State Street SPDR BloombergBWZETF
13F holders, Q2 2026 (June 30)72holders −2
7new positions
10sold out
1famous investor
$26.75avg. 13F price*
At the end of Q2 2026, 72 institutions reported holding State Street SPDR Bloomberg (BWZ) in their 13F filings, down 2 from Q1 2026. 7 opened new positions and 10 sold out. The largest holders were Quent Capital, LLC ($31.1M), Goldman Sachs Group Inc. ($23.0M) and Checchi Capital Advisers, LLC ($16.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR Bloomberg
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A334
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $30.5M |
| Exits | 10 | $105.8M |
All 13F filers, Q1 2026 → Q2 2026: 1,501,975 shares bought and 5,530,345 shares sold, net −4,028,370 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Quent Capital, LLC | 1.91% | Add +4.3% | 1,163,836 | $31.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 859,973 | $23.0M |
| Checchi Capital Advisers, LLC | 1.05% | Reduce -3.5% | 618,247 | $16.5M |
| Cresset Asset Management, LLC | 0.03% | Reduce -1.7% | 304,464 | $8.1M |
| Walkner Condon Financial Advisors LLC | 0.84% | Add +8.6% | 274,306 | $7.3M |
| Lam Group, Inc. | 3.51% | Add +20.3% | 264,206 | $7.1M |
| UBS Group AG | 0.00% | Add +36.1% | 262,757 | $7.0M |
| Empowered Funds, LLC | 0.03% | New | 236,428 | $6.3M |
| Ieq Capital, LLC | 0.03% | No change | 224,699 | $6.0M |
| BLVD Private Wealth, LLC | 4.40% | Add +6.5% | 221,479 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 214,513 | $5.7M |
| DMC Group, LLC | 3.65% | Add +11.8% | 199,152 | $5.3M |
| Morgan Stanley | 0.00% | Add +0.3% | 162,110 | $4.3M |
| Creative Planning | 0.00% | Add +5.6% | 136,069 | $3.6M |
| Clarity Asset Management, Inc. | 1.75% | Reduce -24.3% | 133,731 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.2% | 123,852 | $3.3M |
| CFG Wealth Management Services, Inc. | 3.01% | No change | 113,466 | $3.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.28% | Reduce -46.5% | 102,347 | $2.7M |
| Quantinno Capital Management LP | 0.00% | Reduce -1.1% | 99,925 | $2.7M |
| LPL Financial LLC | 0.00% | Add +699.3% | 99,563 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 99,478 | $2.7M |
| Evergreen Capital Management LLC | 0.04% | Reduce -62.5% | 86,641 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.9% | 85,508 | $2.3M |
| Studio Investment Management LLC | 0.34% | Add +4.9% | 76,055 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -24.8% | 67,162 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -39.3% | 66,365 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -8.8% | 60,278 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +43.1% | 48,070 | $1.3M |
| Park Edge Advisors, LLC | 0.27% | Reduce -0.8% | 47,048 | $1.3M |
| Master's Wealth Management Inc. | 0.37% | Reduce -16.8% | 46,424 | $1.2M |
| Legacy Wealth Asset Management, LLC | 0.18% | Add +3.0% | 30,582 | $818K |
| Wells Fargo & Company | 0.00% | Reduce -15.6% | 29,870 | $799K |
| Cerity Partners OCIO LLC | 0.04% | Reduce -18.5% | 26,371 | $705K |
| Belpointe Asset Management LLC | 0.02% | Reduce -6.3% | 26,079 | $698K |
| NerdWallet Wealth Partners, LLC | 0.22% | Add +15.7% | 23,421 | $627K |
| Lunt Capital Management, Inc. | 0.23% | Add +0.9% | 23,020 | $616K |
| DF Dent & Co. Inc. | 0.01% | No change | 22,300 | $597K |
| Citadel Advisors | 0.00% | Reduce -41.0% | 21,658 | $579K |
| Palisades Hudson Asset Management, L.P. | 0.20% | Add +5.7% | 21,259 | $569K |
| Satovsky Asset Management LLC | 0.09% | Add +0.5% | 20,335 | $544K |
| Leavell Investment Management, Inc. | 0.02% | Add +17.6% | 18,649 | $499K |
| Haverford Trust Co | 0.00% | No change | 18,439 | $493K |
| Empirical Asset Management, LLC | 0.11% | Add +24.8% | 18,397 | $492K |
| HighTower Advisors, LLC | 0.00% | New | 17,477 | $468K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.3% | 17,353 | $464K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 15,884 | $425K |
| Financial Management Professionals, Inc. | 0.04% | Reduce -98.4% | 14,726 | $394K |
| Purpose Unlimited Inc. | 0.01% | Reduce -4.0% | 13,505 | $367K |
| Fiduciary Financial Group, LLC | 0.04% | No change | 12,282 | $329K |
| Csenge Advisory Group | 0.01% | Add +42.8% | 11,071 | $296K |
| Destination Wealth Management | 0.01% | New | 10,287 | $275K |
| Martin Capital Partners, LLC | 0.09% | Reduce -2.0% | 9,632 | $258K |
| HRT Financial LP | 0.00% | Add +17.3% | 9,489 | $253K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 7,950 | $213K |
| Tru Independence Asset Management 2, LLC | 0.11% | New | 7,748 | $207K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,519 | $201K |
| LFA - Lugano Financial Advisors SA | 0.11% | No change | 7,271 | $184K |
| Fifth Third Bancorp | 0.00% | Reduce -7.1% | 4,991 | $134K |
| Allworth Financial LP | 0.00% | No change | 2,710 | $72K |
| Creative Financial Designs Inc. | 0.00% | Add +0.5% | 1,036 | $28K |
| Assetmark, Inc. | 0.00% | Add +3.5% | 440 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 368 | $10K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 325 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -56.2% | 314 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 168 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 158 | $4K |
| Caldwell Trust Co | 0.00% | No change | 125 | $3K |
| FMR LLC | 0.00% | No change | 113 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 111 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 79 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 8 | $187 |
| Eastern Bank | 0.00% | No change | 1 | $27 |
"% of holder's portfolio" is BWZ's weight in each manager's 13F, not the share of State Street SPDR Bloomberg the manager owns.