BWZ — SPDR BLOOMBERG SHORT TERM INTE
As of Q2 2026, 7 SEC-registered investment managers reported holding BWZ (SPDR BLOOMBERG SHORT TERM INTE) in their latest 13F filings, with a combined reported value of $37.55M across 1.40M shares. That is +172.0% by share count (+887.60K shares) versus the previous quarter, while reported value moved +170.3%. Ownership is concentrated: the five largest holders account for 98.4% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 859.97K | $23.00M | 0.00% | New |
| UBS Group AG history | Q2 2026 | 262.76K | $7.03M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 162.11K | $4.34M | 0.00% | Hold |
| Bank of America Corp history | Q2 2026 | 67.16K | $1.80M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 29.87K | $799.03K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2025 | 23.53K | $660.49K | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 21.66K | $579.35K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 113 | $3.01K | 0.00% | Hold |
| Citigroup Inc history | Q1 2023 | 2 | $55 | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 859.97K sh · $23.00M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 212.02K | — | 859.97K |
| UBS Group AG | 41.15K | 36.57K | 31.20K | 18.93K | 18.88K | 9.30K | 10.12K | 12.71K | 12.80K | 16.03K | 12.71K | 13.43K | 13.61K | 12.71K | 12.71K | 189.15K | 205.61K | 186.73K | 192.99K | 262.76K |
| Morgan Stanley | 20.04K | 17.40K | 14.44K | 14.20K | 14.25K | 12.27K | 11.33K | 10.99K | 9.36K | 9.56K | 9.35K | 9.16K | 9.09K | 8.89K | 8.90K | 154.30K | 28.56K | 21.64K | 161.57K | 162.11K |
| Bank of America Corp | 3.22K | 4.66K | 1.48K | 6.30K | 593 | 1.50K | 53.97K | 41.50K | 4.27K | 3.14K | 3.16K | 3.16K | 3.16K | 2.81K | 5.28K | 31.67K | 56.96K | 43.91K | 89.29K | 67.16K |
| Wells Fargo & Co | 5.24K | 3.56K | 5.01K | 4.76K | 3.78K | 1.58K | 1.93K | 3.37K | 1.98K | 883 | 914 | 914 | 1.68K | 938 | 938 | 42.84K | 43.12K | 34.21K | 35.39K | 29.87K |
| Citadel Advisors | — | — | — | — | — | — | — | 15.13K | — | — | — | 17.73K | — | — | — | — | — | — | 36.69K | 21.66K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | 98 | — | — | 44 | 1 | — | 2 | — | — | — | 7 | — | 113 | 113 |
| JPMorgan Chase & Co | — | — | — | — | — | 3 | 43 | 3 | 3 | — | — | — | — | — | — | 23.53K | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | 2 | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details