SPDR SERIES TRUST

$BWZ
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Institutional coverage

71 13F filers hold $BWZ.

13F holders
71
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$BWZ is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.11% to 0.90%, with an average of 0.41% of portfolio. Largest holder: Walkner Condon Financial Advisors LLC at 0.90%. 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
0.90% NEW
α +23.7pts
02
NerdWallet Wealth Partners, LLC
0.24% NEW
α +11.3pts
03
One Plus One Wealth Management, LLC
0.11% held
α +21.1pts

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 71 · Source: 13F-HR
01
Compton Financial Group, LLC
8.85% of portfolio
3,062,058 sh
02
Drystone LLC
2.13% of portfolio
1,116,054 sh
03
Versant Venture Management, LLC
2.77% of portfolio
915,870 sh
04
Avalon Capital Management
5.75% of portfolio
843,388 sh
05
Penserra Capital Management LLC
0.87% of portfolio
640,878 sh
06
Congress Asset Management Co.
2.37% of portfolio
564,750 sh
07
Sheaff Brock Investment Advisors, LLC
—
377,198 sh
08
Banyan Capital Management, Inc.
—
323,144 sh
09
Exor N.V.
—
269,336 sh
10
Sara-Bay Financial
0.90% of portfolio
252,567 sh
See all 71 13F holders · Pro →

Insider activity · last 90 days

No insider activity

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

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $BWZ 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 09:54 UTC.