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 40 institutions that hold shares in the stock, with a total of 4.98 Million shares, which have been reported (via 13F filing form) to have a value of $131 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
3,509
shares
|
$92,005
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,161
shares
|
$82,881
0.0% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$52,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
914
shares
|
$23,965
0.0% of portfolio
|
Q1 2024
Added 3.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
790
shares
|
$20,713
0.0% of portfolio
|
Q2 2020
Reduced 72.2%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
720
shares
|
$18,878
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
633
shares
|
$16,597
0.0% of portfolio
|
Q2 2023
Reduced 98.74%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
325
shares
|
$8,521
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
180
shares
|
$4,719
0.0% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
168
shares
|
$4,404
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
138
shares
|
$3,618
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
81
shares
|
$2,123
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
57
shares
|
$1,494
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22
shares
|
$576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
2
shares
|
$52
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q3 2024
New holding
|