BWZ — SPDR BLOOMBERG ST INTL TSY BD ETF

Ownership history in DMC Group, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which DMC Group, LLC reported a position in SPDR BLOOMBERG ST INTL TSY BD ETF (BWZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.03% (2025 Q4)
Avg. % of fund
2.31%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 165,469 +53,050 +47.2% 3.03% $4.5M $27.32
2025 Q3 ADDED 112,419 +32,294 +40.3% 2.16% $3.1M $27.55
2025 Q2 INITIATED 80,125 — — 1.75% $2.2M $27.64
% of Fund (quarterly)    BWZ price (monthly, adj. close)

Other funds also holding BWZ

As of 2025 Q4 — sorted by position size

Clarity Asset Management, Inc. 3.95% Almanack Investment Partners, LLC. 3Y 7Y 2.46% Financial Management Professionals, Inc. 3Y 7Y 2.44% Quent Capital, LLC 3Y 1.99% Park Edge Advisors, LLC 1.34% Walkner Condon Financial Advisors LLC 3Y 0.89% Checchi Capital Advisers, LLC 3Y 7Y 0.83% LAM GROUP, INC. 3Y 0.75% STUDIO INVESTMENT MANAGEMENT LLC 3Y 0.35% Trademark Financial Management, LLC 0.35%
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