Latest Institutional Transactions on Spdr Bloomberg Short Term Inte (BWZ)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Short Term Inte (BWZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-125K- 17.89% |
$3.28M - $3.5M
|
573K
$16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.5KNew |
$539K - $576K
|
20.5K
$575K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
37K+ 4.29% |
$971K - $1.04M
|
898K
$25.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60.9KNew |
$1.6M - $1.71M
|
60.9K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.52KNew |
$198K - $211K
|
7.52K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13.3K+ 1.71% |
$350K - $374K
|
794K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
56.1KNew |
$1.47M - $1.57M
|
56.1K
$1.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.47K+ 58.23% |
$118K - $126K
|
12.2K
$340K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
63New |
$1.66K - $1.77K
|
63
$1.76K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 1.22% |
$25.1 - $26.5
|
83
$2.32K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47K+ 87.94% |
$62K - $65.6K
|
5.28K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.01% |
$25.1 - $26.5
|
8.9K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.65K+ 5.96% |
$192K - $203K
|
136K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
54.3KNew |
$1.36M - $1.44M
|
54.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.79K+ 2.96% |
$69.9K - $74K
|
97K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.9K- 13.17% |
$799K - $846K
|
210K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.02K- 8.95% |
$50.6K - $53.5K
|
20.5K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
44.9KNew |
$1.12M - $1.19M
|
44.9K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.58K+ 3.07% |
$39.7K - $42K
|
53.2K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72.5KClosed |
$1.82M - $1.93M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
99.9KNew |
$2.51M - $2.65M
|
99.9K
$2.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-366- 0.36% |
$9.18K - $9.71K
|
101K
$2.83M
|
|
|
May 08, 2025
Q1 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
25+ 0.26% |
$627 - $664
|
9.57K
$268K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
217KNew |
$5.44M - $5.76M
|
217K
$6.07M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.6KNew |
$1.85M - $1.95M
|
73.6K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.7KNew |
$42.5K - $45K
|
1.7K
$47.5K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
924+ 4.19% |
$23.2K - $24.5K
|
23K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
510+ 5.53% |
$12.8K - $13.5K
|
9.73K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81New |
$2.03K - $2.15K
|
81
$2.27K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.7K- 14.36% |
$1.37M - $1.45M
|
326K
$9.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
723+ 9.95% |
$18.1K - $19.2K
|
7.99K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
7.41K+ 2.59% |
$186K - $197K
|
294K
$8.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.05K- 71.47% |
$152K - $161K
|
2.41K
$67.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.5K- 3.34% |
$138K - $146K
|
159K
$4.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-372- 1.37% |
$9.33K - $9.87K
|
26.9K
$752K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.11K+ 1.98% |
$28.1K - $30.2K
|
57.1K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
91.6K+ 457.91% |
$2.32M - $2.5M
|
112K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.29KNew |
$109K - $117K
|
4.29K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-897- 6.59% |
$22.7K - $24.5K
|
12.7K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-87- 76.32% |
$2.2K - $2.38K
|
27
$756
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-87- 76.32% |
$2.2K - $2.38K
|
27
$756
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-746- 44.3% |
$18.9K - $20.4K
|
938
$26.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3New |
$76 - $81.9
|
3
$84
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 28.26% |
$988 - $1.06K
|
99
$2.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19.5KNew |
$494K - $532K
|
19.5K
$546K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 73.68% |
$1.06K - $1.15K
|
99
$2.77K
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
4.5KNew |
$114K - $123K
|
4.5K
$126K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 5.56% |
$253 - $273
|
190
$5.32K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
12.1KNew |
$310K - $335K
|
12.1K
$339K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.5KNew |
$192K - $208K
|
7.5K
$210K
|
|