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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 1634.48% |
$3.82M - $4.08M
|
154K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
631+ 1.19% |
$16.6K - $17.7K
|
53.8K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
176K+ 1388.21% |
$4.64M - $4.95M
|
189K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.9K+ 4467.59% |
$1.1M - $1.18M
|
42.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
36.3KNew |
$953K - $1.02M
|
36.3K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.4K+ 206.67% |
$1.11M - $1.19M
|
62.9K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
249KNew |
$6.54M - $6.99M
|
249K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.4K+ 499.53% |
$693K - $741K
|
31.7K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.28KNew |
$86.3K - $92.2K
|
3.28K
$90.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
155KNew |
$4.06M - $4.34M
|
155K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
36.2KNew |
$952K - $1.02M
|
36.2K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 10.51% |
$375K - $401K
|
150K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.9K- 8.04% |
$444K - $474K
|
193K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.54K+ 6.32% |
$92.9K - $99.3K
|
59.5K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
807New |
$21.2K - $22.7K
|
807
$22.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.5KNew |
$381K - $407K
|
14.5K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
19.9KNew |
$523K - $559K
|
19.9K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.09MNew |
$28.7M - $30.7M
|
1.09M
$30.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.34K+ 31.14% |
$35.1K - $37.5K
|
5.63K
$155K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
302KNew |
$7.93M - $8.48M
|
302K
$8.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.3KNew |
$244K - $261K
|
9.3K
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7KNew |
$465K - $497K
|
17.7K
$489K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
9.85K+ 102.89% |
$259K - $276K
|
19.4K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12K+ 3149.49% |
$81.9K - $87.5K
|
3.22K
$88.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
129KNew |
$3.38M - $3.61M
|
129K
$3.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.7KNew |
$570K - $609K
|
21.7K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$288K - $307K
|
11K
$302K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
839New |
$22K - $23.6K
|
839
$23.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
405KNew |
$10.6M - $11.4M
|
405K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248+ 306.17% |
$6.51K - $6.96K
|
329
$9.09K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
411KNew |
$10.8M - $11.5M
|
411K
$11.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8K+ 20.12% |
$389K - $416K
|
88.4K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134KNew |
$3.53M - $3.77M
|
134K
$3.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6K+ 10.93% |
$279K - $298K
|
108K
$2.97M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
608K+ 280.33% |
$16M - $17.1M
|
825K
$22.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
300New |
$7.88K - $8.42K
|
300
$8.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
262+ 0.26% |
$6.88K - $7.35K
|
101K
$2.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
20.1K+ 12.61% |
$527K - $563K
|
179K
$4.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.29% |
$184 - $196
|
2.42K
$66.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.4KNew |
$221K - $236K
|
8.4K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.01M+ 3037988.0% |
$79M - $84.4M
|
3.01M
$83.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$192K - $205K
|
7.3K
$202K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
24.3KNew |
$637K - $681K
|
24.3K
$670K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
14.9KNew |
$391K - $418K
|
14.9K
$411K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.04K+ 10.68% |
$27.3K - $29.2K
|
10.8K
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
20.9KNew |
$549K - $586K
|
20.9K
$577K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 33.25% |
$2.85M - $3.04M
|
434K
$12M
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-142- 0.53% |
$3.73K - $3.99K
|
26.7K
$738K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.4K+ 12.03% |
$142K - $152K
|
50.3K
$1.39M
|