We are live on ! Find out more
BWZ icon

State Street SPDR Bloomberg Short Term International Treasury Bond ETF

67 hedge funds and large institutions have $242M invested in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

1.92% less ownership

Funds ownership: 66.45%64.53% (-1.9%)

14% less funds holding

Funds holding: 7867 (-11)

30% less capital invested

Capital invested by funds: $347M → $242M (-$105M)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
67
Holders Change
-11
Holders Change %
-14.1%
% of All Funds
0.88%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
7
Increased
26
Reduced
20
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$33.8M +$31.3M +1,130,254 +1,335%
QC
2
Quent Capital
New York
$26.2M +$1.17M +42,374 +5%
ACM
3
Avalon Capital Management
California
$23.5M +$516K +18,604 +2%
FMP
4
Financial Management Professionals
Texas
$22.5M +$432K +15,568 +2%
CCA
5
Checchi Capital Advisers
California
$16.9M +$936K +33,755 +6%
AIP
6
Almanack Investment Partners
Pennsylvania
$14.1M +$1.3M +46,760 +10%
LWP
7
Laurel Wealth Planning
Minnesota
$11.8M +$319K +11,495 +3%
EF
8
Empowered Funds
Pennsylvania
$9.16M -$2.08M -74,957 -19%
MSWM
9
Master's Wealth Management
Pennsylvania
$8.34M +$220K +7,923 +3%
CAM
10
Clarity Asset Management
Iowa
$7.1M +$173K +6,239 +3%
WCFA
11
Walkner Condon Financial Advisors
Wisconsin
$6.09M +$1.11M +39,911 +22%
UBS Group
12
UBS Group
Switzerland
$5.72M +$456K +16,456 +9%
CAM
13
Cresset Asset Management
Illinois
$5.64M +$31.4K +1,134 +0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.19M +$10.2K +368 +0.2%
IC
15
IEQ Capital
California
$4.04M +$3.02M +108,750 +300%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.8M -$8.25M -297,679 -69%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$3.74M
Creative Planning
18
Creative Planning
Kansas
$3.42M +$423K +15,263 +14%
DG
19
DMC Group
Alabama
$3.13M +$895K +32,294 +40%
QCM
20
Quantinno Capital Management
New York
$2.78M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.73M -$79.5K -2,868 -3%
PFGIA
22
Patriot Financial Group Insurance Agency
Massachusetts
$2.37M +$676K +24,376 +40%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.95M -$505K -18,220 -21%
SIM
24
Studio Investment Management
Illinois
$1.83M +$431K +15,552 +31%
Bank of America
25
Bank of America
North Carolina
$1.58M +$701K +25,284 +80%

BWZ Hedge Fund Activity: Q3 2025 in Review

67 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) for Q3 2025, worth a combined $242M — down 30% from $347M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BWZ and 7 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 26 added.

The largest buyer was Osaic Holdings, adding an estimated $31.3M. The largest seller was AssetMark Inc, cutting an estimated $83.3M.

  • 67 institutional investors held State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) as of Q3 2025, down from 78 in Q2 2025.
  • Funds reported $242M of State Street SPDR Bloomberg Short Term International Treasury Bond ETF stock for Q3 2025, down 30% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Bloomberg Short Term International Treasury Bond ETF positions in Q3 2025 and 15 closed out, a net change of -8 holders.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF buyer in Q3 2025 was Osaic Holdings, an estimated $31.3M added.
  • The largest State Street SPDR Bloomberg Short Term International Treasury Bond ETF seller in Q3 2025 was AssetMark Inc, an estimated $83.3M sold.

Based on aggregated 13F filings for Q3 2025.