Summit Global Investments Spdr Bloomberg Short Term Inte Transaction History

Summit Global Investments

$1.6 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 23, 2022	SELL	$26.68 - $29.05 $323,895 - $352,667	-12,140 Closed	0 $0
Q1 2021 Jan 27, 2022	BUY	$31.5 - $33.03 $382,410 - $400,984	12,140 New	12,140 $382,000

Others Institutions Holding BWZ

# of Institutions

44

Shares Held

3.38M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

803K
Shares

$20.8 Million
2.19% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

705K
Shares

$18.3 Million
1.05% of portfolio
Envestnet Asset Management Inc

381K
Shares

$9.88 Million
0.0% of portfolio
Master'S Wealth Management Inc. Lancaster, PA

286K
Shares

$7.42 Million
3.87% of portfolio
Mercer Global Advisors Inc Denver, CO

242K
Shares

$6.28 Million
0.02% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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