BWX

State Street Spdr Bloomberg

+$185.0M

Net Activity

Institutions Holding

159

Popularity Rank

#3443

Avg Weight

0.29%

Total Value

$869.1M

Ownership Trend

159 institutions currently hold BWX, with 80 net buyers and 78 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

78

Net Buying Institutions

80

Key Holders

Key Holders

Top 5 by Value

CP
Cerity Partners OCIO LLC
$155.6M
CI
Ci Investments INC.
$143.0M
MS
Morgan Stanley
$70.8M
JS
Jane Street Group, LLC
$64.0M
ML
Manufacturers Life Insurance Company, THE
$56.1M

Top 5 by Conviction

CP
Cerity Partners OCIO LLC
9.33%
UL
Upper Left Wealth Management, LLC
4.05%
PN
Point Nemo Capital, LLC
3.81%
RF
rebel Financial LLC
2.80%
GA
Gould Asset Management LLC /ca/
2.76%
View all 159 holding institutions

Quarterly Activity

Recent Activity

+$517.3M

Total Buy Value

$427.1M

Total Sell Value

New buy23
Trim58
Add57
Sold out20

80

Net Buyers

78

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding STATE STREET SPDR BLOOMBERG (BWX)?
Major stakeholders currently include Cerity Partners OCIO LLC ($155.6M), Ci Investments INC. ($143.0M), Morgan Stanley ($70.8M). Based on the latest 13F filings, there are a total of 159 tracked investment funds and institutions maintaining positions in BWX.
What is the overall institutional sentiment toward BWX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $185.0M, driven by 80 managers accumulating shares while 78 reduced their exposure.
Which institutions have been selling or reducing their BWX positions?
In the latest period, 58 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $427.1M.
Are there any notable investors adding BWX to their portfolios?
Yes, buying activity remains notable. 23 institutions opened new positions in {ticker}, and 57 existing holders added to their shares. The total reported buy value for the quarter amounted to $517.3M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail