Institutional Ownership Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 9.83 Million shares, which have been reported (via 13F filing form) to have a value of $268 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,214,932
shares
|
$33.1 Million
0.05% of portfolio
|
Q3 2025
Added 1334.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,092,802
shares
|
$29.8 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
940,854
shares
|
$25.6 Million
2.31% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
843,388
shares
|
$23 Million
6.29% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
809,563
shares
|
$22.1 Million
2.43% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
606,588
shares
|
$16.5 Million
0.88% of portfolio
|
Q3 2025
Added 5.89%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
506,049
shares
|
$13.8 Million
2.5% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 20, 2025 Q3 2025 |
422,830
shares
|
$11.5 Million
6.54% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
329,886
shares
|
$8.99 Million
0.1% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Nov 03, 2025 Q3 2025 |
299,633
shares
|
$8.16 Million
3.62% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
255,097
shares
|
$6.95 Million
3.98% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
219,051
shares
|
$5.97 Million
0.99% of portfolio
|
Q3 2025
Added 22.28%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
208,576
shares
|
$5.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 30.95%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
205,608
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
150,686
shares
|
$4.11 Million
0.0% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
145,041
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2025
Added 299.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
136,732
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
134,413
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
122,887
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
112,419
shares
|
$3.06 Million
2.23% of portfolio
|
Q3 2025
Added 40.3%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
99,925
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
98,298
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
85,234
shares
|
$2.32 Million
0.34% of portfolio
|
Q3 2025
Added 40.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
70,191
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
65,807
shares
|
$1.79 Million
0.37% of portfolio
|
Q3 2025
Added 30.95%
|
|