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 46 institutions that hold shares in the stock, with a total of 4.42 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
861,505
shares
|
$23.7 Million
2.5% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
780,670
shares
|
$21.5 Million
2.7% of portfolio
|
Q1 2025
Added 5481.4%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
697,614
shares
|
$19.2 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
326,019
shares
|
$8.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
293,600
shares
|
$8.07 Million
4.05% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
242,082
shares
|
$6.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.91%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
216,859
shares
|
$5.96 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
159,085
shares
|
$4.37 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
128,374
shares
|
$3.53 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
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 457.91%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
100,904
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
94,233
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
73,600
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
72,546
shares
|
$1.99 Million
0.11% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
51,608
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
49,280
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
26,860
shares
|
$738,381
0.22% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
22,951
shares
|
$630,922
0.22% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
22,531
shares
|
$619,377
0.0% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
19,490
shares
|
$535,780
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
12,710
shares
|
$349,397
0.0% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
9,729
shares
|
$267,450
0.01% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
9,570
shares
|
$263,079
0.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
8,895
shares
|
$244,523
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
7,987
shares
|
$219,562
0.14% of portfolio
|
Q1 2025
Added 9.95%
|