Purchases and Sales Made in Q3 2021 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
279K+ 167.22% |
$8.64M - $8.88M
|
446K
$11.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
88.9K+ 45.12% |
$2.75M - $2.83M
|
286K
$7.56M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
64.1K+ 5.1% |
$1.99M - $2.04M
|
1.32M
$34.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.8K+ 3.95% |
$1.7M - $1.74M
|
1.44M
$38.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.9K+ 37.93% |
$1.05M - $1.08M
|
123K
$3.26M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$775K - $796K
|
25K
$661K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
20KNew |
$621K - $638K
|
20K
$530K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$339K - $349K
|
11K
$290K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
9.56K+ 9.22% |
$296K - $304K
|
113K
$2.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.3K+ 5.28% |
$226K - $233K
|
146K
$3.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.41K+ 65.69% |
$199K - $204K
|
16.2K
$428K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.44K+ 8.06% |
$138K - $141K
|
59.5K
$1.57M
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.5K+ 33.98% |
$77.5K - $79.6K
|
9.86K
$261K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.86K+ 12.51% |
$57.6K - $59.2K
|
16.7K
$442K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$31K - $31.8K
|
1K
$26.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
997+ 44.79% |
$30.9K - $31.7K
|
3.22K
$85.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
994+ 2.48% |
$30.8K - $31.6K
|
41.2K
$1.09M
|
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
912+ 4.21% |
$28.3K - $29K
|
22.6K
$597K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
484+ 1.37% |
$15K - $15.4K
|
35.9K
$950K
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
427+ 3.64% |
$13.2K - $13.6K
|
12.2K
$322K
|
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
275+ 1.21% |
$8.52K - $8.76K
|
23K
$608K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
157+ 19.87% |
$4.86K - $5K
|
947
$25K
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
82+ 0.56% |
$2.54K - $2.61K
|
14.8K
$391K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
39New |
$1.21K - $1.24K
|
39
$1.03K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5- -0.0% |
$155 - $159
|
248K
$6.57M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.73K- 2.06% |
$84.4K - $86.8K
|
130K
$3.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.05K- 36.78% |
$94.4K - $97K
|
5.24K
$138K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.6K- 4.57% |
$143K - $146K
|
96K
$2.54M
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-5.72K- 34.51% |
$177K - $182K
|
10.9K
$287K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.73K- 6.76% |
$301K - $310K
|
134K
$3.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.3K- 3.19% |
$350K - $360K
|
343K
$9.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47KClosed |
$1.45M - $1.5M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-51.2KClosed |
$1.59M - $1.63M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
SELL
|
- |
-352K- 93.91% |
$10.9M - $11.2M
|
22.8K
$604K
|