Purchases and Sales Made in Q4 2022 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
354KNew |
$8.71M - $9.57M
|
354K
$9.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
175KNew |
$4.3M - $4.73M
|
175K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
115K+ 19.88% |
$2.84M - $3.12M
|
696K
$18.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
115K+ 23.41% |
$2.82M - $3.1M
|
604K
$16M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
76.6K+ 34.89% |
$1.89M - $2.07M
|
296K
$7.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59.3KNew |
$1.46M - $1.6M
|
59.3K
$1.57M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
14.3KNew |
$351K - $386K
|
14.3K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11.9KNew |
$293K - $322K
|
11.9K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.81KNew |
$69.1K - $75.9K
|
2.81K
$74.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.64K+ 2.08% |
$65.1K - $71.5K
|
129K
$3.42M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.17K+ 343.29% |
$53.5K - $58.8K
|
2.81K
$74.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.22K+ 1.72% |
$30K - $33K
|
71.9K
$1.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.04K+ 2.21% |
$25.5K - $28.1K
|
48K
$1.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
912+ 5.44% |
$22.5K - $24.7K
|
17.7K
$468K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
908+ 153.12% |
$22.4K - $24.6K
|
1.5K
$39.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
890+ 3.48% |
$21.9K - $24.1K
|
26.5K
$700K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
695New |
$17.1K - $18.8K
|
695
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
206New |
$5.07K - $5.57K
|
206
$5.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
165+ 100.0% |
$4.06K - $4.46K
|
330
$8.73K
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
21+ 0.21% |
$517 - $568
|
10.2K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.21% |
$468 - $514
|
9.02K
$239K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3New |
$73.9 - $81.2
|
3
$79.4
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-268- 1.71% |
$6.6K - $7.25K
|
15.4K
$408K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-458- 6.01% |
$11.3K - $12.4K
|
7.16K
$189K
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-601- 2.05% |
$14.8K - $16.3K
|
28.7K
$758K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.79K- 7.33% |
$44.1K - $48.4K
|
22.6K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.98K- 13.91% |
$48.8K - $53.6K
|
12.3K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.2K- 58.31% |
$54.3K - $59.6K
|
1.58K
$41.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.38K- 4.04% |
$58.5K - $64.3K
|
56.5K
$1.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.96K- 15.31% |
$73K - $80.2K
|
16.4K
$433K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.62K- 3.14% |
$89.2K - $98K
|
112K
$2.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.88K- 27.7% |
$95.5K - $105K
|
10.1K
$268K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.92K- 3.33% |
$96.5K - $106K
|
114K
$3.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-4.61K- 17.98% |
$113K - $125K
|
21K
$556K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.58K- 50.74% |
$236K - $259K
|
9.3K
$246K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.1K- 9.13% |
$274K - $301K
|
111K
$2.93M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-24.7K- 19.78% |
$608K - $667K
|
100K
$2.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-83.4K- 90.05% |
$2.05M - $2.26M
|
9.21K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-154K- 10.44% |
$3.79M - $4.17M
|
1.32M
$34.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-156K- 11.71% |
$3.84M - $4.22M
|
1.18M
$31.1M
|