Purchases and Sales Made in Q4 2021 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.1K+ 4.65% |
$2.03M - $2.09M
|
1.51M
$39.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
50.2K+ 3.8% |
$1.52M - $1.57M
|
1.37M
$36M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
29.8KNew |
$900K - $929K
|
29.8K
$781K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
15.9K+ 6.39% |
$480K - $495K
|
264K
$6.93M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$402K - $415K
|
13.3K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.8K+ 116.81% |
$387K - $399K
|
23.7K
$623K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
11.6K+ 10.22% |
$350K - $361K
|
125K
$3.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
10KNew |
$304K - $313K
|
10K
$263K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
5.29K+ 23.04% |
$160K - $165K
|
28.3K
$741K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.9K+ 3.01% |
$118K - $122K
|
133K
$3.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.28K+ 5.51% |
$99.1K - $102K
|
62.8K
$1.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.96K+ 30.0% |
$89.4K - $92.2K
|
12.8K
$336K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.76K+ 2.06% |
$83.4K - $86.1K
|
137K
$3.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.44K+ 44.71% |
$43.5K - $44.9K
|
4.66K
$122K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.41K+ 1.46% |
$42.5K - $43.9K
|
97.4K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
903New |
$27.3K - $28.2K
|
903
$23.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
470+ 3.87% |
$14.2K - $14.7K
|
12.6K
$331K
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
371+ 3.94% |
$11.2K - $11.6K
|
9.8K
$257K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
325New |
$9.82K - $10.1K
|
325
$8.52K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
232New |
$7.01K - $7.24K
|
232
$6.08K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
157+ 19.87% |
$4.74K - $4.9K
|
947
$24.8K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
140+ 0.62% |
$4.23K - $4.37K
|
22.7K
$596K
|
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
99+ 0.43% |
$2.99K - $3.09K
|
22.9K
$601K
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
43+ 0.43% |
$1.3K - $1.34K
|
10.1K
$266K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-99Closed |
$2.99K - $3.09K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.44K- 13.22% |
$43.4K - $44.8K
|
9.43K
$247K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.67K- 31.9% |
$50.5K - $52.1K
|
3.57K
$93.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.64K- 13.19% |
$79.9K - $82.4K
|
17.4K
$456K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.45K- 21.31% |
$104K - $108K
|
12.7K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.58K- 11.14% |
$139K - $143K
|
36.6K
$959K
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-10.3K- 28.56% |
$310K - $320K
|
25.7K
$673K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-14.3K- 23.95% |
$431K - $445K
|
45.3K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.2K- 28.6% |
$1.06M - $1.1M
|
87.9K
$2.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35.3K- 10.3% |
$1.07M - $1.1M
|
308K
$8.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-51.7K- 35.47% |
$1.56M - $1.61M
|
94K
$2.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-157K- 55.0% |
$4.75M - $4.9M
|
129K
$3.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-253K- 56.77% |
$7.65M - $7.89M
|
193K
$5.05M
|