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State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ

78 hedge funds and large institutions have $347M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,700% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 1

525% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 4

200% more capital invested

Capital invested by funds: $116M → $347M (+$231M)

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

90% more funds holding

Funds holding: 41 → 78 (+37)

3.49% less ownership

Funds ownership: 69.93% → 66.45% (-3.5%)

Holders
78
Holders Change
+37
Holders Change %
+90.24%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
38
Increased
25
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$82.4M
2
CWM
Congress Wealth Management
Massachusetts
+$30M
3
ACM
Avalon Capital Management
California
+$16.7M
4
AIP
Almanack Investment Partners
Pennsylvania
+$12.6M
5
LWP
Laurel Wealth Planning
Minnesota
+$11.3M

Top Sellers

Rank Fund Capital Flow
1
CCA
Checchi Capital Advisers
California
-$3.42M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$463K
3
MSWM
Master's Wealth Management
Pennsylvania
-$51.8K
4
LWAM
Legacy Wealth Asset Management
Minnesota
-$3.89K
5
NA
NewEdge Advisors
Louisiana
-$2.17K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.38M +$788K +28,734 +51%
DG
27
DMC Group
Alabama
$2.25M +$2.2M +80,125 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.77M +$1.16M +42,396 +207%
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$1.67M +60,858 New
VAG
30
VisionPoint Advisory Group
Texas
$1.57M +$1.54M +56,091 New
DDC
31
DF Dent & Co
Maryland
$1.52M – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$1.51M +$17.3K +631 +1%
SIM
33
Studio Investment Management
Illinois
$1.41M +$148K +5,398 +12%
Wells Fargo
34
Wells Fargo
California
$1.2M +$1.15M +41,906 +4,468%
IC
35
IEQ Capital
California
$1.02M +$995K +36,291 New
TFA
36
Transamerica Financial Advisors
Florida
$1.02M +$993K +36,236 New
Bank of America
37
Bank of America
North Carolina
$889K +$723K +26,390 +500%
BAM
38
Belpointe Asset Management
Nevada
$804K +$785K +28,649 New
LWAM
39
Legacy Wealth Asset Management
Minnesota
$750K -$3.89K -142 -0.5%
TFM
40
Trademark Financial Management
Minnesota
$681K +$665K +24,264 New
JP Morgan Chase
41
JP Morgan Chase
New York
$660K +$645K +23,530 New
LCM
42
Lunt Capital Management
Utah
$655K +$10.4K +380 +2%
PAG
43
Private Advisor Group
New Jersey
$609K +$594K +21,684 New
HIM
44
Hanlon Investment Management
New Jersey
$586K +$573K +20,892 New
AG
45
Ascent Group
Virginia
$576K +$563K +20,530 New
SAM
46
Satovsky Asset Management
New York
$559K +$546K +19,920 New
PHAM
47
Palisades Hudson Asset Management
Florida
$545K +$270K +9,847 +103%
LPL Financial
48
LPL Financial
California
$497K +$485K +17,689 New
FYW
49
Future You Wealth
New York
$418K +$408K +14,890 New
Cerity Partners
50
Cerity Partners
New York
$407K +$398K +14,514 New
1
2
3 4

BWZ Hedge Fund Activity: Q2 2025 in Review

78 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q2 2025, worth a combined $347M — up 200% from $116M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new BWZ positions and 1 closed out — a net gain of 37 holders — while 25 added to existing stakes and 4 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $82.4M. The largest seller was Checchi Capital Advisers, cutting an estimated $3.42M.

  • 78 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q2 2025, up from 41 in Q1 2025.
  • Funds reported $347M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q2 2025, up 200% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q2 2025 and 1 closed out, a net change of +37 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q2 2025 was AssetMark Inc, an estimated $82.4M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q2 2025 was Checchi Capital Advisers, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2025.