Skip to content
Disclosery

BWZ SPDR SERIES TRUST

Follow

BLOMBERG BRC INT (fund)

72 managers (73 13F filers) reported a position in BWZ shares at 2025-12-31, 8,269,329 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
72
13F filers
73
New
10
Added
23
Reduced
23
Sold out
6
Shares held by filers
8,269,329

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,241,128$34M0.05%+26,19613F-HRTimelineGroup
Quent Capital, LLC1,004,228$27.5M1.99%+63,37413F-HRTimeline
Financial Management Professionals, Inc.864,501$23.7M2.44%+54,93813F-HRTimeline
Checchi Capital Advisers, LLC594,355$16.3M1.11%-12,23313F-HRTimeline
Almanack Investment Partners, LLC.527,796$14.5M2.46%+21,74713F-HRTimeline
Clarity Asset Management, Inc.262,143$7.19M3.95%+7,04613F-HRTimeline
Walkner Condon Financial Advisors LLC233,213$6.39M0.89%+14,16213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC232,529$6.37M0.01%+223,01413F-HRTimelineGroup
IEQ CAPITAL, LLC224,699$6.16M0.02%+79,65813F-HRTimeline
Park Edge Advisors, LLC216,156$5.92M1.34%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC212,022$5.81M<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG186,732$5.12M<0.01%-18,87613F-HRTimelineGroup
Cresset Asset Management, LLC181,659$4.98M0.02%-20,98813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA178,735$4.9M<0.01%+28,04913F-HRTimelineGroup
DMC Group, LLC165,469$4.54M3.03%+53,05013F-HRTimeline
Empowered Funds, LLC149,268$4.09M0.07%-180,61813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…134,759$3.69M0.01%+34613F-HR/ATimelineGroup
Creative Planningin group Creative Planning124,634$3.42M<0.01%+1,74713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,221$3.19M<0.01%-20,51113F-HRTimelineGroup
CFG Wealth Management Services, Inc.109,410$3M2.73%13F-HRTimeline
Quantinno Capital Management LP99,925$2.74M0.01%013F-HRTimeline
GTS SECURITIES LLC97,567$2.67M0.09%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC95,904$2.63M<0.01%-2,39413F-HRTimeline
Patriot Financial Group Insurance Agenc…92,991$2.55M0.3%+7,75713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC70,522$1.93M0.35%+4,71513F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.69,756$1.91M0.69%-229,87713F-HRTimeline
Cetera Investment Advisers69,614$1.91M<0.01%-57713F-HRTimeline
AVALON CAPITAL MANAGEMENT51,535$1.41M0.34%-791,85313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,184$1.38M<0.01%+32,57913F-HRTimelineGroup
LAM GROUP, INC.48,025$1.32M0.75%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,910$1.2M<0.01%-13,04713F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding38,190$1.05M+30,249Timeline
MML INVESTORS SERVICES, LLC34,368$942K<0.01%-17,11813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,206$938K<0.01%-8,91113F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…33,766$926K0.08%-1,92413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV32,703$896K<0.01%-9,23713F-HRTimeline
Legacy Wealth Asset Management, LLC28,614$784K0.19%+1,25513F-HRTimeline
Belpointe Asset Management LLC26,722$732K0.03%-12,51513F-HRTimeline
Trademark Financial Management, LLC23,252$637K0.35%-17,14613F-HRTimeline
Lunt Capital Management, Inc.22,757$624K0.23%-32413F-HRTimeline
DF DENT & CO INC22,300$611K0.01%-32,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,642$593K<0.01%-6,91813F-HR/ATimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.20,594$562K0.03%13F-HRTimelineGroup
SATOVSKY ASSET MANAGEMENT LLC20,162$553K0.11%+13513F-HRTimeline
Palisades Hudson Asset Management, L.P.20,069$550K0.21%+58013F-HRTimeline
LPL Financial LLC14,421$395K<0.01%-94513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC14,018$384K0.05%+4,95613F-HRTimeline
Ethos Financial Group, LLC14,008$384K0.03%new13F-HRTimeline
Empirical Asset Management, LLC13,529$371K0.1%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …12,689$348K<0.01%13F-HR/ATimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.10,558$289K0.01%013F-HRTimeline
Martin Capital Partners, LLC10,395$285K0.11%-92513F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC9,718$266K0.12%new13F-HRTimeline
Haverford Trust Co9,300$255K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC7,519$206K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA6,457$177K0.09%-1,93713F-HRTimeline
COMERICA BANK5,626$154K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC3,189$87.4K0.03%013F-HRTimeline
Allworth Financial LP1,818$49.8K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,696$46.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,706$46.4K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,287$35.3K<0.01%-90213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,027$28.2K<0.01%+613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…365$10K<0.01%+213F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC325$8.91K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC244$6.7K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC168$4.6K<0.01%013F-HRTimeline
Caldwell Trust Co125$3.43K<0.01%013F-HRTimeline
Global Retirement Partners, LLC99$2.71K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC79$2.17K<0.01%+5713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27$741<0.01%013F-HRTimelineGroup
EASTERN BANK1$27<0.01%013F-HRTimeline