SPDR SERIES TRUST

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 71 13F holders · Pro →

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.

Walkner Condon Financial Advisors LLC

0.90% NEW

α +23.7pts

NerdWallet Wealth Partners, LLC

0.24% NEW

α +11.3pts

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.

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.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence detection for $BWZ lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $BWZ — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:05 UTC.