13FPulse
BW

BWX STATE STREET SPDR BLOOMBERG

2026Q2 · CUSIP 78464A516 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
155
Institutions that reported holding it to the SEC
Net decrease in holders
3
Last quarter 158 → now 155
How unusual is that
Below average
Stronger than only 25% of US stocks
What the filings say, in one paragraph

155 funds held BWX at the end of 2026Q2, down 3 from the quarter before. Fund flows are within the usual range — nothing unusual. BWX has had 5 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=132 2013Q4: holders=149 2014Q1: holders=136 2014Q2: holders=137 2014Q3: holders=135 2014Q4: holders=150 2015Q1: holders=144 2015Q2: holders=143 2015Q3: holders=144 2015Q4: holders=139 2016Q1: holders=145 2016Q2: holders=150 2016Q3: holders=144 2016Q4: holders=147 2017Q1: holders=141 2017Q2: holders=151 2017Q3: holders=154 2017Q4: holders=179 2018Q1: holders=189 2018Q2: holders=183 2018Q3: holders=165 2018Q4: holders=165 2019Q1: holders=156 2019Q2: holders=152 2019Q3: holders=143 2019Q4: holders=144 2020Q1: holders=150 2020Q2: holders=129 2020Q3: holders=147 2020Q4: holders=159 2021Q1: holders=148 2021Q2: holders=145 2021Q3: holders=142 2021Q4: holders=153 2022Q1: holders=146 2022Q2: holders=133 2022Q3: holders=132 2022Q4: holders=140 2023Q1: holders=134 2023Q2: holders=129 2023Q3: holders=127 2023Q4: holders=138 2024Q1: holders=126 2024Q2: holders=123 2024Q3: holders=124 2024Q4: holders=131 2025Q1: holders=127 2025Q2: holders=153 2025Q3: holders=150 2025Q4: holders=164 2026Q1: holders=158 2026Q2: holders=155 -26 -13 +0 +13 +26 110155199 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q2 Top 20%
2020Q3 Top 20%
2020Q1 Top 20%
2017Q2 Top 20%
2013Q4 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
62
Change in large funds
+8
Total value they hold
$704M
Funds buying for the first time
24
Funds that sold out entirely
27
Price change that quarter
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.