATimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,180$25.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,086$23.8K<0.01%-34713F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,079$23.4K<0.01%-23513F-HRTimelineGroup
Tradewinds Capital Management, LLC1,060$23.3K<0.01%013F-HRTimeline
Allworth Financial LP1,047$23K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC868$19.1K<0.01%-55313F-HRTimelineGroup
NewEdge Advisors, LLC705$15.5K<0.01%+213F-HR/ATimeline
Strategic Wealth Partners, Ltd.633$13.9K<0.01%-3213F-HRTimeline
SBI Securities Co., Ltd.482$10.6K<0.01%-17913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…406$8.91K<0.01%+11113F-HRTimelineGroup
Capital Investment Advisory Services, L…309$6.78K<0.01%+513F-HRTimeline
Pinnacle Bancorp, Inc.300$6.58K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…296$6.5K<0.01%new13F-HRTimeline
Horizon Investments, LLC266$5.82K<0.01%-1,15113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…262$5.75K<0.01%013F-HR/ATimelineGroup
TUCKER ASSET MANAGEMENT LLC252$5.53K<0.01%013F-HRTimeline
Sound Income Strategies, LLC202$4.44K<0.01%-1,28213F-HRTimeline
HARBOUR INVESTMENTS, INC.142$3.13K<0.01%+11413F-HRTimeline
AE Wealth Management LLC129$2.83K<0.01%-20613F-HRTimeline
WOLFF WIESE MAGANA LLC127$2.79K<0.01%013F-HRTimeline
Caitlin John, LLC119$2.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.111$2.44K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100$2.19K<0.01%+6513F-HRTimelineGroup
CWM, LLCin group CWM, LLC77$1.69K<0.01%-4413F-HRTimelineGroup
Root Financial Partners, LLC74$1.62K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC51$1.12K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.47$1.03K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC36$790<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC32$700<0.01%013F-HRTimeline
Larson Financial Group LLC29$637<0.01%new13F-HRTimeline
Rossby Financial, LCC27$593<0.01%new13F-HRTimeline
IFP Advisors, Inc26$571<0.01%-6113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19$417<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11$241<0.01%-3713F-HRTimeline
Ashton Thomas Private Wealth, LLC7$154<0.01%new13F-HRTimeline
MAI Capital Management6$128<0.01%-113F-HRTimeline
Avion Wealth1$00%013F-HRTimelineValue filed as zero, left out of ratios.