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 40 institutions that hold shares in the stock, with a total of 4.98 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
922,579
shares
|
$24.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
817,176
shares
|
$21.4 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
766,242
shares
|
$20.1 Million
2.22% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
723,868
shares
|
$19 Million
2.48% of portfolio
|
Q3 2024
Added 20080.32%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
645,654
shares
|
$16.9 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
179,728
shares
|
$4.71 Million
1.02% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
139,343
shares
|
$3.65 Million
0.0% of portfolio
|
Q2 2024
Added 136.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
132,950
shares
|
$3.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.84%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
120,818
shares
|
$3.17 Million
1.5% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
100,596
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
99,761
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
70,937
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
47,536
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
44,085
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 44.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
27,791
shares
|
$728,680
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
27,762
shares
|
$727,919
0.23% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
22,921
shares
|
$600,988
0.3% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
17,733
shares
|
$464,959
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
13,431
shares
|
$352,160
0.0% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
11,726
shares
|
$307,455
0.16% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
9,488
shares
|
$248,775
0.11% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,237
shares
|
$242,194
0.01% of portfolio
|
Q3 2024
Reduced 26.9%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
9,158
shares
|
$240,122
0.0% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
7,802
shares
|
$204,568
0.15% of portfolio
|
Q2 2024
Added 20.87%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
7,500
shares
|
$196,650
0.0% of portfolio
|
Q3 2024
New holding
|