SPDR SERIES TRUST

$BWX
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Smart money positioned

7 of the Top-200 alpha managers hold $BWX as of the latest 13F snapshot.

13F holders
160
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$BWX is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.41%, with an average of 0.23% of portfolio. Largest holder: Walkner Condon Financial Advisors LLC at 1.41%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Walkner Condon Financial Advisors LLC
1.41% NEW
α +23.7pts
02
Euro Pacific Asset Management, LLC
0.13% held
α +72.3pts
03
One Plus One Wealth Management, LLC
0.09% held
α +21.1pts
04
RFG Advisory, LLC
0.01% held
α +16.2pts
05
Principal Securities, Inc.
0.01% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 160 · Source: 13F-HR
01
Cerity Partners OCIO LLC
9.26% of portfolio
7,431,984 sh
02
Route One Investment Company, L.P.
9.33% of portfolio
7,088,016 sh
03
Exor N.V.
0.01% of portfolio
2,917,626 sh
04
Barrett & Company, Inc.
0.05% of portfolio
2,556,928 sh
05
Roanoke Asset Management CORP/ Ny
2.76% of portfolio
1,446,776 sh
06
Penserra Capital Management LLC
1.59% of portfolio
1,433,737 sh
07
Crestline Management, LP
0.02% of portfolio
1,350,783 sh
08
Axa S.a.
—
1,096,126 sh
09
ARS Investment Partners, LLC
—
879,324 sh
10
Marquette Asset Management, LLC
0.01% of portfolio
867,715 sh
See all 160 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $BWX in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $BWX in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:37 UTC.