Creative Planning Spdr Bloomberg Short Term Inte Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Spdr Bloomberg Short Term Inte stock. As of the latest transaction made, Creative Planning holds 97,021 shares of BWZ stock, worth $2.67 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

97,021

Previous 94,233 2.96%

Holding current value

$2.67 Million

Previous $2.39 Million 6.7%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$25.07 - $26.54 $69,895 - $73,993	2,788 Added 2.96%	97,021 $2.55 Million
Q4 2024 Feb 14, 2025	SELL	$25.34 - $27.3 $140,079 - $150,914	-5,528 Reduced 5.54%	94,233 $2.39 Million
Q3 2024 Oct 11, 2024	BUY	$25.59 - $27.67 $28,993 - $31,350	1,133 Added 1.15%	99,761 $2.75 Million
Q2 2024 Aug 15, 2024	SELL	$25.64 - $26.38 $50,280 - $51,731	-1,961 Reduced 1.95%	98,628 $2.53 Million
Q1 2024 May 10, 2024	SELL	$26.17 - $27.18 $75,107 - $78,006	-2,870 Reduced 2.77%	100,589 $2.65 Million
Q4 2023 Feb 14, 2024	SELL	$25.64 - $27.43 $279,245 - $298,740	-10,891 Reduced 9.52%	103,459 $2.83 Million
Q3 2023 Nov 16, 2023	SELL	$25.7 - $27.52 $305,418 - $327,047	-11,884 Reduced 9.41%	114,350 $2.95 Million
Q2 2023 Jul 21, 2023	SELL	$26.59 - $27.54 $46,319 - $47,974	-1,742 Reduced 1.36%	126,234 $3.37 Million
Q1 2023 May 15, 2023	SELL	$26.3 - $27.82 $39,397 - $41,674	-1,498 Reduced 1.16%	127,976 $3.49 Million
Q4 2022 Feb 10, 2023	BUY	$24.63 - $27.06 $65,072 - $71,492	2,642 Added 2.08%	129,474 $3.5 Million
Q3 2022 Nov 03, 2022	SELL	$24.62 - $27.11 $2,215 - $2,439	-90 Reduced 0.07%	126,832 $3.17 Million
Q2 2022 Aug 15, 2022	SELL	$26.68 - $29.05 $2.1 Million - $2.29 Million	-78,681 Reduced 38.27%	126,922 $3.42 Million
Q1 2022 May 16, 2022	SELL	$28.87 - $30.56 $2.94 Million - $3.12 Million	-101,933 Reduced 33.15%	205,603 $5.99 Million
Q4 2021 Feb 11, 2022	SELL	$30.22 - $31.19 $1.07 Million - $1.1 Million	-35,327 Reduced 10.3%	307,536 $9.35 Million
Q3 2021 Nov 10, 2021	SELL	$30.98 - $31.84 $350,476 - $360,205	-11,313 Reduced 3.19%	342,863 $10.7 Million
Q2 2021 Aug 04, 2021	SELL	$31.56 - $32.52 $810,145 - $834,788	-25,670 Reduced 6.76%	354,176 $11.2 Million
Q1 2021 Apr 30, 2021	SELL	$31.5 - $33.03 $582,372 - $610,658	-18,488 Reduced 4.64%	379,846 $12 Million
Q4 2020 Jan 29, 2021	BUY	$31.43 - $32.85 $12.5 Million - $13.1 Million	398,334 New	398,334 $13.1 Million

Others Institutions Holding BWZ

# of Institutions

Shares Held

5.06M

Call Options Held

Put Options Held

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Creative Planning Spdr Bloomberg Short Term Inte Transaction History