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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.5KNew |
$192K - $208K
|
7.5K
$197K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-357- 0.06% |
$9.14K - $9.88K
|
646K
$16.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18+ 15.0% |
$461 - $498
|
138
$3.62K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.4K- 26.9% |
$87K - $94.1K
|
9.24K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.48K+ 3.74% |
$166K - $179K
|
180K
$4.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-111- 1.16% |
$2.84K - $3.07K
|
9.49K
$249K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$563 - $609
|
22
$577
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
720K+ 20080.32% |
$18.4M - $19.9M
|
724K
$19M
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
305+ 1.35% |
$7.8K - $8.44K
|
22.9K
$601K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-432- 1.53% |
$11.1K - $12K
|
27.8K
$728K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$25.6 - $27.7
|
1
$26.2
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-25- 12.2% |
$640 - $692
|
180
$4.72K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
988+ 0.99% |
$25.3K - $27.3K
|
101K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57New |
$1.46K - $1.58K
|
57
$1.49K
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.16K- 9.03% |
$29.8K - $32.2K
|
11.7K
$307K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.35K- 5.73% |
$188K - $203K
|
121K
$3.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 1.15% |
$29K - $31.4K
|
99.8K
$2.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-937- 1.3% |
$24K - $25.9K
|
70.9K
$1.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
17.8K+ 2.38% |
$455K - $492K
|
766K
$20.1M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195- 2.08% |
$5K - $5.14K
|
9.16K
$240K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.8KNew |
$713K - $733K
|
27.8K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
80.3K+ 136.13% |
$2.06M - $2.12M
|
139K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$455K - $468K
|
17.7K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.9K- 44.89% |
$921K - $947K
|
44.1K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
721+ 5.67% |
$18.5K - $19K
|
13.4K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168New |
$4.31K - $4.43K
|
168
$4.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
922+ 1.98% |
$23.6K - $24.3K
|
47.5K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-57.7K- 6.59% |
$1.48M - $1.52M
|
817K
$21.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-333K- 26.52% |
$8.54M - $8.79M
|
923K
$24.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.35K+ 20.87% |
$34.5K - $35.5K
|
7.8K
$205K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.09K- 6.84% |
$238K - $247K
|
124K
$3.25M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
342New |
$8.95K - $9.3K
|
342
$8.97K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23+ 0.73% |
$602 - $625
|
3.16K
$82.9K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7K+ 81.75% |
$412K - $428K
|
35K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61KNew |
$173K - $180K
|
6.61K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-878- 5.42% |
$23K - $23.9K
|
15.3K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
590New |
$15.4K - $16K
|
590
$15.5K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31+ 3.51% |
$811 - $843
|
914
$24K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
39New |
$1.02K - $1.06K
|
39
$1.02K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
42+ 0.25% |
$1.1K - $1.14K
|
17.2K
$450K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2KNew |
$52.3K - $54.4K
|
2K
$52.4K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
278New |
$7.13K - $7.63K
|
278
$7.29K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
720New |
$18.5K - $19.8K
|
720
$18.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.48K- 11.74% |
$141K - $151K
|
41.2K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.9K+ 14.12% |
$100K - $107K
|
31.5K
$827K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-625- 98.74% |
$16.6K - $17.2K
|
8
$210
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
223KNew |
$5.93M - $6.14M
|
223K
$5.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40- 93.02% |
$1.06K - $1.1K
|
3
$78.7
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-970- 8.25% |
$25.8K - $26.7K
|
10.8K
$283K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27KNew |
$33.4K - $35.3K
|
1.27K
$33.3K
|
|