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 56 institutions that hold shares in the stock, with a total of 5.06 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
898,480
shares
|
$25 Million
2.54% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
793,995
shares
|
$22.1 Million
2.6% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
572,833
shares
|
$15.9 Million
0.91% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
459,289
shares
|
$12.8 Million
2.18% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
326,019
shares
|
$9.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
291,710
shares
|
$8.11 Million
3.82% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
216,859
shares
|
$6.03 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
210,206
shares
|
$5.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
159,085
shares
|
$4.42 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
136,026
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
100,904
shares
|
$2.81 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
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
97,021
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
80,125
shares
|
$2.23 Million
1.79% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
73,600
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
60,858
shares
|
$1.69 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
56,091
shares
|
$1.56 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
55,944
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
54,300
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
53,191
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
44,857
shares
|
$1.25 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
28,649
shares
|
$796,442
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
26,860
shares
|
$746,708
0.22% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
23,331
shares
|
$648,601
0.25% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
20,530
shares
|
$570,734
0.02% of portfolio
|
Q2 2025
New holding
|