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 $96 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,509
shares
|
$88,742
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,157
shares
|
$79,840
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$50,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,684
shares
|
$42,588
0.0% of portfolio
|
Q3 2024
Added 84.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
790
shares
|
$19,979
0.0% of portfolio
|
Q2 2020
Reduced 72.2%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
325
shares
|
$8,219
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
180
shares
|
$4,552
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
168
shares
|
$4,248
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
138
shares
|
$3,490
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
114
shares
|
$2,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
114
shares
|
$2,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
81
shares
|
$2,048
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
57
shares
|
$1,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22
shares
|
$556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2
shares
|
$50
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q3 2024
New holding
|