Institutional Ownership Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 4.41 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
861,505
shares
|
$23.8 Million
2.5% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
780,670
shares
|
$21.5 Million
2.7% of portfolio
|
Q1 2025
Added 5481.4%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
697,614
shares
|
$19.2 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
326,019
shares
|
$8.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
293,600
shares
|
$8.09 Million
4.05% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
216,859
shares
|
$5.98 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
210,206
shares
|
$5.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
159,085
shares
|
$4.39 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
136,026
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
100,904
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
99,925
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
97,021
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
73,600
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
55,944
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
54,300
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
53,191
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
44,857
shares
|
$1.24 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
26,860
shares
|
$740,530
0.22% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
22,951
shares
|
$632,759
0.22% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,514
shares
|
$565,570
0.0% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
12,710
shares
|
$350,414
0.0% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
9,729
shares
|
$268,228
0.01% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
9,570
shares
|
$263,844
0.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,896
shares
|
$245,262
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
7,987
shares
|
$220,201
0.14% of portfolio
|
Q1 2025
Added 9.95%
|