State Street SPDR BloombergBWZETF
13F holders, Q1 2026 (March 31)74holders +1
12new positions
9sold out
1famous investor
$26.30avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding State Street SPDR Bloomberg (BWZ) in their 13F filings, up 1 from Q4 2025. 12 opened new positions and 9 sold out. The largest holders were RMG Wealth Management LLC ($76.6M), Quent Capital, LLC ($30.0M) and Financial Management Professionals, Inc. ($24.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR Bloomberg
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A334
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $107.8M |
| Exits | 9 | $14.8M |
All 13F filers, Q4 2025 → Q1 2026: 5,216,465 shares bought and 2,480,137 shares sold, net +2,736,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| RMG Wealth Management LLC | 8.85% | New | 3,062,058 | $76.6M |
| Quent Capital, LLC | 2.13% | Add +11.1% | 1,116,054 | $30.0M |
| Financial Management Professionals, Inc. | 2.77% | Add +5.9% | 915,870 | $24.7M |
| Checchi Capital Advisers, LLC | 1.18% | Add +7.8% | 640,878 | $17.3M |
| Matthew Goff Investment Advisor, LLC | 2.35% | New | 564,750 | $14.1M |
| Cresset Asset Management, LLC | 0.04% | Add +70.5% | 309,760 | $8.3M |
| Jane Street Group, LLC | 0.01% | Add +15.8% | 269,336 | $7.3M |
| Walkner Condon Financial Advisors LLC | 0.90% | Add +8.3% | 252,567 | $6.8M |
| Evergreen Capital Management LLC | 0.13% | New | 230,760 | $6.2M |
| Ieq Capital, LLC | 0.03% | No change | 224,699 | $6.0M |
| Lam Group, Inc. | 3.25% | Add +357.3% | 219,600 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 212,871 | $5.7M |
| BLVD Private Wealth, LLC | 4.87% | New | 207,973 | $5.6M |
| UBS Group AG | 0.00% | Add +3.4% | 192,990 | $5.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Add +105.8% | 191,424 | $5.2M |
| DMC Group, LLC | 3.24% | Add +7.6% | 178,056 | $4.8M |
| Clarity Asset Management, Inc. | 2.41% | Reduce -32.6% | 176,725 | $4.8M |
| Morgan Stanley | 0.00% | Add +646.6% | 161,573 | $4.3M |
| Creative Planning | 0.00% | Add +3.4% | 128,810 | $3.5M |
| CFG Wealth Management Services, Inc. | 2.91% | Add +3.7% | 113,466 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 112,377 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -91.0% | 112,322 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -18.8% | 109,413 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | New | 109,288 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +1.1% | 101,032 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 98,209 | $2.6M |
| Bank of America Corp. | 0.00% | Add +103.3% | 89,287 | $2.4M |
| Almanack Investment Partners, LLC. | 0.37% | Reduce -84.5% | 81,729 | $2.2M |
| Studio Investment Management LLC | 0.35% | Add +2.8% | 72,511 | $2.0M |
| Cetera Investment Advisers | 0.00% | Reduce -5.1% | 66,093 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +26.2% | 63,353 | $1.7M |
| Master's Wealth Management Inc. | 0.51% | Reduce -20.0% | 55,827 | $1.5M |
| Park Edge Advisors, LLC | 0.29% | Reduce -78.0% | 47,439 | $1.3M |
| Citadel Advisors | 0.00% | New | 36,685 | $988K |
| Wells Fargo & Company | 0.00% | Add +3.5% | 35,392 | $953K |
| MML Investors Services, LLC | 0.00% | Reduce -2.3% | 33,595 | $904K |
| Cerity Partners OCIO LLC | 0.05% | Add +7.0% | 32,366 | $871K |
| Legacy Wealth Asset Management, LLC | 0.19% | Add +3.7% | 29,677 | $799K |
| Belpointe Asset Management LLC | 0.03% | Add +4.2% | 27,848 | $750K |
| Lunt Capital Management, Inc. | 0.24% | Add +0.2% | 22,805 | $614K |
| DF Dent & Co. Inc. | 0.01% | No change | 22,300 | $600K |
| NerdWallet Wealth Partners, LLC | 0.24% | New | 20,236 | $545K |
| Satovsky Asset Management LLC | 0.10% | Add +0.3% | 20,227 | $545K |
| Palisades Hudson Asset Management, L.P. | 0.21% | Add +0.2% | 20,115 | $541K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -41.5% | 19,132 | $515K |
| Haverford Trust Co | 0.00% | Add +98.3% | 18,439 | $496K |
| Trademark Financial Management, LLC | 0.22% | Reduce -29.5% | 16,401 | $442K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +25.2% | 15,884 | $428K |
| Leavell Investment Management, Inc. | 0.02% | Add +50.3% | 15,865 | $427K |
| Empirical Asset Management, LLC | 0.10% | Add +9.0% | 14,743 | $397K |
| Purpose Unlimited Inc. | 0.02% | Reduce -31.7% | 14,073 | $379K |
| LPL Financial LLC | 0.00% | Reduce -13.6% | 12,457 | $335K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -12.4% | 12,282 | $331K |
| Martin Capital Partners, LLC | 0.10% | Reduce -5.4% | 9,829 | $265K |
| One Plus One Wealth Management, LLC | 0.11% | No change | 9,718 | $262K |
| Two Sigma Securities, LLC | 0.03% | New | 8,078 | $217K |
| HRT Financial LP | 0.00% | New | 8,093 | $217K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 7,947 | $214K |
| Csenge Advisory Group | 0.01% | New | 7,755 | $209K |
| LFA - Lugano Financial Advisors SA | 0.10% | Add +12.6% | 7,271 | $195K |
| Fifth Third Bancorp | 0.00% | New | 5,374 | $145K |
| Allworth Financial LP | 0.00% | Add +49.1% | 2,710 | $73K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 1,031 | $28K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -97.9% | 717 | $19K |
| Assetmark, Inc. | 0.00% | Reduce -67.0% | 425 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 366 | $10K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 325 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 168 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -35.3% | 158 | $4K |
| Caldwell Trust Co | 0.00% | No change | 125 | $3K |
| FMR LLC | 0.00% | New | 113 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 79 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 27 | $727 |
| 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.