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Who holds BWZ

SPDR SERIES TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
CFG Wealth Management Services, Inc.113.5K$3.1B2.9%
Quent Capital, LLC1.2M$31.1M1.9%
GOLDMAN SACHS GROUP INC860.0K$23.0M0.0%
Checchi Capital Advisers, LLC618.2K$16.5M0.7%
Cresset Asset Management, LLC304.5K$8.1M0.0%
Walkner Condon Financial Advisors LLC274.3K$7.3M0.8%
LAM GROUP, INC.264.2K$7.1M3.5%
UBS Group AG262.8K$7.0M0.0%
Empowered Funds, LLC236.4K$6.3M0.0%
IEQ CAPITAL, LLC224.7K$6.0M0.0%
BLVD Private Wealth, LLC221.5K$5.9M4.4%
ROYAL BANK OF CANADA214.5K$5.7M0.0%
DMC Group, LLC199.2K$5.3M3.7%
MORGAN STANLEY162.1K$4.3M0.0%
Creative Planning136.1K$3.6M0.0%
Clarity Asset Management, Inc.133.7K$3.6M1.8%
ENVESTNET ASSET MANAGEMENT INC123.9K$3.3M0.0%
Patriot Financial Group Insurance Agency, LLC102.3K$2.7M0.3%
Quantinno Capital Management LP99.9K$2.7M0.0%
LPL Financial LLC99.6K$2.7M0.0%
COMMONWEALTH EQUITY SERVICES, LLC99.5K$2.7M0.0%
EVERGREEN CAPITAL MANAGEMENT LLC86.6K$2.3M0.0%
OSAIC HOLDINGS, INC.85.5K$2.3M0.0%
STUDIO INVESTMENT MANAGEMENT LLC76.1K$2.0M0.3%
BANK OF AMERICA CORP /DE/67.2K$1.8M0.0%
Rockefeller Capital Management L.P.66.4K$1.8M0.0%
Cetera Investment Advisers60.3K$1.6M0.0%
MML INVESTORS SERVICES, LLC48.1K$1.3M0.0%
Park Edge Advisors, LLC47.0K$1.3M0.3%
MASTER'S WEALTH MANAGEMENT INC.46.4K$1.2M0.4%
Legacy Wealth Asset Management, LLC30.6K$818,0690.2%
WELLS FARGO & COMPANY/MN29.9K$799,0310.0%
Cerity Partners OCIO LLC26.4K$705,4250.0%
Belpointe Asset Management LLC26.1K$697,6130.0%
NerdWallet Wealth Partners, LLC23.4K$626,5120.2%
Lunt Capital Management, Inc.23.0K$615,7850.2%
DF DENT & CO INC22.3K$596,5250.0%
CITADEL ADVISORS LLC21.7K$579,3520.0%
Palisades Hudson Asset Management, L.P.21.3K$569,0000.2%
SATOVSKY ASSET MANAGEMENT LLC20.3K$543,9550.1%
LEAVELL INVESTMENT MANAGEMENT, INC.18.6K$498,8610.0%
Haverford Trust Co18.4K$493,2430.0%
Empirical Asset Management, LLC18.4K$492,1230.1%
MERCER GLOBAL ADVISORS INC /ADV17.4K$464,2000.0%
Pinnacle Financial Partners, Inc.15.9K$424,8970.0%
Financial Management Professionals, Inc.14.7K$393,9540.0%
Purpose Unlimited Inc.13.5K$367,1320.0%
FIDUCIARY FINANCIAL GROUP, LLC12.3K$328,5440.0%
Csenge Advisory Group11.1K$296,1460.0%
Destination Wealth Management10.3K$275,1770.0%
Martin Capital Partners, LLC9.6K$257,6560.1%
HRT FINANCIAL LP9.5K$253,0000.0%
Cerity Partners LLC8.0K$212,6710.0%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7.7K$207,2590.1%
Janney Montgomery Scott LLC7.5K$201,0000.0%
LFA - Lugano Financial Advisors SA7.3K$183,6120.1%
FIFTH THIRD BANCORP5.0K$133,5100.0%
Allworth Financial LP2.7K$72,4930.0%
CREATIVE FINANCIAL DESIGNS INC /ADV1.0K$27,7190.0%
ASSETMARK, INC440$11,7700.0%
Top Fund Holdings
13F
Top Fund Holdings

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