§ EQUITY
USDBWZ
STATE STREET SPDR BLOOMBERG
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
36 increased/new, 22 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| RMG Wealth Management LLC | 3.1M | 8.8% | n/a |
| Quent Capital, LLC | 1.1M | 2.1% | +11% |
| Financial Management Professionals, Inc. | 916K | 2.8% | +6% |
| Checchi Capital Advisers, LLC | 641K | 0.9% | +8% |
| Matthew Goff Investment Advisor, LLC | 565K | 2.4% | n/a |
| Cresset Asset Management, LLC | 310K | 0.0% | +71% |
◇ AC INTELLIGENCE
Top institutional owners for BWZ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.7% · 60 holders
DEALER / BANK6.3% · 8 holders
INCOME / DEFENSIVE1.7% · 2 holders
QUALITY / COMPOUNDER1.0% · 2 holders
SYSTEMATIC / QUANT0.9% · 1 holder
TACTICAL / MACRO0.3% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BWZ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BWZ yet.