Purchases and Sales Made in Q4 2023 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
283K+ 81.24% |
$7.24M - $7.75M
|
630K
$16.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
283K+ 81.24% |
$7.24M - $7.75M
|
630K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
144K+ 12.6% |
$3.69M - $3.95M
|
1.29M
$32.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
79.8K+ 12.09% |
$2.05M - $2.19M
|
740K
$18.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34.7K+ 26.75% |
$889K - $951K
|
164K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$494K - $528K
|
19.3K
$493K
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
17.1KNew |
$439K - $470K
|
17.1K
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13.3K+ 2.36% |
$341K - $365K
|
578K
$14.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.5KNew |
$192K - $206K
|
7.5K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.27KNew |
$83.9K - $89.7K
|
3.27K
$83.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.23K+ 25.24% |
$82.8K - $88.6K
|
16K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
625+ 0.83% |
$16K - $17.1K
|
76.4K
$1.96M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
400+ 4.37% |
$10.3K - $11K
|
9.56K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
278New |
$7.13K - $7.63K
|
278
$7.12K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
263+ 0.24% |
$6.74K - $7.21K
|
108K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
201+ 2.15% |
$5.15K - $5.51K
|
9.56K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
170+ 1.52% |
$4.36K - $4.66K
|
11.3K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
48+ 0.49% |
$1.23K - $1.32K
|
9.92K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
39+ 48.15% |
$1K - $1.07K
|
120
$3.07K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-38- 0.16% |
$974 - $1.04K
|
24.1K
$616K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-374- 1.41% |
$9.59K - $10.3K
|
26.1K
$669K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-410- 63.57% |
$10.5K - $11.2K
|
235
$6.02K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-702- 9.81% |
$18K - $19.3K
|
6.46K
$165K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-918- 5.36% |
$23.5K - $25.2K
|
16.2K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.1K- 55.47% |
$28.2K - $30.2K
|
883
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.93K- 1.45% |
$49.5K - $52.9K
|
131K
$3.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.49K- 19.76% |
$89.5K - $95.7K
|
14.2K
$363K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.89K- 6.39% |
$125K - $134K
|
71.7K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.9K- 9.52% |
$279K - $299K
|
103K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.4K- 92.44% |
$984K - $1.05M
|
3.14K
$80.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-39.1K- 34.02% |
$1M - $1.07M
|
75.8K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52.7K- 47.52% |
$1.35M - $1.45M
|
58.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-68.8K- 6.67% |
$1.76M - $1.89M
|
964K
$24.7M
|