BWZ

State Street Spdr Bloomberg

+$35.1M

Net Activity

Institutions Holding

74

Popularity Rank

#5127

Avg Weight

0.52%

Total Value

$288.7M

Ownership Trend

74 institutions currently hold BWZ, with 48 net buyers and 27 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

27

Net Buying Institutions

48

Key Holders

Key Holders

Top 5 by Value

RW
RMG Wealth Management LLC
$76.6M
QC
Quent Capital, LLC
$30.0M
FM
Financial Management Professionals, Inc.
$24.7M
CC
Checchi Capital Advisers, LLC
$17.3M
MG
Matthew Goff Investment Advisor, LLC
$14.1M

Top 5 by Conviction

RW
RMG Wealth Management LLC
8.85%
BP
BLVD Private Wealth, LLC
4.87%
LG
Lam Group, INC.
3.25%
DG
DMC Group, LLC
3.24%
CW
CFG Wealth Management Services, Inc.
2.80%
View all 74 holding institutions

Quarterly Activity

Recent Activity

+$259.6M

Total Buy Value

$92.1M

Total Sell Value

New buy12
Trim18
Add36
Sold out9

48

Net Buyers

27

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 (BWZ)?
Major stakeholders currently include RMG Wealth Management LLC ($76.6M), Quent Capital, LLC ($30.0M), Financial Management Professionals, Inc. ($24.7M). Based on the latest 13F filings, there are a total of 74 tracked investment funds and institutions maintaining positions in BWZ.
What is the overall institutional sentiment toward BWZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $35.1M, driven by 48 managers accumulating shares while 27 reduced their exposure.
Which institutions have been selling or reducing their BWZ positions?
In the latest period, 18 funds trimmed their holdings, and 9 managers completely exited their positions. The aggregate reported sell value was $92.1M.
Are there any notable investors adding BWZ to their portfolios?
Yes, buying activity remains notable. 12 institutions opened new positions in {ticker}, and 36 existing holders added to their shares. The total reported buy value for the quarter amounted to $259.6M.

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