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Disclosery

BWZ SPDR SERIES TRUST

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BLOMBERG BRC INT (fund)

79 managers (79 13F filers) reported a position in BWZ shares at 2025-06-30, 12,358,854 shares in all. 36 filers opened a position and 1 filer sold out during the quarter.

Managers
79
13F filers
79
New
36
Added
25
Reduced
4
Sold out
1
Shares held by filers
12,358,854

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ASSETMARK, INCin group ASSETMARK, INC3,007,707$84.4M0.2%+3,007,60813F-HRTimelineGroup
CW Advisors, LLC1,092,802$30.7M0.3%new13F-HRTimeline
Quent Capital, LLC898,480$25.2M2.43%+36,97513F-HRTimeline
AVALON CAPITAL MANAGEMENT824,784$23.2M6.22%+607,92513F-HRTimeline
Financial Management Professionals, Inc.793,995$22.3M2.51%+13,32513F-HRTimeline
Checchi Capital Advisers, LLC572,833$16.1M1.12%-124,78113F-HRTimeline
Almanack Investment Partners, LLC.459,289$12.9M2.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC434,411$12.2M<0.01%+108,39213F-HRTimelineGroup
Laurel Wealth Planning LLC411,335$11.5M6.56%new13F-HRTimeline
Empowered Funds, LLC404,843$11.3M0.13%new13F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.291,710$8.19M3.82%-1,89013F-HRTimeline
Clarity Asset Management, Inc.248,858$6.99M4.17%new13F-HRTimeline
Cresset Asset Management, LLC201,513$5.66M0.03%new13F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV193,314$5.43M0.01%-16,89213F-HRTimeline
UBS Group AGin group UBS Group AG189,152$5.31M<0.01%+176,44213F-HRTimelineGroup
Walkner Condon Financial Advisors LLC179,140$5.03M0.92%+20,05513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC154,544$4.34M0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY154,299$4.33M<0.01%+145,40313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150,318$4.22M<0.01%+14,29213F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…134,413$3.77M0.01%new13F-HR/ATimelineGroup
Algorithmic Investment Models, LLC128,711$3.61M2.47%new13F-HRTimeline
Creative Planningin group Creative Planning107,624$3.02M<0.01%+10,60313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC101,166$2.84M<0.01%+26213F-HRTimeline
Quantinno Capital Management LP99,925$2.8M0.01%013F-HRTimeline
Cetera Investment Advisers88,411$2.48M<0.01%+14,81113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,678$2.38M<0.01%+28,73413F-HR/ATimelineGroup
DMC Group, LLC80,125$2.25M1.75%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,910$1.77M<0.01%+42,39613F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…60,858$1.71M0.2%new13F-HRTimeline
Balefire, LLC56,091$1.57M0.34%new13F-HRTimeline
DF DENT & CO INC54,300$1.52M0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC53,822$1.51M<0.01%+63113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC50,255$1.41M0.28%+5,39813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,844$1.2M<0.01%+41,90613F-HRTimelineGroup
IEQ CAPITAL, LLC36,291$1.02M0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36,236$1.02M0.1%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,673$889K<0.01%+26,39013F-HRTimelineGroup
Belpointe Asset Management LLC28,649$804K0.03%new13F-HRTimeline
Legacy Wealth Asset Management, LLC26,718$750K0.19%-14213F-HRTimeline
Trademark Financial Management, LLC24,264$681K0.42%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,530$660K<0.01%new13F-HRTimelineGroup
Lunt Capital Management, Inc.23,331$655K0.25%+38013F-HRTimeline
Private Advisor Group, LLC21,684$609K<0.01%new13F-HRTimeline
VestGen Investment Management20,892$586K0.42%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,530$576K0.02%new13F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC19,920$559K0.12%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.19,417$545K0.21%+9,84713F-HRTimeline
LPL Financial LLC17,689$497K<0.01%new13F-HRTimeline
FUTURE YOU WEALTH LLC14,890$418K0.23%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC14,514$407K<0.01%new13F-HRTimelineGroup
Martin Capital Partners, LLC12,157$341K0.13%+4,47413F-HRTimeline
HighTower Advisors, LLC10,950$307K<0.01%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,768$302K0.01%+1,03913F-HRTimeline
Ignite Planners, LLC10,320$285K0.05%new13F-HR/ATimeline
Haverford Trust Co9,300$261K<0.01%new13F-HRTimeline
Atria Investments, Inc8,403$236K<0.01%new13F-HRTimeline
LFA - Lugano Financial Advisors SA7,987$223K0.13%013F-HRTimeline
Janney Montgomery Scott LLC7,519$211K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…7,296$205K<0.01%new13F-HRTimeline
COMERICA BANK5,626$158K<0.01%+1,33613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,284$92.2K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC3,217$90.3K<0.01%13F-HRTimeline
Inlight Wealth Management, LLC3,189$89.5K0.05%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,421$68K<0.01%+713F-HRTimeline
CWM, LLCin group CWM, LLC2,000$56K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,696$47.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC839$23.6K<0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.807$22.7K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…329$9.23K<0.01%+24813F-HRTimeline
CARDIFF PARK ADVISORS, LLC325$9.12K<0.01%013F-HRTimeline
AE Wealth Management LLC300$8.42K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC168$4.69K<0.01%013F-HRTimeline
Caldwell Trust Co125$3.51K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.63$1.77K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC27$758<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$758<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC22$618<0.01%013F-HRTimeline
EASTERN BANK1$28<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.