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 76 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $318 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%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,092,802
shares
|
$30.2 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
302,046
shares
|
$8.34 Million
0.04% 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%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
248,858
shares
|
$6.87 Million
4.17% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
189,152
shares
|
$5.22 Million
0.0% of portfolio
|
Q2 2025
Added 1388.21%
|
|
|
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
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
62,910
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 206.67%
|