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 |
|---|---|---|---|---|---|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
54,300
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
53,191
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
50,255
shares
|
$1.39 Million
0.3% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
28,649
shares
|
$791,285
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
26,718
shares
|
$737,951
0.23% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
24,264
shares
|
$670,171
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
23,331
shares
|
$644,402
0.25% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
21,684
shares
|
$598,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
20,892
shares
|
$577,037
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
20,530
shares
|
$567,038
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
20,514
shares
|
$566,596
0.0% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
19,920
shares
|
$550,190
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
19,417
shares
|
$536,297
0.21% of portfolio
|
Q2 2025
Added 102.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,689
shares
|
$488,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
14,890
shares
|
$411,261
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
14,514
shares
|
$400,876
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
12,710
shares
|
$351,050
0.0% of portfolio
|
Q2 2025
Added 1388.21%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
12,157
shares
|
$335,776
0.13% of portfolio
|
Q2 2025
Added 58.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,950
shares
|
$302,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
10,768
shares
|
$297,412
0.01% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
10,320
shares
|
$285,038
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
9,300
shares
|
$256,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,896
shares
|
$245,707
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,403
shares
|
$232,090
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
7,987
shares
|
$220,600
0.13% of portfolio
|
Q1 2025
Added 9.95%
|