13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BWZ

SPDR BLOOMBERG SHORT TERM INTE

76 institutions still hold SPDR BLOOMBERG SHORT TERM INTE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464a334·76 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.6%
vs prior quarter
13F value held
$243M
71.0% inst. owned
of float
Holders
76
+114 QoQ
filers reporting
Activity
+61 / −85
+740 added · −838 reduced
this quarter
Concentration
31.56%
RMG Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

76 institutions reported BWZ in Q1 2026. RMG Wealth Management LLC leads at 31.6% of the visible book. +114 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RMG Wealth Management LLC
CIK 0001844731
$77M3.1M8.85%Q1 202602
Quent Capital, LLC
CIK 0001912338
$30M1.1M2.13%Q1 202603
Financial Management Professionals, Inc.
CIK 0001568132
$25M916K2.77%Q1 202604
Checchi Capital Advisers, LLC
CIK 0001598186
$17M641K0.87%Q1 202605
Matthew Goff Investment Advisor, LLC
CIK 0000935359
$14M565K2.35%Q1 202606
Cresset Asset Management, LLC
CIK 0001761013
$8M310K0.04%Q1 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M269K0.00%Q1 202608
Walkner Condon Financial Advisors LLC
CIK 0001817494
$7M253K0.90%Q1 202609
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$6M231K0.13%Q1 202610
IEQ CAPITAL, LLC
CIK 0001779789
$6M225K0.03%Q1 202611
LAM GROUP, INC.
CIK 0001961944
$6M220K3.25%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$6M213K0.00%Q1 202613
UBS Group AG
CIK 0001610520
$5M193K0.00%Q1 202614
Patriot Financial Group Insurance Agency, LLC
CIK 0001694883
$5M191K0.29%Q1 202615
DMC Group, LLC
CIK 0001893403
$5M178K3.24%Q1 202616
Clarity Asset Management, Inc.
CIK 0001756759
$5M177K2.41%Q1 202617
MORGAN STANLEY
CIK 0000895421
$4M162K0.00%Q1 202618
Creative Planning
CIK 0001540235
$3M129K0.00%Q1 202619
CFG Wealth Management Services, Inc.
CIK 0002133547
$3M113K2.80%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M112K0.00%Q1 2026
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