Institutional Ownership Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $278 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,007,707
shares
|
$83.1 Million
0.2% of portfolio
|
Q2 2025
Added 3037988.0%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
898,480
shares
|
$24.8 Million
2.54% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
824,784
shares
|
$22.8 Million
6.76% of portfolio
|
Q2 2025
Added 280.33%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
793,995
shares
|
$21.9 Million
2.6% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
572,833
shares
|
$15.8 Million
0.91% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
459,289
shares
|
$12.7 Million
2.18% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
434,411
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Added 33.25%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
411,335
shares
|
$11.4 Million
6.83% of portfolio
|
Q2 2025
New holding
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
404,843
shares
|
$11.2 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
291,710
shares
|
$8.06 Million
3.82% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
210,206
shares
|
$5.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
179,140
shares
|
$4.95 Million
0.95% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
136,026
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
134,413
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
128,711
shares
|
$3.55 Million
2.48% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
107,624
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
101,166
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
99,925
shares
|
$2.76 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
88,411
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
80,125
shares
|
$2.21 Million
1.79% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
60,858
shares
|
$1.68 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
56,091
shares
|
$1.55 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
55,944
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
54,300
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
53,191
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 3.07%
|