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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,519
shares
|
$207,674
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
7,296
shares
|
$201,515
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,283
shares
|
$145,916
0.0% of portfolio
|
Q1 2025
Added 87.94%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,290
shares
|
$118,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,217
shares
|
$88,853
0.0% of portfolio
|
Q2 2025
Added 3149.49%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
3,189
shares
|
$88,080
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,421
shares
|
$66,868
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,000
shares
|
$55,240
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,696
shares
|
$46,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
938
shares
|
$25,907
0.0% of portfolio
|
Q4 2024
Reduced 44.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
839
shares
|
$23,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
807
shares
|
$22,289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
790
shares
|
$21,819
0.0% of portfolio
|
Q2 2020
Reduced 72.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
329
shares
|
$9,086
0.0% of portfolio
|
Q2 2025
Added 306.17%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
325
shares
|
$8,976
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
300
shares
|
$8,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
168
shares
|
$4,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
83
shares
|
$2,292
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
81
shares
|
$2,237
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
63
shares
|
$1,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$745
0.0% of portfolio
|
Q4 2024
Reduced 76.32%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$745
0.0% of portfolio
|
Q4 2024
Reduced 76.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
22
shares
|
$607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2
shares
|
$55
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q3 2024
New holding
|