Purchases and Sales Made in Q3 2022 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
145K+ 41.93% |
$3.56M - $3.92M
|
489K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
26K+ 28.42% |
$641K - $706K
|
118K
$3.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
13K+ 16.3% |
$319K - $352K
|
92.6K
$2.45M
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.57K+ 6.46% |
$186K - $205K
|
125K
$3.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7K+ 350.0% |
$172K - $190K
|
9K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.63K+ 23.09% |
$89.3K - $98.4K
|
19.3K
$512K
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
3.14K+ 14.75% |
$77.2K - $85K
|
24.4K
$646K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.64K+ 3.88% |
$65.1K - $71.7K
|
70.7K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.71K+ 2.99% |
$42.1K - $46.3K
|
58.9K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.49K+ 6.17% |
$36.6K - $40.3K
|
25.6K
$676K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
790New |
$19.4K - $21.4K
|
790
$20.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
700+ 2.81% |
$17.2K - $19K
|
25.6K
$678K
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
564+ 3.48% |
$13.9K - $15.3K
|
16.8K
$444K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
432New |
$10.6K - $11.7K
|
432
$11.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
136+ 0.47% |
$3.35K - $3.69K
|
29.3K
$774K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
54+ 0.38% |
$1.33K - $1.46K
|
14.3K
$377K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
42+ 0.27% |
$1.03K - $1.14K
|
15.7K
$416K
|
|
|
Oct 28, 2022
Q3 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
7+ 0.07% |
$172 - $190
|
10.1K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
5+ 0.05% |
$123 - $136
|
10.1K
$266K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-47- 0.25% |
$1.16K - $1.27K
|
18.9K
$499K
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-70- 0.5% |
$1.72K - $1.9K
|
14K
$370K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-90- 0.07% |
$2.22K - $2.44K
|
127K
$3.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-900- 84.51% |
$22.2K - $24.4K
|
165
$4.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-976- 20.52% |
$24K - $26.5K
|
3.78K
$100K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.93K- 24.92% |
$72.1K - $79.4K
|
8.82K
$233K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.15K- 3.47% |
$102K - $112K
|
115K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.62K- 4.41% |
$138K - $152K
|
122K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.71K- 90.59% |
$141K - $155K
|
593
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-10.9K- 55.51% |
$268K - $295K
|
8.72K
$231K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 1.89% |
$701K - $771K
|
1.47M
$39M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.3K- 2.44% |
$820K - $903K
|
1.33M
$35.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50.2K- 51.68% |
$1.24M - $1.36M
|
47K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-165K- 42.93% |
$4.07M - $4.48M
|
220K
$5.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-227K- 28.12% |
$5.59M - $6.16M
|
581K
$15.4M
|