State Street SPDR BloombergBWZETF
13F holders, Q4 2025 (December 31)73holders +6
10new positions
6sold out
$27.41avg. 13F price*
At the end of Q4 2025, 73 institutions reported holding State Street SPDR Bloomberg (BWZ) in their 13F filings, up 6 from Q3 2025. 10 opened new positions and 6 sold out. The largest holders were Osaic Holdings, Inc. ($34.0M), Quent Capital, LLC ($27.5M) and Financial Management Professionals, Inc. ($23.7M).
- Company
- State Street SPDR Bloomberg
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A334
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $17.6M |
| Exits | 6 | $12.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,268,593 shares bought and 1,841,279 shares sold, net −572,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Osaic Holdings, Inc. | 0.05% | Add +2.2% | 1,241,128 | $34.0M |
| Quent Capital, LLC | 1.99% | Add +6.7% | 1,004,228 | $27.5M |
| Financial Management Professionals, Inc. | 2.44% | Add +6.8% | 864,501 | $23.7M |
| Checchi Capital Advisers, LLC | 1.11% | Reduce -2.0% | 594,355 | $16.3M |
| Almanack Investment Partners, LLC. | 2.46% | Add +4.3% | 527,796 | $14.5M |
| Clarity Asset Management, Inc. | 3.95% | Add +2.8% | 262,143 | $7.2M |
| Walkner Condon Financial Advisors LLC | 0.89% | Add +6.5% | 233,213 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +2343.8% | 232,529 | $6.4M |
| Ieq Capital, LLC | 0.02% | Add +54.9% | 224,699 | $6.2M |
| Park Edge Advisors, LLC | 1.34% | New | 216,156 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 212,022 | $5.8M |
| UBS Group AG | 0.00% | Reduce -9.2% | 186,732 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Reduce -10.4% | 181,659 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +18.6% | 178,735 | $4.9M |
| DMC Group, LLC | 3.03% | Add +47.2% | 165,469 | $4.5M |
| Empowered Funds, LLC | 0.07% | Reduce -54.8% | 149,268 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 134,759 | $3.7M |
| Creative Planning | 0.00% | Add +1.4% | 124,634 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.0% | 116,221 | $3.2M |
| CFG Wealth Management Services, Inc. | 2.83% | — | 109,410 | $3.0M |
| Quantinno Capital Management LP | 0.01% | No change | 99,925 | $2.7M |
| GTS Securities LLC | 0.09% | New | 97,567 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 95,904 | $2.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.30% | Add +9.1% | 92,991 | $2.5M |
| Studio Investment Management LLC | 0.35% | Add +7.2% | 70,522 | $1.9M |
| Master's Wealth Management Inc. | 0.69% | Reduce -76.7% | 69,756 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 69,614 | $1.9M |
| Avalon Capital Management | 0.34% | Reduce -93.9% | 51,535 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +185.1% | 50,184 | $1.4M |
| Lam Group, Inc. | 0.75% | New | 48,025 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -22.9% | 43,910 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -33.3% | 34,368 | $942K |
| Wells Fargo & Company | 0.00% | Reduce -20.7% | 34,206 | $938K |
| Transamerica Financial Advisors, LLC | 0.08% | Reduce -5.4% | 33,766 | $926K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.0% | 32,703 | $896K |
| Cerity Partners OCIO LLC | 0.05% | New | 30,245 | $829K |
| Legacy Wealth Asset Management, LLC | 0.19% | Add +4.6% | 28,614 | $784K |
| Belpointe Asset Management LLC | 0.03% | Reduce -31.9% | 26,722 | $732K |
| Trademark Financial Management, LLC | 0.35% | Reduce -42.4% | 23,252 | $637K |
| Lunt Capital Management, Inc. | 0.23% | Reduce -1.4% | 22,757 | $624K |
| DF Dent & Co. Inc. | 0.01% | Reduce -58.9% | 22,300 | $611K |
| Morgan Stanley | 0.00% | Reduce -24.2% | 21,642 | $593K |
| Purpose Unlimited Inc. | 0.03% | — | 20,594 | $562K |
| Satovsky Asset Management LLC | 0.11% | Add +0.7% | 20,162 | $553K |
| Palisades Hudson Asset Management, L.P. | 0.21% | Add +3.0% | 20,069 | $550K |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 14,421 | $395K |
| Fiduciary Financial Group, LLC | 0.05% | Add +54.7% | 14,018 | $384K |
| Ethos Financial Group, LLC | 0.03% | New | 14,008 | $384K |
| Empirical Asset Management, LLC | 0.10% | New | 13,529 | $371K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 12,689 | $348K |
| Leavell Investment Management, Inc. | 0.01% | No change | 10,558 | $289K |
| Martin Capital Partners, LLC | 0.11% | Reduce -8.2% | 10,395 | $285K |
| One Plus One Wealth Management, LLC | 0.12% | New | 9,718 | $266K |
| Haverford Trust Co | 0.00% | No change | 9,300 | $255K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 7,945 | $218K |
| Janney Montgomery Scott LLC | 0.00% | No change | 7,519 | $206K |
| LFA - Lugano Financial Advisors SA | 0.09% | Reduce -23.1% | 6,457 | $177K |
| Comerica Bank | 0.00% | No change | 5,626 | $154K |
| Inlight Wealth Management, LLC | 0.03% | No change | 3,189 | $87K |
| Allworth Financial LP | 0.00% | No change | 1,818 | $50K |
| Montag A & Associates Inc. | 0.00% | No change | 1,696 | $46K |
| National Bank of Canada | 0.00% | New | 1,706 | $46K |
| Assetmark, Inc. | 0.00% | Reduce -41.2% | 1,287 | $35K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 1,027 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 365 | $10K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 325 | $9K |
| Elevated Capital Advisors, LLC | 0.00% | New | 244 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 168 | $5K |
| Caldwell Trust Co | 0.00% | No change | 125 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 99 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +259.1% | 79 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 27 | $741 |
| 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.