Purchases and Sales Made in Q3 2025 in Spdr Bloomberg Short Term Inte (BWZ)
This table provides information about the institutional ownership of Spdr Bloomberg Short Term Inte (BWZ) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13M+ 1334.77% |
$30.7M - $31.7M
|
1.21M
$33.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
109K+ 299.66% |
$2.95M - $3.05M
|
145K
$3.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
46.8K+ 10.18% |
$1.27M - $1.31M
|
506K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
42.4K+ 4.72% |
$1.15M - $1.19M
|
941K
$25.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
39.9K+ 22.28% |
$1.08M - $1.12M
|
219K
$5.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33.8K+ 5.89% |
$917K - $946K
|
607K
$16.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
32.3K+ 40.3% |
$877K - $906K
|
112K
$3.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.3K+ 79.83% |
$687K - $709K
|
57K
$1.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.4K+ 40.05% |
$662K - $684K
|
85.2K
$2.32M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
18.6K+ 2.26% |
$505K - $522K
|
843K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
16.5K+ 8.7% |
$447K - $461K
|
206K
$5.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
16.1K+ 66.49% |
$438K - $452K
|
40.4K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15.6K+ 1.96% |
$423K - $437K
|
810K
$22.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
15.6K+ 30.95% |
$423K - $436K
|
65.8K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 14.18% |
$415K - $428K
|
123K
$3.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.3KNew |
$333K - $344K
|
12.3K
$334K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
11.5K+ 2.79% |
$312K - $322K
|
423K
$11.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.6K+ 36.96% |
$288K - $297K
|
39.2K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$275K - $284K
|
10.1K
$276K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.06KNew |
$246K - $254K
|
9.06K
$247K
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
7.92K+ 2.72% |
$215K - $222K
|
300K
$8.16M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.27KNew |
$170K - $176K
|
6.27K
$171K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6.24K+ 2.51% |
$170K - $175K
|
255K
$6.95M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.82KNew |
$49.4K - $51K
|
1.82K
$49.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
641+ 2.4% |
$17.4K - $18K
|
27.4K
$746K
|
|
|
Nov 05, 2025
Q3 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
407+ 5.1% |
$11.1K - $11.4K
|
8.39K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
368+ 0.24% |
$10K - $10.3K
|
151K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
363New |
$9.86K - $10.2K
|
363
$9.89K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
273+ 0.64% |
$7.42K - $7.65K
|
43.1K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
107+ 0.54% |
$2.91K - $3K
|
20K
$546K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
72+ 0.37% |
$1.96K - $2.02K
|
19.5K
$531K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-210- 1.95% |
$5.71K - $5.89K
|
10.6K
$288K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-248- 75.38% |
$6.74K - $6.95K
|
81
$2.21K
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-250- 1.07% |
$6.79K - $7.01K
|
23.1K
$629K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-546- 1.51% |
$14.8K - $15.3K
|
35.7K
$973K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-654- 77.95% |
$17.8K - $18.3K
|
185
$5.04K
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-837- 6.88% |
$22.7K - $23.5K
|
11.3K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.4K- 57.83% |
$38K - $39.3K
|
1.02K
$27.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.32K- 13.13% |
$63.1K - $65.1K
|
15.4K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.34K- 4.34% |
$63.5K - $65.5K
|
51.5K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.87K- 2.83% |
$77.9K - $80.4K
|
98.3K
$2.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.12K- 96.92% |
$84.7K - $87.4K
|
99
$2.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.57K- 45.29% |
$179K - $184K
|
7.94K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.2K- 20.61% |
$495K - $511K
|
70.2K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-45.3K- 72.02% |
$1.23M - $1.27M
|
17.6K
$480K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-75K- 18.52% |
$2.04M - $2.1M
|
330K
$8.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-93.5K- 30.95% |
$2.54M - $2.62M
|
209K
$5.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-126K- 81.49% |
$3.42M - $3.53M
|
28.6K
$778K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-145K- 93.84% |
$3.94M - $4.07M
|
9.52K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-151K- 78.3% |
$4.11M - $4.24M
|
41.9K
$1.14M
|
|