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Disclosery

BWZ SPDR SERIES TRUST

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BLOMBERG BRC INT (fund)

72 managers (73 13F filers) reported a position in BWZ shares at 2026-06-30, 6,971,981 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
72
13F filers
73
New
8
Added
27
Reduced
22
Sold out
10
Shares held by filers
6,971,981

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Quent Capital, LLC1,163,836$31.1M1.91%+47,78213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC859,973$23M<0.01%new13F-HRTimelineGroup
Checchi Capital Advisers, LLC618,247$16.5M1.05%-22,63113F-HRTimeline
Cresset Asset Management, LLC304,464$8.14M0.03%-5,29613F-HRTimeline
Walkner Condon Financial Advisors LLC274,306$7.34M0.84%+21,73913F-HRTimeline
LAM GROUP, INC.264,206$7.07M3.51%+44,60613F-HRTimeline
UBS Group AGin group UBS Group AG262,757$7.03M<0.01%+69,76713F-HRTimelineGroup
Empowered Funds, LLC236,428$6.31M0.03%new13F-HRTimeline
IEQ CAPITAL, LLC224,699$6.01M0.03%013F-HRTimeline
BLVD Private Wealth, LLC221,479$5.92M4.4%+13,50613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214,513$5.74M<0.01%+1,64213F-HRTimelineGroup
DMC Group, LLC199,152$5.33M3.65%+21,09613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY162,110$4.34M<0.01%+53713F-HRTimelineGroup
Creative Planningin group Creative Planning136,069$3.64M<0.01%+7,25913F-HRTimelineGroup
Clarity Asset Management, Inc.133,731$3.58M1.75%-42,99413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,852$3.31M<0.01%+11,47513F-HRTimelineGroup
CFG Wealth Management Services, Inc.113,466$3.08M2.89%013F-HRTimeline
Patriot Financial Group Insurance Agenc…102,347$2.74M0.28%-89,07713F-HRTimeline
Quantinno Capital Management LP99,925$2.67M<0.01%-1,10713F-HRTimeline
LPL Financial LLC99,563$2.66M<0.01%+87,10613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC99,478$2.66M<0.01%+1,26913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC86,641$2.32M0.04%-144,11913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,508$2.29M<0.01%-26,81413F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC76,055$2.03M0.34%+3,54413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/67,162$1.8M<0.01%-22,12513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,365$1.78M<0.01%-43,04813F-HRTimelineGroup
Cetera Investment Advisers60,278$1.61M<0.01%-5,81513F-HRTimeline
MML INVESTORS SERVICES, LLC48,070$1.29M<0.01%+14,47513F-HRTimeline
Park Edge Advisors, LLC47,048$1.26M0.27%-39113F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.46,424$1.24M0.37%-9,40313F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding34,321$918K-5,992Timeline
Legacy Wealth Asset Management, LLC30,582$818K0.18%+90513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,870$799K<0.01%-5,52213F-HRTimelineGroup
Belpointe Asset Management LLC26,079$698K0.02%-1,76913F-HRTimeline
NerdWallet Wealth Partners, LLC23,421$627K0.22%+3,18513F-HRTimeline
Lunt Capital Management, Inc.23,020$616K0.23%+21513F-HRTimeline
DF DENT & CO INC22,300$597K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,658$579K<0.01%-15,02713F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.21,259$569K0.2%+1,14413F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC20,335$544K0.09%+10813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.18,649$499K0.02%+2,78413F-HRTimeline
Haverford Trust Co18,439$493K<0.01%013F-HRTimeline
Empirical Asset Management, LLC18,397$492K0.11%+3,65413F-HRTimeline
HighTower Advisors, LLC17,477$468K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,353$464K<0.01%-1,77913F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,884$425K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.14,726$394K0.04%-901,14413F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.13,505$367K0.01%-56813F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC12,282$329K0.04%013F-HRTimeline
Csenge Advisory Group11,071$296K0.01%+3,31613F-HRTimeline
Destination Wealth Management10,287$275K0.01%new13F-HRTimeline
Martin Capital Partners, LLC9,632$258K0.09%-19713F-HRTimeline
HRT FINANCIAL LP9,489$253K<0.01%+1,39613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,748$207K0.11%new13F-HRTimeline
Janney Montgomery Scott LLC7,519$201K<0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA7,271$184K0.11%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,991$134K<0.01%-38313F-HRTimelineGroup
Allworth Financial LP2,710$72.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,036$27.7K<0.01%+513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC440$11.8K<0.01%+1513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…368$9.85K<0.01%+213F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC325$8.69K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…314$8.41K<0.01%-40313F-HRTimelineGroup
Integrated Wealth Concepts LLC308$8.23K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC168$4.5K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC158$4.24K<0.01%013F-HRTimeline
Caldwell Trust Co125$3.34K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC113$3.01K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC111$2.97K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC79$2.11K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS8$187<0.01%new13F-HRTimeline
EASTERN BANK1$27<0.01%013F-HRTimeline