Purchases and Sales Made in Q3 2023 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
114K+ 25.34% |
$2.93M - $3.14M
|
564K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.4K+ 80.33% |
$1.27M - $1.36M
|
111K
$2.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
28.1K+ 8.81% |
$723K - $775K
|
348K
$9.12M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
28.1K+ 8.81% |
$723K - $775K
|
348K
$9.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
18.8K+ 16.94% |
$483K - $517K
|
130K
$3.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.9K+ 14.12% |
$100K - $107K
|
31.5K
$827K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.44K+ 1.1% |
$37.1K - $39.7K
|
133K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
869+ 1.16% |
$22.3K - $23.9K
|
75.7K
$1.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
720New |
$18.5K - $19.8K
|
720
$18.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
93+ 0.73% |
$2.39K - $2.56K
|
12.8K
$336K
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
31+ 0.32% |
$797 - $853
|
9.87K
$259K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-35- 5.15% |
$900 - $963
|
645
$16.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-127- 0.71% |
$3.26K - $3.5K
|
17.7K
$463K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-351- 0.46% |
$9.02K - $9.66K
|
76.6K
$2.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-391- 1.6% |
$10K - $10.8K
|
24.1K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.39K- 41.21% |
$35.7K - $38.3K
|
1.98K
$52K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.63K- 14.84% |
$41.9K - $44.9K
|
9.36K
$245K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.84K- 6.49% |
$47.2K - $50.6K
|
26.5K
$695K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.94K- 14.67% |
$75.6K - $81K
|
17.1K
$449K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.11K- 2.8% |
$79.8K - $85.5K
|
108K
$2.83M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.48K- 11.74% |
$141K - $151K
|
41.2K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.49K- 4.56% |
$141K - $151K
|
115K
$3.01M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.9K- 9.41% |
$305K - $327K
|
114K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-66.1K- 5.47% |
$1.7M - $1.82M
|
1.14M
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-67.5K- 6.13% |
$1.73M - $1.86M
|
1.03M
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.7K- 21.76% |
$1.87M - $2M
|
262K
$6.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-120K- 15.4% |
$3.09M - $3.31M
|
660K
$17.3M
|