Purchases and Sales Made in Q2 2022 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
292K+ 56.43% |
$7.78M - $8.47M
|
808K
$21.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
162K+ 88.54% |
$4.32M - $4.7M
|
345K
$9.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.6K+ 14.3% |
$391K - $426K
|
117K
$3.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$282K - $307K
|
10.6K
$280K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
10.4K+ 11.12% |
$278K - $303K
|
104K
$2.75M
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
10.1KNew |
$268K - $292K
|
10.1K
$266K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.82K+ 324.88% |
$129K - $140K
|
6.3K
$167K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.2K+ 25.58% |
$85.4K - $93K
|
15.7K
$416K
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.34K+ 2.62% |
$62.4K - $67.9K
|
91.6K
$2.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.08K+ 3.15% |
$55.5K - $60.5K
|
68.1K
$1.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2KNew |
$53.4K - $58.1K
|
2K
$52.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.86K+ 8.06% |
$49.6K - $54K
|
24.9K
$659K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 1.32% |
$44.4K - $48.4K
|
127K
$3.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23K+ 1.28% |
$32.8K - $35.7K
|
97.2K
$2.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
948+ 5.08% |
$25.3K - $27.5K
|
19.6K
$518K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
785+ 11.49% |
$20.9K - $22.8K
|
7.62K
$201K
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
779+ 5.05% |
$20.8K - $22.6K
|
16.2K
$429K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
157+ 19.87% |
$4.19K - $4.56K
|
947
$25K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
87New |
$2.32K - $2.53K
|
87
$2.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
81New |
$2.16K - $2.35K
|
81
$2.14K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3+ 0.03% |
$80 - $87.2
|
10.1K
$268K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 48.72% |
$507 - $552
|
20
$529
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-205Closed |
$5.47K - $5.96K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-241- 1.67% |
$6.43K - $7K
|
14.2K
$376K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-241- 1.67% |
$6.43K - $7K
|
14.2K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-250- 4.99% |
$6.67K - $7.26K
|
4.76K
$126K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-521- 1.76% |
$13.9K - $15.1K
|
29.1K
$770K
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-552- 3.78% |
$14.7K - $16K
|
14.1K
$372K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1KClosed |
$26.7K - $29.1K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 0.87% |
$28.1K - $30.6K
|
119K
$3.16M
|
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.23K- 5.47% |
$32.8K - $35.7K
|
21.3K
$563K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.57K- 16.6% |
$41.8K - $45.5K
|
7.86K
$208K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 11.8% |
$41.9K - $45.6K
|
11.7K
$311K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.9K- 7.31% |
$50.7K - $55.2K
|
24.1K
$637K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.26K- 17.24% |
$87.1K - $94.8K
|
15.7K
$414K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.2K- 8.34% |
$139K - $151K
|
57.2K
$1.51M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-12.1KClosed |
$324K - $353K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.3K- 39.34% |
$327K - $357K
|
18.9K
$501K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-12.5K- 3.15% |
$333K - $363K
|
385K
$10.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.5K- 0.89% |
$360K - $392K
|
1.5M
$39.8M
|
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-22.4K- 22.0% |
$599K - $652K
|
79.6K
$2.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.9K- 1.86% |
$691K - $752K
|
1.36M
$36.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-59.2K- 99.86% |
$1.58M - $1.72M
|
81
$2.14K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-78.7K- 38.27% |
$2.1M - $2.29M
|
127K
$3.36M
|