Purchases and Sales Made in Q1 2023 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
393KNew |
$10.3M - $10.9M
|
393K
$10.1M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
66.1K+ 10.94% |
$1.74M - $1.84M
|
670K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.5K+ 3495.34% |
$1.38M - $1.46M
|
54K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.8K+ 154.04% |
$1.07M - $1.13M
|
67.2K
$1.72M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.33K+ 14.06% |
$219K - $232K
|
67.6K
$1.73M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.23K+ 2.78% |
$217K - $229K
|
304K
$7.8M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
7.75K+ 43.83% |
$204K - $216K
|
25.4K
$652K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.88K+ 6.05% |
$181K - $191K
|
121K
$3.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.07K+ 3.06% |
$80.6K - $85.3K
|
103K
$2.64M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27KNew |
$33.4K - $35.3K
|
1.27K
$32.5K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
823+ 8.85% |
$21.6K - $22.9K
|
10.1K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
354+ 22.46% |
$9.31K - $9.85K
|
1.93K
$49.4K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
324+ 0.57% |
$8.52K - $9.01K
|
56.8K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40+ 1333.33% |
$1.05K - $1.11K
|
43
$1.1K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 0.28% |
$658 - $696
|
9.04K
$232K
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
13+ 0.13% |
$342 - $362
|
10.2K
$261K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2New |
$52.6 - $55.6
|
2
$51.2
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-20- 2.88% |
$526 - $556
|
675
$17.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-131- 0.27% |
$3.45K - $3.64K
|
47.9K
$1.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-150- 1.26% |
$3.95K - $4.17K
|
11.8K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-748- 1.04% |
$19.7K - $20.8K
|
71.2K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-776- 0.7% |
$20.4K - $21.6K
|
110K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-940- 7.66% |
$24.7K - $26.2K
|
11.3K
$290K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-966- 4.6% |
$25.4K - $26.9K
|
20K
$513K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.18K- 4.11% |
$31K - $32.8K
|
27.5K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.5K- 1.16% |
$39.4K - $41.7K
|
128K
$3.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.55K- 25.21% |
$67.1K - $71K
|
7.57K
$194K
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.88K- 12.71% |
$75.6K - $80K
|
19.7K
$506K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.27K- 27.62% |
$112K - $119K
|
11.2K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.34K- 5.68% |
$167K - $176K
|
105K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.75K- 41.18% |
$177K - $188K
|
9.64K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.1K- 1.71% |
$527K - $558K
|
1.16M
$29.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.8K- 2.18% |
$757K - $801K
|
1.29M
$33.1M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-411K- 57.42% |
$10.8M - $11.4M
|
304K
$7.8M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-538K- 77.23% |
$14.1M - $15M
|
159K
$4.06M
|