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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

41 hedge funds and large institutions have $116M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more capital invested

Capital invested by funds: $85.7M → $116M (+$30M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

6.1% more ownership

Funds ownership: 63.83%69.93% (+6.1%)

2% less funds holding

Funds holding: 4241 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
13
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QC
1
Quent Capital
New York
$22.6M +$1.51M +58,447 +7%
FMP
2
Financial Management Professionals
Texas
$20.5M +$19.8M +766,683 +5,481%
CCA
3
Checchi Capital Advisers
California
$18.3M -$183K -7,088 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.56M -$1.41M -54,685 -14%
MSWM
5
Master's Wealth Management
Pennsylvania
$7.71M +$191K +7,409 +3%
ACM
6
Avalon Capital Management
California
$5.69M +$5.6M +216,859 New
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$5.52M -$824K -31,876 -13%
WCFA
8
Walkner Condon Financial Advisors
Wisconsin
$4.18M -$142K -5,503 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.57M +$198K +7,652 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.65M -$9.46K -366 -0.4%
QCM
11
Quantinno Capital Management
New York
$2.62M +$2.58M +99,925 New
Creative Planning
12
Creative Planning
Kansas
$2.55M +$72K +2,788 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.93M +$1.9M +73,600 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.47M -$28.6K -1,108 -2%
DDC
15
DF Dent & Co
Maryland
$1.43M +$1.4M +54,300 New
MML Investors Services
16
MML Investors Services
Massachusetts
$1.4M +$40.9K +1,583 +3%
SIM
17
Studio Investment Management
Illinois
$1.18M +$1.16M +44,857 New
LWAM
18
Legacy Wealth Asset Management
Minnesota
$705K -$9.61K -372 -1%
LCM
19
Lunt Capital Management
Utah
$603K +$23.9K +924 +4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$539K -$52.1K -2,017 -9%
UBS Group
21
UBS Group
Switzerland
$334K
LIM
22
Leavell Investment Management
Alabama
$255K +$13.2K +510 +6%
PHAM
23
Palisades Hudson Asset Management
Florida
$251K +$646 +25 +0.3%
Morgan Stanley
24
Morgan Stanley
New York
$234K +$26 +1 +0%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$210K +$18.7K +723 +10%

BWZ Hedge Fund Activity: Q1 2025 in Review

41 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q1 2025, worth a combined $116M — up 35% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWZ positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Financial Management Professionals, adding an estimated $19.8M. The largest seller was Jane Street, exiting entirely with an estimated $2.83M sold.

  • 41 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q1 2025, down from 42 in Q4 2024.
  • Funds reported $116M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q1 2025, up 35% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q1 2025 and 6 closed out, a net change of +1 holder.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q1 2025 was Financial Management Professionals, an estimated $19.8M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q1 2025 was Jane Street, an estimated $2.83M sold.

Based on aggregated 13F filings for Q1 2025.