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 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.34K+ 31.14% |
$35.1K - $37.5K
|
5.63K
$155K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.04K+ 10.68% |
$27.3K - $29.2K
|
10.8K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
839New |
$22K - $23.6K
|
839
$23.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
807New |
$21.2K - $22.7K
|
807
$22.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
631+ 1.19% |
$16.6K - $17.7K
|
53.8K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
380+ 1.66% |
$9.98K - $10.7K
|
23.3K
$644K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
300New |
$7.88K - $8.42K
|
300
$8.29K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
262+ 0.26% |
$6.88K - $7.35K
|
101K
$2.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248+ 306.17% |
$6.51K - $6.96K
|
329
$9.09K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
63New |
$1.66K - $1.77K
|
63
$1.74K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.29% |
$184 - $196
|
2.42K
$66.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-142- 0.53% |
$3.73K - $3.99K
|
26.7K
$738K
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
SELL
|
- |
-1.89K- 0.64% |
$49.7K - $53.1K
|
292K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.9K- 8.04% |
$444K - $474K
|
193K
$5.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-125K- 17.89% |
$3.28M - $3.5M
|
573K
$15.8M
|