Purchases and Sales Made in Q2 2025 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q2 2025. 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 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.01M+ 3037988.0% |
$79M - $84.4M
|
3.01M
$83.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.09MNew |
$28.7M - $30.7M
|
1.09M
$30.2M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
608K+ 280.33% |
$16M - $17.1M
|
825K
$22.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
459KNew |
$12.1M - $12.9M
|
459K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
411KNew |
$10.8M - $11.5M
|
411K
$11.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
405KNew |
$10.6M - $11.4M
|
405K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
302KNew |
$7.93M - $8.48M
|
302K
$8.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
249KNew |
$6.54M - $6.99M
|
249K
$6.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
176K+ 1388.21% |
$4.64M - $4.95M
|
189K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
155KNew |
$4.06M - $4.34M
|
155K
$4.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 1634.48% |
$3.82M - $4.08M
|
154K
$4.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
134KNew |
$3.53M - $3.77M
|
134K
$3.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
129KNew |
$3.38M - $3.61M
|
129K
$3.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 33.25% |
$2.85M - $3.04M
|
434K
$12M
|
|
|
Jul 23, 2025
Q2 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
80.1KNew |
$2.1M - $2.25M
|
80.1K
$2.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
60.9KNew |
$1.6M - $1.71M
|
60.9K
$1.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
56.1KNew |
$1.47M - $1.57M
|
56.1K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.4K+ 206.67% |
$1.11M - $1.19M
|
62.9K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.9K+ 4467.59% |
$1.1M - $1.18M
|
42.8K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
37K+ 4.29% |
$971K - $1.04M
|
898K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
36.3KNew |
$953K - $1.02M
|
36.3K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
36.2KNew |
$952K - $1.02M
|
36.2K
$1M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.6KNew |
$753K - $804K
|
28.6K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.4K+ 499.53% |
$693K - $741K
|
31.7K
$875K
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
24.3KNew |
$637K - $681K
|
24.3K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.7KNew |
$570K - $609K
|
21.7K
$599K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
20.9KNew |
$549K - $586K
|
20.9K
$577K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
20.5KNew |
$539K - $576K
|
20.5K
$567K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
20.1K+ 12.61% |
$527K - $563K
|
179K
$4.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
19.9KNew |
$523K - $559K
|
19.9K
$550K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7KNew |
$465K - $497K
|
17.7K
$489K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
14.9KNew |
$391K - $418K
|
14.9K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8K+ 20.12% |
$389K - $416K
|
88.4K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.5KNew |
$381K - $407K
|
14.5K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.3K+ 10.51% |
$375K - $401K
|
150K
$4.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13.3K+ 1.71% |
$350K - $374K
|
794K
$21.9M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11KNew |
$288K - $307K
|
11K
$302K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6K+ 10.93% |
$279K - $298K
|
108K
$2.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10.3KNew |
$271K - $290K
|
10.3K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
9.85K+ 102.89% |
$259K - $276K
|
19.4K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.3KNew |
$244K - $261K
|
9.3K
$257K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.4KNew |
$221K - $236K
|
8.4K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.52KNew |
$198K - $211K
|
7.52K
$208K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.3KNew |
$192K - $205K
|
7.3K
$202K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5.4K+ 12.03% |
$142K - $152K
|
50.3K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.47K+ 58.23% |
$118K - $126K
|
12.2K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.54K+ 6.32% |
$92.9K - $99.3K
|
59.5K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.28KNew |
$86.3K - $92.2K
|
3.28K
$90.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.19KNew |
$83.8K - $89.5K
|
3.19K
$88.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.12K+ 3149.49% |
$81.9K - $87.5K
|
3.22K
$88.9K
|