Purchases and Sales Made in Q2 2023 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
223KNew |
$5.93M - $6.14M
|
223K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
176K+ 110.75% |
$4.67M - $4.84M
|
334K
$8.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
110K+ 16.4% |
$2.92M - $3.03M
|
780K
$20.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
74.9K+ 131.79% |
$1.99M - $2.06M
|
132K
$3.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57.5K+ 14.64% |
$1.53M - $1.58M
|
450K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
24.5KNew |
$651K - $675K
|
24.5K
$642K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
15.2K+ 4.99% |
$404K - $418K
|
320K
$8.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
15.2K+ 4.99% |
$404K - $418K
|
320K
$8.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1KNew |
$402K - $417K
|
15.1K
$397K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.81K+ 7.58% |
$208K - $215K
|
111K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.68K+ 5.17% |
$97.8K - $101K
|
74.9K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.59K+ 25.56% |
$68.8K - $71.2K
|
12.7K
$333K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.19K+ 8.61% |
$58.3K - $60.4K
|
27.6K
$725K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.44K+ 74.77% |
$38.4K - $39.7K
|
3.37K
$88.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 1.01% |
$29.5K - $30.5K
|
111K
$2.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
854+ 3.11% |
$22.7K - $23.5K
|
28.3K
$743K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 0.25% |
$612 - $633
|
9.07K
$238K
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
11+ 0.05% |
$292 - $303
|
20.1K
$526K
|
|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.74% |
$133 - $138
|
680
$17.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40- 93.02% |
$1.06K - $1.1K
|
3
$78.7
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-182- 0.15% |
$4.84K - $5.01K
|
120K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-342- 3.36% |
$9.09K - $9.42K
|
9.84K
$258K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-343- 3.03% |
$9.12K - $9.45K
|
11K
$288K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-625- 98.74% |
$16.6K - $17.2K
|
8
$210
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-970- 8.25% |
$25.8K - $26.7K
|
10.8K
$283K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.24K- 2.6% |
$33.1K - $34.3K
|
46.6K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.74K- 1.36% |
$46.3K - $48K
|
126K
$3.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.96K- 9.9% |
$52K - $53.9K
|
17.8K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.8K- 99.71% |
$74.4K - $77.1K
|
8
$210
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.71K- 8.5% |
$152K - $157K
|
61.5K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.5K- 23.11% |
$332K - $343K
|
41.5K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.4K- 26.94% |
$754K - $781K
|
76.9K
$2.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55.3K- 4.78% |
$1.47M - $1.52M
|
1.1M
$28.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.4K- 6.54% |
$2.24M - $2.33M
|
1.21M
$31.7M
|