Latest Institutional Transactions on Spdr Bloomberg Short Term Inte (BWZ)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Short Term Inte (BWZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
91.6K+ 457.91% |
$2.32M - $2.5M
|
112K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.71K- 25.49% |
$195K - $210K
|
22.5K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-346- 10.96% |
$8.77K - $9.45K
|
2.81K
$74.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-897- 6.59% |
$22.7K - $24.5K
|
12.7K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.34K- 3.99% |
$135K - $146K
|
128K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.53K- 5.54% |
$140K - $151K
|
94.2K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198- 2.18% |
$5.02K - $5.41K
|
8.9K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.29KNew |
$109K - $117K
|
4.29K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-32.7K- 11.91% |
$830K - $894K
|
242K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-87- 76.32% |
$2.2K - $2.38K
|
27
$716
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-87- 76.32% |
$2.2K - $2.38K
|
27
$716
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.61K+ 2.27% |
$40.8K - $43.9K
|
72.5K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82New |
$2.08K - $2.24K
|
82
$2.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.12K+ 11.01% |
$130K - $140K
|
51.6K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
286KNew |
$7.25M - $7.81M
|
286K
$7.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11K- 2.82% |
$280K - $301K
|
381K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-746- 44.3% |
$18.9K - $20.4K
|
938
$24.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-538- 6.9% |
$13.6K - $14.7K
|
7.26K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
674+ 0.67% |
$17.1K - $18.4K
|
101K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.46KNew |
$214K - $231K
|
8.46K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3New |
$76 - $81.9
|
3
$79.5
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
57+ 0.6% |
$1.44K - $1.56K
|
9.55K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66- 0.13% |
$1.67K - $1.8K
|
49.3K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-39- 28.26% |
$988 - $1.06K
|
99
$2.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19.5KNew |
$494K - $532K
|
19.5K
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
59K+ 9.15% |
$1.5M - $1.61M
|
705K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
42+ 73.68% |
$1.06K - $1.15K
|
99
$2.62K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-15.1K- 8.42% |
$384K - $413K
|
165K
$4.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18- 0.19% |
$456 - $491
|
9.22K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
36.8K+ 4.8% |
$933K - $1.01M
|
803K
$21.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
4.5KNew |
$114K - $123K
|
4.5K
$119K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.8K- 32.39% |
$96.2K - $104K
|
7.93K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-894- 3.9% |
$22.7K - $24.4K
|
22K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 5.56% |
$253 - $273
|
190
$5.04K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-710K- 98.07% |
$18M - $19.4M
|
14K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-530- 1.91% |
$13.4K - $14.5K
|
27.2K
$722K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
12.1KNew |
$310K - $335K
|
12.1K
$321K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.5KNew |
$192K - $208K
|
7.5K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$563 - $609
|
22
$583
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$25.6 - $27.7
|
1
$26.5
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.35K- 5.73% |
$188K - $203K
|
121K
$3.2M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$455K - $468K
|
17.7K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168New |
$4.31K - $4.43K
|
168
$4.45K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
342New |
$8.95K - $9.3K
|
342
$9.06K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61KNew |
$173K - $180K
|
6.61K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7K+ 81.75% |
$412K - $428K
|
35K
$928K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-878- 5.42% |
$23K - $23.9K
|
15.3K
$406K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
590New |
$15.4K - $16K
|
590
$15.6K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
39New |
$1.02K - $1.06K
|
39
$1.03K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
42+ 0.25% |
$1.1K - $1.14K
|
17.2K
$455K
|
|