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 41 institutions that hold shares in the stock, with a total of 3.8 Million shares, which have been reported (via 13F filing form) to have a value of $97.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
766,242
shares
|
$19.6 Million
2.22% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
723,868
shares
|
$18.5 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
|
$16.5 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
391,747
shares
|
$10 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
274,823
shares
|
$7.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 66.37%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
179,728
shares
|
$4.6 Million
1.02% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
133,715
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
120,818
shares
|
$3.09 Million
1.5% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
100,596
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
99,761
shares
|
$2.55 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
|
$1.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
49,346
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
46,490
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,237
shares
|
$774,369
0.0% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
27,762
shares
|
$710,984
0.23% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
22,921
shares
|
$587,006
0.3% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$512,200
0.0% of portfolio
|
Q3 2024
Reduced 85.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
13,607
shares
|
$348,475
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
12,117
shares
|
$310,316
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
11,726
shares
|
$300,302
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
|
$242,987
0.11% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,237
shares
|
$236,559
0.01% of portfolio
|
Q3 2024
Reduced 26.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,093
shares
|
$232,871
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
7,802
shares
|
$199,809
0.15% of portfolio
|
Q2 2024
Added 20.87%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
7,500
shares
|
$192,075
0.0% of portfolio
|
Q3 2024
New holding
|