
SPDR Bloomberg Short Term International Treasury Bond is an exchange-traded fund on ARCA. As of Q3 2025, 67 institutional investors hold shares in this ETF, with total holdings valued at $242.5M. Advisor Group Holdings, Inc. is the largest holder with a position valued at $33.8M.
Overview of institutional ownership in BWZ as of Q3 2025
Institutions with the largest positions in BWZ as of Q3 2025
| Institution | Position Value |
|---|---|
A Advisor Group Holdings, Inc. Institution | $33.8M 0.05% of portfolio |
Quent Capital, LLC Hedge Fund•Long/Short | $26.2M 2.19% of portfolio |
David R. Rahn & Associates Inc. RIA/Wealth | $23.5M 5.82% of portfolio |
Financial Management Professionals, Inc. RIA/Wealth | $22.5M 2.34% of portfolio |
Checchi Capital Advisers, LLC RIA/Wealth | $16.9M 1.16% of portfolio |
Almanack Investment Partners, LLC. RIA/Wealth | $14.1M 2.43% of portfolio |
Laurel Wealth Planning LLC RIA/Wealth | $11.8M 6.28% of portfolio |
Empowered Funds, LLC ETF Provider | $9.2M 0.09% of portfolio |
MASTER'S WEALTH MANAGEMENT INC. RIA/Wealth | $8.3M 3.62% of portfolio |
Clarity Asset Management, Inc. RIA/Wealth | $7.1M 3.99% of portfolio |
Institutional buying and selling activity for BWZ in Q3 2025
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$31.4M +1.1M shares |
IEQ CAPITAL, LLC RIA/Wealth | +$3.0M +108.8K shares |
Almanack Investment Partners, LLC. RIA/Wealth | +$1.3M +46.8K shares |
Quent Capital, LLC Hedge Fund•Long/Short | +$1.2M +42.4K shares |
Walkner Condon Financial Advisors LLC RIA/Wealth | +$1.1M +39.9K shares |
Checchi Capital Advisers, LLC RIA/Wealth | +$939.1K +33.8K shares |
D DMG Group, LLC Institution | +$898.4K +32.3K shares |
BANK OF AMERICA CORP /DE/ Institution | +$703.4K +25.3K shares |
P | +$678.1K +24.4K shares |
David R. Rahn & Associates Inc. RIA/Wealth | +$517.6K +18.6K shares |
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$8.3M −297.7K shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$4.2M −151.4K shares |
Beaumont Capital Management, LLC Long Only Manager | −$3.6M −128.7K shares |
MORGAN STANLEY RIA/Wealth | −$3.5M −125.7K shares |
Cresset Asset Management, LLC RIA/Wealth | −$2.6M −93.5K shares |
Empowered Funds, LLC ETF Provider | −$2.1M −75.0K shares |
VisionPoint Advisory Group, LLC RIA/Wealth | −$1.6M −56.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.3M −45.3K shares |
JPMORGAN CHASE & CO Institution | −$660.5K −23.5K shares |
Private Advisor Group, LLC RIA/Wealth | −$608.7K −21.7K shares |
Institutions that initiated new positions or completely exited BWZ in Q3 2025
| Institution | Position Value |
|---|---|
FIDUCIARY FINANCIAL GROUP, LLC RIA/Wealth | $252.1K 9.1K shares |
Heartwood Wealth Advisors LLC RIA/Wealth | $174.4K 6.3K shares |
| Institution | Previous Position |
|---|---|
Beaumont Capital Management, LLC Long Only Manager | $3.6M 128.7K shares |
VisionPoint Advisory Group, LLC RIA/Wealth | $1.6M 56.1K shares |
JPMORGAN CHASE & CO Institution | $660.5K 23.5K shares |
Private Advisor Group, LLC RIA/Wealth | $608.7K 21.7K shares |
Hanlon Investment Management, Inc. RIA/Wealth | $586.4K 20.9K shares |
A Ascent Group, LLC Institution | $576.3K 20.5K shares |
HighTower Advisors, LLC RIA/Wealth | $307.4K 11.0K shares |
Ignite Planners, LLC RIA/Wealth | $284.9K 10.3K shares |
A ATRIA INVESTMENTS LLC Institution | $235.9K 8.4K shares |
$204.8K 7.3K shares |
Institutions with the largest Call and Put options positions in BWZ as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with BWZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Laurel Wealth Planning LLC RIA/Wealth | 6.28% $11.8M |
David R. Rahn & Associates Inc. RIA/Wealth | 5.82% $23.5M |
Clarity Asset Management, Inc. RIA/Wealth | 3.99% $7.1M |
MASTER'S WEALTH MANAGEMENT INC. RIA/Wealth | 3.62% $8.3M |
Almanack Investment Partners, LLC. RIA/Wealth | 2.43% $14.1M |
Financial Management Professionals, Inc. RIA/Wealth | 2.34% $22.5M |
Quent Capital, LLC Hedge Fund•Long/Short | 2.19% $26.2M |
D DMG Group, LLC Institution | 2.16% $3.1M |
Checchi Capital Advisers, LLC RIA/Wealth | 1.16% $16.9M |
Walkner Condon Financial Advisors LLC RIA/Wealth | 0.97% $6.1M |
Discover hedge funds investing in BWZ


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
We use cookies for analytics. See our Privacy and Cookie Policy.