BWZ icon

SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ

Overview Fund Activity

39 hedge funds and large institutions have $105M invested in SPDR Bloomberg Short Term International Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$19.8M
2
QC
Quent Capital
New York
+$490K
3
G
GenTrust
Florida
+$334K
4
HTC
Haverford Trust Company
Pennsylvania
+$207K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
+$179K

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$14.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.6M
3
Jane Street
Jane Street
New York
-$3.29M
4
Citadel Advisors
Citadel Advisors
Florida
-$455K
5
EWM
Elmwood Wealth Management
California
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$96.6K – – –
Bank of America
27
Bank of America
North Carolina
$86.9K -$110 -4 -0.1%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$55K – – –
Wells Fargo
29
Wells Fargo
California
$46.4K +$21.2K +770 +84%
CPA
30
Cardiff Park Advisors
California
$8.95K – – –
LG
31
LAM Group
Oregon
$4.96K -$688 -25 -12%
SAM
32
Smartleaf Asset Management
Massachusetts
$4.65K – – –
AssetMark Inc
33
AssetMark Inc
California
$3.8K +$496 +18 +15%
LWMI
34
Legacy Wealth Management (Idaho)
Idaho
$2.93K +$2.93K +114 New
LIS
35
Legacy Investment Solutions
Idaho
$2.93K +$2.93K +114 New
GRP
36
Global Retirement Partners
California
$1.57K +$1.57K +57 New
FFA
37
Farther Finance Advisors
California
$606 +$606 +22 New
HNB
38
Huntington National Bank
Ohio
$55 -$51 – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$55 +$55 +2 New
EB
40
Eastern Bank
Massachusetts
$28 +$28 +1 New
Citadel Advisors
41
Citadel Advisors
Florida
– -$455K -17,733 Closed
WCM
42
Windham Capital Management
Massachusetts
– -$393K -15,317 Closed
BHWM
43
Beaird Harris Wealth Management
Texas
– -$18.5K -720 Closed
DZ Bank
44
DZ Bank
Germany
– -$16.2K -633 Closed
1
2