Purchases and Sales Made in Q1 2025 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG SHORT TERM INTE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
767K+ 5481.4% |
$19.2M - $20.3M
|
781K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
217KNew |
$5.44M - $5.76M
|
217K
$5.98M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
99.9KNew |
$2.51M - $2.65M
|
99.9K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.6KNew |
$1.85M - $1.95M
|
73.6K
$2.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
58.4K+ 7.28% |
$1.47M - $1.55M
|
862K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
54.3KNew |
$1.36M - $1.44M
|
54.3K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
44.9KNew |
$1.12M - $1.19M
|
44.9K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.65K+ 5.96% |
$192K - $203K
|
136K
$3.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
7.41K+ 2.59% |
$186K - $197K
|
294K
$8.09M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.66K+ 13.52% |
$167K - $177K
|
55.9K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.79K+ 2.96% |
$69.9K - $74K
|
97K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47K+ 87.94% |
$62K - $65.6K
|
5.28K
$146K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.7KNew |
$42.5K - $45K
|
1.7K
$46.8K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.58K+ 3.07% |
$39.7K - $42K
|
53.2K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
924+ 4.19% |
$23.2K - $24.5K
|
23K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
723+ 9.95% |
$18.1K - $19.2K
|
7.99K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
510+ 5.53% |
$12.8K - $13.5K
|
9.73K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81New |
$2.03K - $2.15K
|
81
$2.23K
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
25+ 0.26% |
$627 - $664
|
9.57K
$264K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.22% |
$25.1 - $26.5
|
83
$2.29K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.01% |
$25.1 - $26.5
|
8.9K
$245K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-245- 3.09% |
$6.14K - $6.5K
|
7.68K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-366- 0.36% |
$9.18K - $9.71K
|
101K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-372- 1.37% |
$9.33K - $9.87K
|
26.9K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.02K- 8.95% |
$50.6K - $53.5K
|
20.5K
$566K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.5K- 3.34% |
$138K - $146K
|
159K
$4.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.05K- 71.47% |
$152K - $161K
|
2.41K
$66.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.09K- 1.01% |
$178K - $188K
|
698K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.9K- 13.17% |
$799K - $846K
|
210K
$5.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.7K- 14.36% |
$1.37M - $1.45M
|
326K
$8.99M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72.5KClosed |
$1.82M - $1.93M
|
0
$0
|