Srs Capital Advisors, Inc. Spdr Bloomberg Short Term Inte Transaction History

Srs Capital Advisors, Inc.

$1.48 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$25.34 - $27.3 $493,876 - $532,077	19,490 New	19,490 $493,000

Others Institutions Holding BWZ

# of Institutions

56

Shares Held

5.07M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

898K
Shares

$24.5 Million
2.54% of portfolio
Financial Management Professionals, Inc.

794K
Shares

$21.6 Million
2.6% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

573K
Shares

$15.6 Million
0.91% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

459K
Shares

$12.5 Million
2.18% of portfolio
Envestnet Asset Management Inc

326K
Shares

$8.89 Million
0.0% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.