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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-18- 0.19% |
$456 - $491
|
9.22K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
36.8K+ 4.8% |
$933K - $1.01M
|
803K
$20.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
4.5KNew |
$114K - $123K
|
4.5K
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.8K- 32.39% |
$96.2K - $104K
|
7.93K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-894- 3.9% |
$22.7K - $24.4K
|
22K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 5.56% |
$253 - $273
|
190
$4.83K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-710K- 98.07% |
$18M - $19.4M
|
14K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-530- 1.91% |
$13.4K - $14.5K
|
27.2K
$692K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.41K+ 5.46% |
$61.5K - $66.5K
|
46.5K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
114New |
$2.92K - $3.15K
|
114
$2.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
765+ 0.58% |
$19.6K - $21.2K
|
134K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.45K+ 8.8% |
$62.6K - $67.7K
|
30.2K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
176+ 1.31% |
$4.5K - $4.87K
|
13.6K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4- 0.13% |
$102 - $111
|
3.16K
$80.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65- 0.71% |
$1.66K - $1.8K
|
9.09K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-119K- 85.65% |
$3.05M - $3.3M
|
20K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
114New |
$2.92K - $3.15K
|
114
$2.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
770+ 84.25% |
$19.7K - $21.3K
|
1.68K
$42.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-542K- 66.37% |
$13.9M - $15M
|
275K
$6.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.81K+ 3.81% |
$46.3K - $50.1K
|
49.3K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
12.1KNew |
$310K - $335K
|
12.1K
$308K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-531K- 57.54% |
$13.6M - $14.7M
|
392K
$9.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.5KNew |
$192K - $208K
|
7.5K
$191K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-357- 0.06% |
$9.14K - $9.88K
|
646K
$16.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18+ 15.0% |
$461 - $498
|
138
$3.51K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.48K+ 3.74% |
$166K - $179K
|
180K
$4.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-111- 1.16% |
$2.84K - $3.07K
|
9.49K
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22New |
$563 - $609
|
22
$559
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$25.6 - $27.7
|
1
$25.4
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
988+ 0.99% |
$25.3K - $27.3K
|
101K
$2.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
57New |
$1.46K - $1.58K
|
57
$1.45K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 1.15% |
$29K - $31.4K
|
99.8K
$2.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.35K- 5.73% |
$188K - $203K
|
121K
$3.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-937- 1.3% |
$24K - $25.9K
|
70.9K
$1.8M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7KNew |
$455K - $468K
|
17.7K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168New |
$4.31K - $4.43K
|
168
$4.27K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.35K+ 20.87% |
$34.5K - $35.5K
|
7.8K
$198K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
342New |
$8.95K - $9.3K
|
342
$8.69K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.61KNew |
$173K - $180K
|
6.61K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.7K+ 81.75% |
$412K - $428K
|
35K
$889K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
590New |
$15.4K - $16K
|
590
$15K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-878- 5.42% |
$23K - $23.9K
|
15.3K
$389K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
39New |
$1.02K - $1.06K
|
39
$991
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
42+ 0.25% |
$1.1K - $1.14K
|
17.2K
$436K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2KNew |
$52.3K - $54.4K
|
2K
$50.8K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
278New |
$7.13K - $7.63K
|
278
$7.06K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
720New |
$18.5K - $19.8K
|
720
$18.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.48K- 11.74% |
$141K - $151K
|
41.2K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.9K+ 14.12% |
$100K - $107K
|
31.5K
$801K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-625- 98.74% |
$16.6K - $17.2K
|
8
$203
|
|