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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

42 hedge funds and large institutions have $85.7M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 4042 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.52% less ownership

Funds ownership: 64.35%63.83% (-0.52%)

18% less capital invested

Capital invested by funds: $105M → $85.7M (-$18.8M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
10
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
26
WCM Investment Management
California
$114K +$117K +4,496 New
Comerica Bank
27
Comerica Bank
Texas
$109K +$112K +4,290 New
Bank of America
28
Bank of America
North Carolina
$71.2K -$9.04K -346 -11%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$51K
Wells Fargo
30
Wells Fargo
California
$23.8K -$19.5K -746 -44%
CPA
31
Cardiff Park Advisors
California
$8.23K
LG
32
LAM Group
Oregon
$4.81K +$261 +10 +6%
SAM
33
Smartleaf Asset Management
Massachusetts
$4.27K
CT
34
Caldwell Trust
Florida
$3.17K
AssetMark Inc
35
AssetMark Inc
California
$2.51K -$1.02K -39 -28%
GRP
36
Global Retirement Partners
California
$2.51K +$1.1K +42 +74%
NA
37
NewEdge Advisors
Louisiana
$2.09K +$2.14K +82 New
LIS
38
Legacy Investment Solutions
Idaho
$694 -$2.27K -87 -76%
LWMI
39
Legacy Wealth Management (Idaho)
Idaho
$694 -$2.27K -87 -76%
FFA
40
Farther Finance Advisors
California
$557
EWA
41
EverSource Wealth Advisors
Alabama
$76 +$78 +3 New
HNB
42
Huntington National Bank
Ohio
$51
EB
43
Eastern Bank
Massachusetts
$25
EWM
44
Elmwood Wealth Management
California
-$3.33M -120,818 Closed
G
45
GenTrust
Florida
-$334K -12,117 Closed
HTC
46
Haverford Trust Company
Pennsylvania
-$207K -7,500 Closed
CA
47
Clearstead Advisors
Ohio
-$96.6K -3,509 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
-$55 -2 Closed

BWZ Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q4 2024, worth a combined $85.7M — down 18% from $105M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWZ positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $2.39M. The largest seller was Financial Management Professionals, cutting an estimated $18.5M.

  • 42 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $85.7M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q4 2024, down 18% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q4 2024 was Jane Street, an estimated $2.39M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q4 2024 was Financial Management Professionals, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2024.