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 |
|---|---|---|---|---|---|
|
Martin Capital Partners, LLC
|
Apr 15, 2025 Q1 2025 |
7,683
shares
|
$211,820
0.24% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,283
shares
|
$145,652
0.0% of portfolio
|
Q1 2025
Added 87.94%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,290
shares
|
$118,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,414
shares
|
$66,553
0.01% of portfolio
|
Q1 2025
Reduced 71.47%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,000
shares
|
$55,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,696
shares
|
$46,758
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
938
shares
|
$25,860
0.0% of portfolio
|
Q4 2024
Reduced 44.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
790
shares
|
$21,780
0.0% of portfolio
|
Q2 2020
Reduced 72.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
325
shares
|
$8,960
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
168
shares
|
$4,631
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
99
shares
|
$2,729
0.0% of portfolio
|
Q4 2024
Added 73.68%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
99
shares
|
$2,729
0.0% of portfolio
|
Q4 2024
Reduced 28.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
83
shares
|
$2,288
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
81
shares
|
$2,233
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
81
shares
|
$2,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
27
shares
|
$744
0.0% of portfolio
|
Q4 2024
Reduced 76.32%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
27
shares
|
$744
0.0% of portfolio
|
Q4 2024
Reduced 76.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
22
shares
|
$606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|