Purchases and Sales Made in Q2 2025 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
459KNew |
$12.1M - $12.9M
|
459K
$12.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
80.1KNew |
$2.1M - $2.25M
|
80.1K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60.9KNew |
$1.6M - $1.71M
|
60.9K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
56.1KNew |
$1.47M - $1.57M
|
56.1K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
37K+ 4.29% |
$971K - $1.04M
|
898K
$24.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.6KNew |
$753K - $804K
|
28.6K
$790K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.5KNew |
$539K - $576K
|
20.5K
$566K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13.3K+ 1.71% |
$350K - $374K
|
794K
$21.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10.3KNew |
$271K - $290K
|
10.3K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.52KNew |
$198K - $211K
|
7.52K
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.4K+ 12.03% |
$142K - $152K
|
50.3K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.47K+ 58.23% |
$118K - $126K
|
12.2K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.19KNew |
$83.8K - $89.5K
|
3.19K
$87.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
380+ 1.66% |
$9.98K - $10.7K
|
23.3K
$643K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
63New |
$1.66K - $1.77K
|
63
$1.74K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-142- 0.53% |
$3.73K - $3.99K
|
26.7K
$736K
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-1.89K- 0.64% |
$49.7K - $53.1K
|
292K
$8.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-125K- 17.89% |
$3.28M - $3.5M
|
573K
$15.8M
|