Summit Global Investments Spdr Bloomberg Short Term Inte Transaction History

Summit Global Investments

$1.48 Billion
Q2 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

38

Shares Held

4.26M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

923K
Shares

$25.5 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

817K
Shares

$22.6 Million
0.05% of portfolio
Quent Capital, LLC

748K
Shares

$20.7 Million
2.18% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$17.9 Million
0.87% of portfolio
Walkner Condon Financial Advisors LLC

173K
Shares

$4.79 Million
0.97% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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