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 43 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $85.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
803,058
shares
|
$20.7 Million
2.19% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
704,702
shares
|
$18.2 Million
1.05% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
380,704
shares
|
$9.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
286,191
shares
|
$7.39 Million
3.87% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
242,082
shares
|
$6.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.91%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
164,588
shares
|
$4.25 Million
0.87% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
128,374
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
111,582
shares
|
$2.88 Million
0.0% of portfolio
|
Q4 2024
Added 457.91%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
101,270
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
94,233
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
72,546
shares
|
$1.87 Million
0.11% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
51,608
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
49,280
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
27,232
shares
|
$703,130
0.21% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,531
shares
|
$581,750
0.0% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
22,027
shares
|
$568,737
0.22% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
19,490
shares
|
$503,231
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
13,987
shares
|
$361,144
0.05% of portfolio
|
Q4 2024
Reduced 98.07%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
12,710
shares
|
$328,172
0.0% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
9,545
shares
|
$246,451
0.1% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
9,219
shares
|
$238,034
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,895
shares
|
$229,668
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
8,462
shares
|
$218,488
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
7,928
shares
|
$204,700
0.24% of portfolio
|
Q4 2024
Reduced 32.39%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
7,264
shares
|
$187,556
0.12% of portfolio
|
Q4 2024
Reduced 6.9%
|