Purchases and Sales Made in Q1 2024 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q1 2024. 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 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
84.7K+ 13.44% |
$2.22M - $2.3M
|
715K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
59KNew |
$1.54M - $1.6M
|
59K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
47.6K+ 62.74% |
$1.25M - $1.29M
|
123K
$3.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
24.1K+ 3.26% |
$630K - $655K
|
764K
$19.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23.1K+ 4.0% |
$605K - $629K
|
601K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7K+ 81.75% |
$412K - $428K
|
35K
$897K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61KNew |
$173K - $180K
|
6.61K
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.15K+ 3.13% |
$135K - $140K
|
170K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.63K+ 4.75% |
$95K - $98.7K
|
80K
$2.05M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2KNew |
$52.3K - $54.4K
|
2K
$51.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.44K+ 12.69% |
$37.7K - $39.1K
|
12.8K
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
672+ 2.57% |
$17.6K - $18.3K
|
26.8K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
590New |
$15.4K - $16K
|
590
$15.1K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
342New |
$8.95K - $9.3K
|
342
$8.76K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
195+ 2.13% |
$5.1K - $5.3K
|
9.35K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
42+ 0.25% |
$1.1K - $1.14K
|
17.2K
$440K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
39New |
$1.02K - $1.06K
|
39
$999
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31+ 3.51% |
$811 - $843
|
914
$23.4K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
24+ 0.24% |
$628 - $652
|
9.94K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23+ 0.73% |
$602 - $625
|
3.16K
$81K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-25- 10.64% |
$654 - $680
|
210
$5.38K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-205- 2.14% |
$5.36K - $5.57K
|
9.35K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-205- 2.14% |
$5.36K - $5.57K
|
9.35K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-216- 0.3% |
$5.65K - $5.87K
|
71.4K
$1.83M
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-852- 6.01% |
$22.3K - $23.2K
|
13.3K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-878- 5.42% |
$23K - $23.9K
|
15.3K
$392K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.09K- 4.54% |
$28.6K - $29.7K
|
23K
$588K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.64K- 80.65% |
$69K - $71.7K
|
633
$16.2K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.87K- 2.77% |
$75.1K - $78K
|
101K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.32K- 20.73% |
$87K - $90.3K
|
12.7K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.36K- 5.61% |
$192K - $200K
|
124K
$3.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.79K- 8.12% |
$230K - $239K
|
99.4K
$2.55M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.09K- 6.84% |
$238K - $247K
|
124K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 19.93% |
$304K - $315K
|
46.6K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.6K- 2.3% |
$774K - $804K
|
1.26M
$32.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-88.7K- 9.2% |
$2.32M - $2.41M
|
875K
$22.4M
|