AllianzIM Buffer20 Allocation ETF (SPBW)
ETF ยท Cboe BZX
AllianzIM Buffer20 Allocation ETF (SPBW) is an exchange-traded fund listed on Cboe BZX, where it has traded since January 7, 2025.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- January 7, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 33 institutions reported holding SPBW, with 1.7 million shares worth $48.3 million in aggregate. The largest reported holder was Kestra Advisory Services, with 235,838 shares worth $6.8 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Kestra Advisory Services | 235,838 | $7M | Added 31.17% |
| Allianz | 197,080 | $6M | Reduced 28.87% |
| Independent Financial Group | 192,604 | $6M | Added 17.2% |
| Cambridge Investment Research Advisors | 164,259 | $5M | Added 31.69% |
| Evolution Wealth Management | 145,350 | $4M | Added 16.06% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SPBW?
AllianzIM Buffer20 Allocation ETF (SPBW) is an exchange-traded fund listed on Cboe BZX, where it has traded since January 7, 2025.
Who are the largest institutional holders of SPBW?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SPBW were Kestra Advisory Services, Allianz and Independent Financial Group.
How many institutions own SPBW?
33 institutions reported a position in SPBW for the quarter ended June 30, 2026, worth $48.3 million in total.
Did institutions buy or sell SPBW last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SPBW.
Every reported institutional holder, plus insider and congressional trades in SPBW, on SentiSense.