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State Street SPDR Bloomberg Short Term International Treasury Bond ETF

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: 25 (+3)

90% more funds holding

Funds holding: 4178 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$84.4M +$82.4M +3,007,608 +3,037,988%
CWM
2
Congress Wealth Management
Massachusetts
$30.7M +$30M +1,092,802 New
QC
3
Quent Capital
New York
$25.2M +$1.01M +36,975 +4%
ACM
4
Avalon Capital Management
California
$23.2M +$16.7M +607,925 +280%
FMP
5
Financial Management Professionals
Texas
$22.3M +$365K +13,325 +2%
CCA
6
Checchi Capital Advisers
California
$16.1M -$3.42M -124,781 -18%
AIP
7
Almanack Investment Partners
Pennsylvania
$12.9M +$12.6M +459,289 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.2M +$2.97M +108,392 +33%
LWP
9
Laurel Wealth Planning
Minnesota
$11.5M +$11.3M +411,335 New
EF
10
Empowered Funds
Pennsylvania
$11.3M +$11.1M +404,843 New
MSWM
11
Master's Wealth Management
Pennsylvania
$8.19M -$51.8K -1,890 -0.6%
CAM
12
Clarity Asset Management
Iowa
$6.99M +$6.82M +248,858 New
CAM
13
Cresset Asset Management
Illinois
$5.66M +$5.52M +201,513 New
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$5.43M -$463K -16,892 -8%
UBS Group
15
UBS Group
Switzerland
$5.31M +$4.84M +176,442 +1,388%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$5.03M +$550K +20,055 +13%
Jane Street
17
Jane Street
New York
$4.34M +$4.24M +154,544 New
Morgan Stanley
18
Morgan Stanley
New York
$4.33M +$3.99M +145,403 +1,634%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.22M +$392K +14,292 +11%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$3.77M +$3.68M +134,413 New
BCM
21
Beaumont Capital Management
Massachusetts
$3.61M +$3.53M +128,711 New
Creative Planning
22
Creative Planning
Kansas
$3.02M +$291K +10,603 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.84M +$7.18K +262 +0.3%
QCM
24
Quantinno Capital Management
New York
$2.8M
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.48M +$406K +14,811 +20%

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.