Purchases and Sales Made in Q3 2025 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
46.8K+ 10.18% |
$1.27M - $1.31M
|
506K
$14M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
42.4K+ 4.72% |
$1.15M - $1.19M
|
941K
$25.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
39.9K+ 22.28% |
$1.08M - $1.12M
|
219K
$6.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 40.3% |
$877K - $906K
|
112K
$3.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.4K+ 40.05% |
$662K - $684K
|
85.2K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18.6K+ 2.26% |
$505K - $522K
|
843K
$23.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
16.1K+ 66.49% |
$438K - $452K
|
40.4K
$1.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.6K+ 1.96% |
$423K - $437K
|
810K
$22.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.5K+ 2.79% |
$312K - $322K
|
423K
$11.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.06KNew |
$246K - $254K
|
9.06K
$250K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.27KNew |
$170K - $176K
|
6.27K
$173K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6.24K+ 2.51% |
$170K - $175K
|
255K
$7.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
641+ 2.4% |
$17.4K - $18K
|
27.4K
$755K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-210- 1.95% |
$5.71K - $5.89K
|
10.6K
$291K
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-837- 6.88% |
$22.7K - $23.5K
|
11.3K
$312K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.87K- 2.83% |
$77.9K - $80.4K
|
98.3K
$2.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.12K- 96.92% |
$84.7K - $87.4K
|
99
$2.73K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.57K- 45.29% |
$179K - $184K
|
7.94K
$219K
|