Purchases and Sales Made in Q1 2022 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG SHORT TERM INTE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
367K+ 1233.63% |
$10.6M - $11.2M
|
397K
$10.4M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
324K+ 168.07% |
$9.35M - $9.9M
|
517K
$13.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
92K+ 915.81% |
$2.66M - $2.81M
|
102K
$2.68M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
59.2K+ 73075.31% |
$1.71M - $1.81M
|
59.3K
$1.55M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
54.3K+ 42.18% |
$1.57M - $1.66M
|
183K
$4.8M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
44K+ 97.13% |
$1.27M - $1.34M
|
89.3K
$2.34M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.8K+ 1.37% |
$543K - $575K
|
1.39M
$36.4M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.26K+ 55.38% |
$267K - $283K
|
26K
$681K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.56K+ 0.5% |
$218K - $231K
|
1.52M
$39.8M
|
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6.83KNew |
$197K - $209K
|
6.83K
$179K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.06K+ 5.19% |
$146K - $155K
|
102K
$2.69M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.17K+ 28.22% |
$120K - $127K
|
18.9K
$496K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.22K+ 5.12% |
$92.8K - $98.3K
|
66K
$1.73M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.62K+ 20.46% |
$75.7K - $80.1K
|
15.4K
$405K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.03K+ 2.16% |
$58.7K - $62.1K
|
96K
$2.52M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.99K+ 15.77% |
$57.5K - $60.9K
|
14.6K
$383K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.44K+ 40.42% |
$41.6K - $44K
|
5.01K
$131K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.38K+ 4.9% |
$40K - $42.3K
|
29.6K
$777K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.07KNew |
$30.7K - $32.5K
|
1.07K
$27.9K
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
363+ 2.8% |
$10.5K - $11.1K
|
13.3K
$349K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
241+ 1.7% |
$6.96K - $7.36K
|
14.4K
$379K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
157+ 19.87% |
$4.53K - $4.8K
|
947
$24.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
121+ 0.53% |
$3.49K - $3.7K
|
23.1K
$605K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.01% |
$28.9 - $30.6
|
10.1K
$266K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-54- 4.08% |
$1.56K - $1.65K
|
1.27K
$33.3K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-213- 1.67% |
$6.15K - $6.51K
|
12.5K
$328K
|
|
|
Apr 06, 2022
Q1 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-221- 0.97% |
$6.38K - $6.75K
|
22.5K
$590K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-232Closed |
$6.7K - $7.09K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-363- 2.73% |
$10.5K - $11.1K
|
13K
$340K
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-371- 3.79% |
$10.7K - $11.3K
|
9.43K
$247K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-850- 80.57% |
$24.5K - $26K
|
205
$5.38K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.96K- 17.01% |
$85.4K - $90.4K
|
14.4K
$379K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.18K- 68.2% |
$91.8K - $97.2K
|
1.48K
$38.9K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.1K- 21.46% |
$147K - $156K
|
18.6K
$489K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.37K- 14.68% |
$155K - $164K
|
31.2K
$818K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.7K- 5.77% |
$222K - $235K
|
126K
$3.3M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.4K- 11.99% |
$474K - $501K
|
120K
$3.16M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.5K- 29.06% |
$738K - $781K
|
62.4K
$1.64M
|
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-25.7KClosed |
$741K - $784K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-31.1K- 24.92% |
$898K - $950K
|
93.7K
$2.46M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-102K- 33.15% |
$2.94M - $3.12M
|
206K
$5.39M
|