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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.82KNew |
$49.4K - $51K
|
1.82K
$49.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.34K- 4.34% |
$63.5K - $65.5K
|
51.5K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
363New |
$9.86K - $10.2K
|
363
$9.89K
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
107+ 0.54% |
$2.91K - $3K
|
20K
$546K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13M+ 1334.77% |
$30.7M - $31.7M
|
1.21M
$33.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$275K - $284K
|
10.1K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.3K- 72.02% |
$1.23M - $1.27M
|
17.6K
$480K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.3K+ 79.83% |
$687K - $709K
|
57K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-126K- 81.49% |
$3.42M - $3.53M
|
28.6K
$778K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-546- 1.51% |
$14.8K - $15.3K
|
35.7K
$973K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 14.18% |
$415K - $428K
|
123K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.2K- 20.61% |
$495K - $511K
|
70.2K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-151K- 78.3% |
$4.11M - $4.24M
|
41.9K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
109K+ 299.66% |
$2.95M - $3.05M
|
145K
$3.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-145K- 93.84% |
$3.94M - $4.07M
|
9.52K
$259K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
16.5K+ 8.7% |
$447K - $461K
|
206K
$5.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
273+ 0.64% |
$7.42K - $7.65K
|
43.1K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-75K- 18.52% |
$2.04M - $2.1M
|
330K
$8.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.4K- 57.83% |
$38K - $39.3K
|
1.02K
$27.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.32K- 13.13% |
$63.1K - $65.1K
|
15.4K
$419K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-93.5K- 30.95% |
$2.54M - $2.62M
|
209K
$5.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-250- 1.07% |
$6.79K - $7.01K
|
23.1K
$629K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-654- 77.95% |
$17.8K - $18.3K
|
185
$5.04K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.3KNew |
$333K - $344K
|
12.3K
$334K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
15.6K+ 30.95% |
$423K - $436K
|
65.8K
$1.79M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-3.01M- 99.93% |
$81.7M - $84.3M
|
2.19K
$59.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
72+ 0.37% |
$1.96K - $2.02K
|
19.5K
$531K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-248- 75.38% |
$6.74K - $6.95K
|
81
$2.21K
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
407+ 5.1% |
$11.1K - $11.4K
|
8.39K
$229K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33.8K+ 5.89% |
$917K - $946K
|
607K
$16.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-298K- 68.52% |
$8.09M - $8.35M
|
137K
$3.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
7.92K+ 2.72% |
$215K - $222K
|
300K
$8.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6K+ 36.96% |
$288K - $297K
|
39.2K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 40.3% |
$877K - $906K
|
112K
$3.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
39.9K+ 22.28% |
$1.08M - $1.12M
|
219K
$5.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-210- 1.95% |
$5.71K - $5.89K
|
10.6K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6.24K+ 2.51% |
$170K - $175K
|
255K
$6.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
42.4K+ 4.72% |
$1.15M - $1.19M
|
941K
$25.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
46.8K+ 10.18% |
$1.27M - $1.31M
|
506K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.87K- 2.83% |
$77.9K - $80.4K
|
98.3K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.57K- 45.29% |
$179K - $184K
|
7.94K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18.6K+ 2.26% |
$505K - $522K
|
843K
$23M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.12K- 96.92% |
$84.7K - $87.4K
|
99
$2.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.5K+ 2.79% |
$312K - $322K
|
423K
$11.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
16.1K+ 66.49% |
$438K - $452K
|
40.4K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.6K+ 1.96% |
$423K - $437K
|
810K
$22.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
641+ 2.4% |
$17.4K - $18K
|
27.4K
$746K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.06KNew |
$246K - $254K
|
9.06K
$247K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.4K+ 40.05% |
$662K - $684K
|
85.2K
$2.32M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.27KNew |
$170K - $176K
|
6.27K
$171K
|
|